Highland Investment Advisors LLC’s Morgan Stanley MS Stock Holding History

Highland Investment Advisors LLC’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	$45.9K	Buy	+220	New	+$43.6K	0.02%	191

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VPM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Highland Investment Advisors LLC's MS Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Morgan Stanley (MS) in Q2 2026: 220 shares worth $45.9K. The stake represents 0.02% of the portfolio and ranks #191 among its holdings.

2,320 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Highland Investment Advisors LLC held 220 shares of Morgan Stanley worth $45.9K as of Q2 2026.
Morgan Stanley was a new Highland Investment Advisors LLC position in Q2 2026.
Morgan Stanley made up 0.02% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #191 holding.
2,320 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.