Fortis Capital Advisors’s Morgan Stanley MS Stock Holding History

Fortis Capital 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	$2.95M	Sell	14,117 -1,007	-7%	-$199K	0.33%	54
2026 Q1	$2.49M	Buy	15,124 +893	+6%	+$155K	0.33%	51
2025 Q4	$2.53M	Sell	14,231 -1,579	-10%	-$263K	0.37%	41
2025 Q3	$2.51M	Buy	+15,810	New	+$2.33M	0.4%	38
2023 Q2	–	Sell	-515	Closed	-$45.2K	–	431
2023 Q1	$45.2K	Buy	515 +6	+1%	+$560	0.02%	298
2022 Q4	$43.3K	Buy	+509	New	+$43.4K	0.03%	308

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fortis Capital Advisors's MS Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Morgan Stanley (MS) stake by 6.7% in Q2 2026, selling an estimated $199K and leaving 14,117 shares worth $2.95M. The position accounts for 0.33% of the portfolio, ranked #54.

Fortis Capital Advisors first reported a position in MS in Q4 2022 and has held it in 6 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Fortis Capital Advisors held 14,117 shares of Morgan Stanley worth $2.95M as of Q2 2026.
Fortis Capital Advisors sold 1,007 Morgan Stanley shares in Q2 2026, an estimated $199K.
Morgan Stanley made up 0.33% of Fortis Capital Advisors's portfolio in Q2 2026, its #54 holding.
Fortis Capital Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 6 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.