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Frazier Financial Advisors’s Morgan Stanley MS Stock Holding History

Frazier 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 		$44.9K Sell
215
-2
-0.9% -$396 0.02% 195
2026
Q1 		$35.7K Buy
217
+108
+99% +$18.7K 0.02% 230
2025
Q4 		$19.4K Sell
109
-3
-3% -$500 0.01% 281
2025
Q3 		$17.8K Buy
112
+3
+3% +$443 0.01% 281
2025
Q2 		$15.4K Hold
109
– – 0.01% 295
2025
Q1 		$12.7K Hold
109
– – 0.01% 297
2024
Q4 		$13.7K Sell
109
-26
-19% -$3.2K 0.01% 291
2024
Q3 		$14.1K Buy
135
+22
+19% +$2.22K 0.01% 308
2024
Q2 		$11K Hold
113
– – 0.01% 418
2024
Q1 		$10.6K Buy
113
+4
+4% +$352 0.01% 400
2023
Q4 		$10.2K Buy
+109
New +$8.72K 0.01% 343

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 $3.37T AUM 44.26% 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

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

Frazier Financial Advisors reduced its Morgan Stanley (MS) stake by 0.92% in Q2 2026, selling an estimated $396 and leaving 215 shares worth $44.9K. The position accounts for 0.02% of the portfolio, ranked #195.

Frazier Financial Advisors first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Frazier Financial Advisors held 215 shares of Morgan Stanley worth $44.9K as of Q2 2026.
  • Frazier Financial Advisors sold 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up 0.02% of Frazier Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • Frazier Financial Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.