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Inspire Advisors’s Morgan Stanley MS Stock Holding History

Inspire Advisors’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 		$230K Buy
+1,101
New +$218K 0.02% 637
2021
Q1 		– Sell
-19
Closed -$1K – 481
2020
Q4 		$1K Buy
+19
New +$1.09K ﹤0.01% 749

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

Inspire Advisors's MS Position: Q2 2026 in Review

Inspire Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,101 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #637 among its holdings. This is a return to the name: Inspire Advisors previously reported a position in MS as recently as Q4 2020.

Inspire Advisors first reported a position in MS in Q4 2020 and has held it in 2 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Inspire Advisors held 1,101 shares of Morgan Stanley worth $230K as of Q2 2026.
  • Morgan Stanley was a new Inspire Advisors position in Q2 2026.
  • Morgan Stanley made up 0.02% of Inspire Advisors's portfolio in Q2 2026, its #637 holding.
  • Inspire Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 2 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.