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Founders Financial Alliance’s Morgan Stanley MS Stock Holding History

Founders Financial Alliance’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 		$671K Buy
3,210
+186
+6% +$36.8K 0.09% 203
2026
Q1 		$498K Buy
3,024
+63
+2% +$10.9K 0.09% 208
2025
Q4 		$526K Buy
2,961
+12
+0.4% +$2K 0.1% 189
2025
Q3 		$469K Buy
2,949
+4
+0.1% +$591 0.09% 209
2025
Q2 		$415K Sell
2,945
-292
-9% -$35.9K 0.09% 207
2025
Q1 		$378K Buy
3,237
+1,349
+71% +$174K 0.09% 219
2024
Q4 		$237K Buy
+1,888
New +$233K 0.07% 253
2023
Q3 		– Sell
-2,393
Closed -$204K – 500
2023
Q2 		$204K Buy
+2,393
New +$205K 0.08% 247
2020
Q4 		– Sell
-2,558
Closed -$127K – 934
2020
Q3 		$127K Buy
+2,558
New +$129K 0.08% 218

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 $3.38T AUM 44.17% 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

Founders Financial Alliance's MS Position: Q2 2026 in Review

Founders Financial Alliance increased its Morgan Stanley (MS) stake by 6.2% in Q2 2026, buying an estimated $36.8K and bringing the position to 3,210 shares worth $671K. The position accounts for 0.09% of the portfolio, ranked #203.

Founders Financial Alliance first reported a position in MS in Q3 2020 and has held it in 9 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Founders Financial Alliance held 3,210 shares of Morgan Stanley worth $671K as of Q2 2026.
  • Founders Financial Alliance bought 186 Morgan Stanley shares in Q2 2026, an estimated $36.8K.
  • Morgan Stanley made up 0.09% of Founders Financial Alliance's portfolio in Q2 2026, its #203 holding.
  • Founders Financial Alliance first reported a position in Morgan Stanley in Q3 2020 and has held it in 9 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.