Guardian Wealth Advisors (North Carolina)’s Morgan Stanley MS Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$518K	Buy	2,478 +59	+2%	+$11.7K	0.03%	231
2026 Q1	$398K	Sell	2,419 -74	-3%	-$12.8K	0.03%	245
2025 Q4	$443K	Sell	2,493 -13	-0.5%	-$2.17K	0.03%	234
2025 Q3	$398K	Buy	2,506 +521	+26%	+$76.9K	0.03%	243
2025 Q2	$280K	Sell	1,985 -60	-3%	-$7.37K	0.02%	275
2025 Q1	$239K	Sell	2,045 -17	-0.8%	-$2.19K	0.02%	282
2024 Q4	$259K	Buy	+2,062	New	+$254K	0.02%	268

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s MS Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Morgan Stanley (MS) stake by 2.4% in Q2 2026, buying an estimated $11.7K and bringing the position to 2,478 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #231.

Guardian Wealth Advisors (North Carolina) first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 2,478 shares of Morgan Stanley worth $518K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 59 Morgan Stanley shares in Q2 2026, an estimated $11.7K.
Morgan Stanley made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #231 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.