FAG
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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fortitude Advisory Group's MS Position: Q2 2026 in Review

Fortitude Advisory Group held its Morgan Stanley (MS) position steady in Q2 2026 at 6,194 shares worth $1.29M. The position accounts for 0.49% of the portfolio, ranked #41.

Fortitude Advisory Group first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 990 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fortitude Advisory Group held 6,194 shares of Morgan Stanley worth $1.29M as of Q2 2026.
  • Fortitude Advisory Group left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.49% of Fortitude Advisory Group's portfolio in Q2 2026, its #41 holding.
  • Fortitude Advisory Group first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 990 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.