Franklin Street Advisors’s Morgan Stanley MS Stock Holding History

Franklin Street 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	$5.23M	Hold	25,000	–	–	0.29%	55
2026 Q1	$4.11M	Sell	25,000 -61	-0.2%	-$10.6K	0.25%	52
2025 Q4	$4.45M	Buy	25,061 +61	+0.2%	+$10.2K	0.25%	51
2025 Q3	$3.97M	Hold	25,000	–	–	0.23%	52
2025 Q2	$3.52M	Hold	25,000	–	–	0.22%	61
2025 Q1	$2.92M	Hold	25,000	–	–	0.21%	67
2024 Q4	$3.14M	Hold	25,000	–	–	0.21%	64
2024 Q3	$2.61M	Sell	25,000 -1	-0%	-$101	0.18%	66
2024 Q2	$2.43M	Buy	25,001 +1	+0%	+$95	0.17%	65
2024 Q1	$2.35M	Hold	25,000	–	–	0.17%	58
2023 Q4	$2.33M	Hold	25,000	–	–	0.19%	58
2023 Q3	$2.04M	Hold	25,000	–	–	0.18%	57
2023 Q2	$2.13M	Buy	+25,000	New	+$2.14M	0.18%	59
2017 Q1	–	Sell	-9,881	Closed	-$417K	–	172
2016 Q4	$417K	Hold	9,881	–	–	0.07%	128
2016 Q3	$317K	Buy	+9,881	New	+$295K	0.06%	148

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Street Advisors's MS Position: Q2 2026 in Review

Franklin Street Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 25,000 shares worth $5.23M. The position accounts for 0.29% of the portfolio, ranked #55.

Franklin Street Advisors first reported a position in MS in Q3 2016 and has held it in 15 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Franklin Street Advisors held 25,000 shares of Morgan Stanley worth $5.23M as of Q2 2026.
Franklin Street Advisors left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.29% of Franklin Street Advisors's portfolio in Q2 2026, its #55 holding.
Franklin Street Advisors first reported a position in Morgan Stanley in Q3 2016 and has held it in 15 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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