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Independent Financial Group’s Morgan Stanley MS Stock Holding History

Independent Financial Group’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 		$2.43M Sell
11,635
-2,048
-15% -$406K 0.05% 395
2026
Q1 		$2.25M Buy
13,683
+2,663
+24% +$461K 0.05% 372
2025
Q4 		$1.96M Sell
11,020
-931
-8% -$155K 0.04% 396
2025
Q3 		$1.9M Buy
11,951
+2,025
+20% +$299K 0.05% 402
2025
Q2 		$1.4M Buy
9,926
+383
+4% +$47K 0.04% 440
2025
Q1 		$1.11M Sell
9,543
-2,018
-17% -$260K 0.04% 455
2024
Q4 		$1.45M Sell
11,561
-1,862
-14% -$229K 0.05% 375
2024
Q3 		$1.4M Buy
13,423
+997
+8% +$100K 0.05% 358
2024
Q2 		$1.21M Buy
12,426
+7,350
+145% +$700K 0.05% 351
2024
Q1 		$478K Buy
5,076
+231
+5% +$20.3K 0.02% 596
2023
Q4 		$452K Buy
4,845
+1,153
+31% +$92.2K 0.02% 583
2023
Q3 		$302K Buy
3,692
+273
+8% +$23.7K 0.02% 659
2023
Q2 		$292K Buy
3,419
+79
+2% +$6.76K 0.02% 652
2023
Q1 		$293K Sell
3,340
-168
-5% -$15.7K 0.02% 613
2022
Q4 		$298K Sell
3,508
-425
-11% -$36.2K 0.03% 554
2022
Q3 		$311K Buy
3,933
+898
+30% +$75.7K 0.03% 530
2022
Q2 		$231K Sell
3,035
-448
-13% -$36.7K 0.02% 595
2022
Q1 		$304K Sell
3,483
-1,005
-22% -$97K 0.02% 590
2021
Q4 		$441K Sell
4,488
-19
-0.4% -$1.89K 0.04% 453
2021
Q3 		$439K Buy
4,507
+290
+7% +$28.7K 0.04% 404
2021
Q2 		$387K Buy
4,217
+1,460
+53% +$125K 0.04% 447
2021
Q1 		$214K Sell
2,757
-314
-10% -$24.1K 0.03% 576
2020
Q4 		$210K Buy
+3,071
New +$176K 0.03% 511

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 $3.37T AUM 44.26% 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 Financial Group's MS Position: Q2 2026 in Review

Independent Financial Group reduced its Morgan Stanley (MS) stake by 15% in Q2 2026, selling an estimated $406K and leaving 11,635 shares worth $2.43M. The position accounts for 0.05% of the portfolio, ranked #395.

Independent Financial Group first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Independent Financial Group held 11,635 shares of Morgan Stanley worth $2.43M as of Q2 2026.
  • Independent Financial Group sold 2,048 Morgan Stanley shares in Q2 2026, an estimated $406K.
  • Morgan Stanley made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #395 holding.
  • Independent Financial Group first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.