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Innovative Asset Advisors Group’s Morgan Stanley MS Stock Holding History

Innovative Asset Advisors 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 		$641K Buy
3,066
+348
+13% +$68.9K 0.28% 72
2026
Q1 		$447K Buy
+2,718
New +$471K 0.26% 76

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Innovative Asset Advisors Group's MS Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Morgan Stanley (MS) stake by 13% in Q2 2026, buying an estimated $68.9K and bringing the position to 3,066 shares worth $641K. The position accounts for 0.28% of the portfolio, ranked #72.

Innovative Asset Advisors Group first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Innovative Asset Advisors Group held 3,066 shares of Morgan Stanley worth $641K as of Q2 2026.
  • Innovative Asset Advisors Group bought 348 Morgan Stanley shares in Q2 2026, an estimated $68.9K.
  • Morgan Stanley made up 0.28% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #72 holding.
  • Innovative Asset Advisors Group first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.