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Huntleigh Advisors’s Morgan Stanley MS Stock Holding History

Huntleigh 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 		$4.41M Buy
21,101
+1,816
+9% +$360K 0.62% 40
2026
Q1 		$3.17M Buy
19,285
+1,953
+11% +$338K 0.54% 49
2025
Q4 		$3.08M Buy
17,332
+2,007
+13% +$335K 0.52% 44
2025
Q3 		$2.44M Buy
15,325
+1,238
+9% +$183K 0.42% 63
2025
Q2 		$1.98M Buy
+14,087
New +$1.73M 0.38% 68

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 $3.38T AUM 44.17% 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

Huntleigh Advisors's MS Position: Q2 2026 in Review

Huntleigh Advisors increased its Morgan Stanley (MS) stake by 9.4% in Q2 2026, buying an estimated $360K and bringing the position to 21,101 shares worth $4.41M. The position accounts for 0.62% of the portfolio, ranked #40.

Huntleigh Advisors first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Huntleigh Advisors held 21,101 shares of Morgan Stanley worth $4.41M as of Q2 2026.
  • Huntleigh Advisors bought 1,816 Morgan Stanley shares in Q2 2026, an estimated $360K.
  • Morgan Stanley made up 0.62% of Huntleigh Advisors's portfolio in Q2 2026, its #40 holding.
  • Huntleigh Advisors first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Huntleigh Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.