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Freedom Day Solutions’s Morgan Stanley MS Stock Holding History

Freedom Day Solutions’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 		$3.09M Sell
14,783
-284
-2% -$56.2K 0.68% 43
2026
Q1 		$2.48M Sell
15,067
-1,202
-7% -$208K 0.67% 51
2025
Q4 		$2.89M Sell
16,269
-467
-3% -$77.9K 0.78% 40
2025
Q3 		$2.66M Sell
16,736
-708
-4% -$105K 0.72% 48
2025
Q2 		$2.46M Sell
17,444
-265
-1% -$32.5K 0.73% 49
2025
Q1 		$2.07M Sell
17,709
-1,611
-8% -$208K 0.63% 53
2024
Q4 		$2.43M Sell
19,320
-1,215
-6% -$150K 0.73% 40
2024
Q3 		$2.14M Sell
20,535
-259
-1% -$26.1K 0.67% 47
2024
Q2 		$2.02M Sell
20,794
-125
-0.6% -$11.9K 0.68% 49
2024
Q1 		$1.97M Sell
20,919
-508
-2% -$44.7K 0.7% 50
2023
Q4 		$2M Sell
21,427
-1,052
-5% -$84.2K 0.78% 44
2023
Q3 		$1.84M Sell
22,479
-59
-0.3% -$5.12K 0.81% 42
2023
Q2 		$1.92M Sell
22,538
-1,778
-7% -$152K 0.86% 36
2023
Q1 		$2.13M Sell
24,316
-1,181
-5% -$110K 1% 28
2022
Q4 		$2.17M Sell
25,497
-924
-3% -$78.8K 1.08% 25
2022
Q3 		$2.09M Sell
26,421
-734
-3% -$61.9K 1.13% 22
2022
Q2 		$2.06M Sell
27,155
-321
-1% -$26.3K 1.04% 31
2022
Q1 		$2.4M Sell
27,476
-973
-3% -$93.9K 1.03% 31
2021
Q4 		$2.79M Sell
28,449
-1,037
-4% -$103K 1.12% 28
2021
Q3 		$2.87M Sell
29,486
-2,305
-7% -$228K 1.34% 19
2021
Q2 		$2.92M Sell
31,791
-2,141
-6% -$184K 1.39% 20
2021
Q1 		$2.63M Sell
33,932
-713
-2% -$54.6K 1.4% 28
2020
Q4 		$2.37M Buy
34,645
+14,617
+73% +$839K 1.29% 32
2020
Q3 		$968K Buy
20,028
+10,099
+102% +$509K 0.57% 67
2020
Q2 		$480K Buy
+9,929
New +$417K 0.32% 72

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

Freedom Day Solutions's MS Position: Q2 2026 in Review

Freedom Day Solutions reduced its Morgan Stanley (MS) stake by 1.9% in Q2 2026, selling an estimated $56.2K and leaving 14,783 shares worth $3.09M. The position accounts for 0.68% of the portfolio, ranked #43.

Freedom Day Solutions first reported a position in MS in Q2 2020 and has held it in 25 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Freedom Day Solutions held 14,783 shares of Morgan Stanley worth $3.09M as of Q2 2026.
  • Freedom Day Solutions sold 284 Morgan Stanley shares in Q2 2026, an estimated $56.2K.
  • Morgan Stanley made up 0.68% of Freedom Day Solutions's portfolio in Q2 2026, its #43 holding.
  • Freedom Day Solutions first reported a position in Morgan Stanley in Q2 2020 and has held it in 25 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Freedom Day Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.