IAA
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Independent Advisor Alliance’s Morgan Stanley MS Stock Holding History

Independent Advisor Alliance’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
2021
Q1 		– Sell
-2
Closed -$2K – 633
2020
Q4 		$2K Buy
+2
New +$115 ﹤0.01% 565

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

Independent Advisor Alliance's MS Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Morgan Stanley (MS) stake by 11% in Q2 2026, selling an estimated $1.09M and leaving 45,127 shares worth $9.43M. The position accounts for 0.22% of the portfolio, ranked #71.

Independent Advisor Alliance first reported a position in MS in Q4 2016 and has held it in 39 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Independent Advisor Alliance held 45,127 shares of Morgan Stanley worth $9.43M as of Q2 2026.
  • Independent Advisor Alliance sold 5,495 Morgan Stanley shares in Q2 2026, an estimated $1.09M.
  • Morgan Stanley made up 0.22% of Independent Advisor Alliance's portfolio in Q2 2026, its #71 holding.
  • Independent Advisor Alliance first reported a position in Morgan Stanley in Q4 2016 and has held it in 39 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.