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Insigneo Advisory Services’s Morgan Stanley MS Stock Holding History

Insigneo Advisory Services’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 		$3.09M Sell
14,784
-135
-0.9% -$26.7K 0.12% 125
2026
Q1 		$2.46M Buy
14,919
+348
+2% +$60.2K 0.17% 111
2025
Q4 		$2.59M Sell
14,571
-405
-3% -$67.6K 0.19% 105
2025
Q3 		$2.38M Sell
14,976
-135
-0.9% -$19.9K 0.17% 106
2025
Q2 		$2.13M Buy
15,111
+18
+0.1% +$2.21K 0.18% 109
2025
Q1 		$1.76M Buy
15,093
+1,743
+13% +$225K 0.18% 113
2024
Q4 		$1.68M Sell
13,350
-9,195
-41% -$1.13M 0.17% 109
2024
Q3 		$2.35M Sell
22,545
-2,275
-9% -$229K 0.24% 88
2024
Q2 		$2.29M Buy
24,820
+12,344
+99% +$1.18M 0.26% 77
2024
Q1 		$1.17M Sell
12,476
-1,671
-12% -$147K 0.14% 142
2023
Q4 		$1.32M Buy
14,147
+11,463
+427% +$917K 0.19% 116
2023
Q3 		$219K Sell
2,684
-10,273
-79% -$892K 0.04% 352
2023
Q2 		$1.11M Buy
12,957
+10,299
+387% +$881K 0.21% 100
2023
Q1 		$232K Sell
2,658
-4,057
-60% -$379K 0.07% 239
2022
Q4 		$571K Buy
+6,715
New +$572K 0.22% 99

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

Insigneo Advisory Services's MS Position: Q2 2026 in Review

Insigneo Advisory Services reduced its Morgan Stanley (MS) stake by 0.9% in Q2 2026, selling an estimated $26.7K and leaving 14,784 shares worth $3.09M. The position accounts for 0.12% of the portfolio, ranked #125.

Insigneo Advisory Services first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Insigneo Advisory Services held 14,784 shares of Morgan Stanley worth $3.09M as of Q2 2026.
  • Insigneo Advisory Services sold 135 Morgan Stanley shares in Q2 2026, an estimated $26.7K.
  • Morgan Stanley made up 0.12% of Insigneo Advisory Services's portfolio in Q2 2026, its #125 holding.
  • Insigneo Advisory Services first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.