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Fortitude Advisory Group’s Morgan Stanley MS Stock Holding History

Fortitude Advisory Group’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
Q3 		$1.17M Buy
6,223
+29
+0.5% +$6.16K 0.45% 45
2026
Q2 		$1.29M Hold
6,194
– – 0.49% 41
2026
Q1 		$1.02M Hold
6,194
– – 0.46% 44
2025
Q4 		$1.1M Hold
6,194
– – 0.47% 37
2025
Q3 		$985K Sell
6,194
-2,093
-25% -$309K 0.53% 36
2025
Q2 		$1.17M Buy
8,287
+430
+5% +$52.8K 0.67% 27
2025
Q1 		$847K Buy
7,857
+1,255
+19% +$162K 0.61% 31
2024
Q4 		$830K Buy
6,602
+41
+0.6% +$5.05K 0.5% 38
2024
Q3 		$684K Hold
6,561
– – 0.43% 44
2024
Q2 		$638K Sell
6,561
-2,735
-29% -$260K 0.38% 49
2024
Q1 		$875K Buy
9,296
+5,517
+146% +$486K 0.49% 36
2023
Q4 		$352K Buy
3,779
+38
+1% +$3.04K 0.21% 105
2023
Q3 		$306K Buy
3,741
+49
+1% +$4.25K 0.21% 111
2023
Q2 		$315K Buy
3,692
+302
+9% +$25.8K 0.23% 109
2023
Q1 		$298K Buy
3,390
+66
+2% +$6.16K 0.23% 119
2022
Q4 		$283K Buy
3,324
+38
+1% +$3.24K 0.24% 123
2022
Q3 		$260K Buy
3,286
+47
+1% +$3.96K 0.25% 116
2022
Q2 		$246K Sell
3,239
-140
-4% -$11.5K 0.22% 138
2022
Q1 		$295K Buy
3,379
+642
+23% +$61.9K 0.16% 127
2021
Q4 		$269K Buy
+2,737
New +$273K 0.14% 148

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Fortitude Advisory Group's MS Position: Q3 2026 in Review

Fortitude Advisory Group increased its Morgan Stanley (MS) stake by 0.47% in Q3 2026, buying an estimated $6.16K and bringing the position to 6,223 shares worth $1.17M. The position accounts for 0.45% of the portfolio, ranked #45.

Fortitude Advisory Group first reported a position in MS in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.29M in Q2 2026. 1,690 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Fortitude Advisory Group held 6,223 shares of Morgan Stanley worth $1.17M as of Q3 2026.
  • Fortitude Advisory Group bought 29 Morgan Stanley shares in Q3 2026, an estimated $6.16K.
  • Morgan Stanley made up 0.45% of Fortitude Advisory Group's portfolio in Q3 2026, its #45 holding.
  • Fortitude Advisory Group first reported a position in Morgan Stanley in Q4 2021 and has held it in 20 quarters since.
  • Fortitude Advisory Group's Morgan Stanley position peaked at $1.29M in Q2 2026.
  • 1,690 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.