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Focus Partners Advisor Solutions’s Morgan Stanley MS Stock Holding History

Focus Partners Advisor Solutions’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.62M Buy
12,523
+3,305
+36% +$654K 0.02% 312
2026
Q1 		$1.52M Buy
9,218
+2,662
+41% +$461K 0.02% 427
2025
Q4 		$1.16M Buy
6,556
+938
+17% +$156K 0.01% 460
2025
Q3 		$909K Buy
+5,618
New +$830K 0.01% 564
2025
Q2 		– Sell
-5,544
Closed -$647K – 1139
2025
Q1 		$647K Buy
5,544
+457
+9% +$58.9K 0.01% 514
2024
Q4 		$640K Sell
5,087
-270
-5% -$33.3K 0.01% 417
2024
Q3 		$558K Buy
5,357
+1,081
+25% +$109K 0.01% 422
2024
Q2 		$416K Buy
4,276
+882
+26% +$84K 0.01% 413
2024
Q1 		$320K Buy
3,394
+982
+41% +$86.5K 0.01% 448
2023
Q4 		$225K Buy
+2,412
New +$193K 0.01% 376

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Focus Partners Advisor Solutions's MS Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Morgan Stanley (MS) stake by 36% in Q2 2026, buying an estimated $654K and bringing the position to 12,523 shares worth $2.62M. The position accounts for 0.02% of the portfolio, ranked #312.

Focus Partners Advisor Solutions first reported a position in MS in Q4 2023 and has held it in 10 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Focus Partners Advisor Solutions held 12,523 shares of Morgan Stanley worth $2.62M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 3,305 Morgan Stanley shares in Q2 2026, an estimated $654K.
  • Morgan Stanley made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #312 holding.
  • Focus Partners Advisor Solutions first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.