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FSM Wealth Advisors’s Morgan Stanley MS Stock Holding History

FSM Wealth 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 		$427K Buy
2,041
+202
+11% +$40K 0.05% 207
2026
Q1 		$303K Sell
1,839
-69
-4% -$11.9K 0.04% 231
2025
Q4 		$339K Buy
1,908
+106
+6% +$17.7K 0.05% 218
2025
Q3 		$286K Buy
+1,802
New +$266K 0.04% 249

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

FSM Wealth Advisors's MS Position: Q2 2026 in Review

FSM Wealth Advisors increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $40K and bringing the position to 2,041 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #207.

FSM Wealth Advisors first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • FSM Wealth Advisors held 2,041 shares of Morgan Stanley worth $427K as of Q2 2026.
  • FSM Wealth Advisors bought 202 Morgan Stanley shares in Q2 2026, an estimated $40K.
  • Morgan Stanley made up 0.05% of FSM Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • FSM Wealth Advisors first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.