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Fortis Advisors’s Morgan Stanley MS Stock Holding History

Fortis Advisors’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 		$265K Buy
1,267
+7
+0.6% +$1.39K 0.12% 105
2026
Q1 		$207K Buy
1,260
+7
+0.6% +$1.21K 0.1% 118
2025
Q4 		$222K Buy
+1,253
New +$209K 0.12% 116
2023
Q2 		– Sell
-1,144
Closed -$100K – 188
2023
Q1 		$100K Buy
1,144
+9
+0.8% +$840 0.07% 121
2022
Q4 		$96.5K Buy
1,135
+10
+0.9% +$852 0.07% 117
2022
Q3 		$89K Buy
1,125
+9
+0.8% +$759 0.06% 125
2022
Q2 		$85K Buy
1,116
+10
+0.9% +$819 0.06% 139
2022
Q1 		$97K Buy
1,106
+7
+0.6% +$675 0.05% 161
2021
Q4 		$108K Buy
1,099
+8
+0.7% +$797 0.06% 135
2021
Q3 		$106K Buy
1,091
+7
+0.6% +$694 0.06% 127
2021
Q2 		$99K Buy
1,084
+5
+0.5% +$429 0.06% 139
2021
Q1 		$84K Buy
1,079
+5
+0.5% +$383 0.06% 124
2020
Q4 		$74K Buy
+1,074
New +$61.6K 0.07% 97

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

Fortis Advisors's MS Position: Q2 2026 in Review

Fortis Advisors increased its Morgan Stanley (MS) stake by 0.56% in Q2 2026, buying an estimated $1.39K and bringing the position to 1,267 shares worth $265K. The position accounts for 0.12% of the portfolio, ranked #105.

Fortis Advisors first reported a position in MS in Q4 2020 and has held it in 13 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fortis Advisors held 1,267 shares of Morgan Stanley worth $265K as of Q2 2026.
  • Fortis Advisors bought 7 Morgan Stanley shares in Q2 2026, an estimated $1.39K.
  • Morgan Stanley made up 0.12% of Fortis Advisors's portfolio in Q2 2026, its #105 holding.
  • Fortis Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 13 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.