Future Financial Wealth Management’s Morgan Stanley MS Stock Holding History

Future Financial Wealth Management’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	$215K	Buy	+1,000	New	+$198K	0.13%	115
2025 Q4	–	Sell	-1,000	Closed	-$159K	–	310
2025 Q3	$159K	Hold	1,000	–	–	0.1%	136
2025 Q2	$141K	Hold	1,000	–	–	0.1%	138
2025 Q1	$117K	Hold	1,000	–	–	0.09%	144
2024 Q4	$126K	Hold	1,000	–	–	0.09%	137
2024 Q3	$104K	Buy	+1,000	New	+$101K	0.07%	166
2024 Q2	–	Sell	-1,000	Closed	-$94.2K	–	323
2024 Q1	$94.2K	Buy	+1,000	New	+$88.1K	0.07%	180
2022 Q2	–	Sell	-100	Closed	-$9K	–	340
2022 Q1	$9K	Hold	100	–	–	0.01%	431
2021 Q4	$10K	Buy	+100	New	+$9.96K	0.01%	433

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

Future Financial Wealth Management's MS Position: Q2 2026 in Review

Future Financial Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,000 shares worth $215K. The stake represents 0.13% of the portfolio and ranks #115 among its holdings. This is a return to the name: Future Financial Wealth Management previously reported a position in MS as recently as Q3 2025.

Future Financial Wealth Management first reported a position in MS in Q4 2021 and has held it in 9 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Future Financial Wealth Management held 1,000 shares of Morgan Stanley worth $215K as of Q2 2026.
Morgan Stanley was a new Future Financial Wealth Management position in Q2 2026.
Morgan Stanley made up 0.13% of Future Financial Wealth Management's portfolio in Q2 2026, its #115 holding.
Future Financial Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 9 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.