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Frederick Financial Consultants’s Morgan Stanley MS Stock Holding History

Frederick Financial Consultants’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 		$400K Sell
1,915
-8
-0.4% -$1.58K 0.17% 71
2026
Q1 		$316K Buy
1,923
+60
+3% +$10.4K 0.16% 76
2025
Q4 		$331K Buy
1,863
+12
+0.6% +$2K 0.18% 71
2025
Q3 		$294K Buy
1,851
+68
+4% +$10K 0.17% 74
2025
Q2 		$251K Buy
+1,783
New +$219K 0.16% 86

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

Frederick Financial Consultants's MS Position: Q2 2026 in Review

Frederick Financial Consultants reduced its Morgan Stanley (MS) stake by 0.42% in Q2 2026, selling an estimated $1.58K and leaving 1,915 shares worth $400K. The position accounts for 0.17% of the portfolio, ranked #71.

Frederick Financial Consultants first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Frederick Financial Consultants held 1,915 shares of Morgan Stanley worth $400K as of Q2 2026.
  • Frederick Financial Consultants sold 8 Morgan Stanley shares in Q2 2026, an estimated $1.58K.
  • Morgan Stanley made up 0.17% of Frederick Financial Consultants's portfolio in Q2 2026, its #71 holding.
  • Frederick Financial Consultants first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.