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FourThought Financial Partners’s Morgan Stanley MS Stock Holding History

FourThought Financial Partners’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 		$1.75M Sell
8,360
-91
-1% -$18K 0.13% 114
2026
Q1 		$1.39M Sell
8,451
-138
-2% -$23.9K 0.12% 120
2025
Q4 		$1.52M Buy
8,589
+156
+2% +$26K 0.13% 111
2025
Q3 		$1.34M Buy
8,433
+224
+3% +$33.1K 0.12% 114
2025
Q2 		$1.16M Sell
8,209
-1,150
-12% -$141K 0.11% 125
2025
Q1 		$1.09M Sell
9,359
-590
-6% -$76K 0.11% 123
2024
Q4 		$1.25M Buy
+9,949
New +$1.23M 0.13% 118
2024
Q2 		– Sell
-9,983
Closed -$940K – 272
2024
Q1 		$940K Sell
9,983
-296
-3% -$26.1K 0.11% 136
2023
Q4 		$959K Sell
10,279
-291
-3% -$23.3K 0.12% 131
2023
Q3 		$863K Sell
10,570
-845
-7% -$73.4K 0.12% 130
2023
Q2 		$975K Sell
11,415
-625
-5% -$53.5K 0.13% 122
2023
Q1 		$1.06M Sell
12,040
-731
-6% -$68.2K 0.15% 120
2022
Q4 		$1.09M Buy
+12,771
New +$1.09M 0.16% 117

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

FourThought Financial Partners's MS Position: Q2 2026 in Review

FourThought Financial Partners reduced its Morgan Stanley (MS) stake by 1.1% in Q2 2026, selling an estimated $18K and leaving 8,360 shares worth $1.75M. The position accounts for 0.13% of the portfolio, ranked #114.

FourThought Financial Partners first reported a position in MS in Q4 2022 and has held it in 13 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • FourThought Financial Partners held 8,360 shares of Morgan Stanley worth $1.75M as of Q2 2026.
  • FourThought Financial Partners sold 91 Morgan Stanley shares in Q2 2026, an estimated $18K.
  • Morgan Stanley made up 0.13% of FourThought Financial Partners's portfolio in Q2 2026, its #114 holding.
  • FourThought Financial Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 13 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.