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Fragasso Financial Advisors’s Morgan Stanley MS Stock Holding History

Fragasso Financial 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 		$946K Buy
4,523
+1,911
+73% +$378K 0.05% 156
2026
Q1 		$435K Buy
2,612
+178
+7% +$30.8K 0.03% 219
2025
Q4 		$432K Buy
2,434
+64
+3% +$10.7K 0.03% 210
2025
Q3 		$373K Buy
2,370
+124
+6% +$18.3K 0.02% 214
2025
Q2 		$316K Buy
2,246
+460
+26% +$56.5K 0.02% 221
2025
Q1 		$208K Buy
+1,786
New +$230K 0.02% 252

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

Fragasso Financial Advisors's MS Position: Q2 2026 in Review

Fragasso Financial Advisors increased its Morgan Stanley (MS) stake by 73% in Q2 2026, buying an estimated $378K and bringing the position to 4,523 shares worth $946K. The position accounts for 0.05% of the portfolio, ranked #156.

Fragasso Financial Advisors first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fragasso Financial Advisors held 4,523 shares of Morgan Stanley worth $946K as of Q2 2026.
  • Fragasso Financial Advisors bought 1,911 Morgan Stanley shares in Q2 2026, an estimated $378K.
  • Morgan Stanley made up 0.05% of Fragasso Financial Advisors's portfolio in Q2 2026, its #156 holding.
  • Fragasso Financial Advisors first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.