Interactive Financial Advisors’s Morgan Stanley MS Stock Holding History

Interactive Financial 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	$421K	Buy	2,014 +9	+0.4%	+$1.78K	0.26%	53
2026 Q1	$330K	Buy	2,005 +2	+0.1%	+$346	0.22%	62
2025 Q4	$356K	Hold	2,003	–	–	0.23%	59
2025 Q3	$318K	Hold	2,003	–	–	0.17%	68
2025 Q2	$282K	Buy	2,003 +3	+0.2%	+$368	0.14%	76
2025 Q1	$233K	Hold	2,000	–	–	0.12%	80
2024 Q4	$251K	Hold	2,000	–	–	0.13%	79
2024 Q3	$208K	Buy	+2,000	New	+$201K	0.11%	88
2023 Q1	–	Sell	-2,000	Closed	-$170K	–	125
2022 Q4	$170K	Hold	2,000	–	–	0.1%	92
2022 Q3	$158K	Hold	2,000	–	–	0.09%	94
2022 Q2	$152K	Hold	2,000	–	–	0.08%	87
2022 Q1	$175K	Hold	2,000	–	–	0.08%	89
2021 Q4	$196K	Hold	2,000	–	–	0.07%	85
2021 Q3	$195K	Hold	2,000	–	–	0.09%	83
2021 Q2	$183K	Hold	2,000	–	–	0.07%	89
2021 Q1	$155K	Hold	2,000	–	–	0.07%	90
2020 Q4	$137K	Hold	2,000	–	–	0.06%	86
2020 Q3	$97K	Hold	2,000	–	–	0.05%	86
2020 Q2	$97K	Hold	2,000	–	–	0.05%	85
2020 Q1	$68K	Hold	2,000	–	–	0.06%	62
2019 Q4	$102K	Hold	2,000	–	–	0.05%	93
2019 Q3	$85K	Hold	2,000	–	–	0.04%	86
2019 Q2	$88K	Hold	2,000	–	–	0.04%	94
2019 Q1	$84K	Buy	+2,000	New	+$84.2K	0.04%	80

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Interactive Financial Advisors's MS Position: Q2 2026 in Review

Interactive Financial Advisors increased its Morgan Stanley (MS) stake by 0.45% in Q2 2026, buying an estimated $1.78K and bringing the position to 2,014 shares worth $421K. The position accounts for 0.26% of the portfolio, ranked #53.

Interactive Financial Advisors first reported a position in MS in Q1 2019 and has held it in 24 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Interactive Financial Advisors held 2,014 shares of Morgan Stanley worth $421K as of Q2 2026.
Interactive Financial Advisors bought 9 Morgan Stanley shares in Q2 2026, an estimated $1.78K.
Morgan Stanley made up 0.26% of Interactive Financial Advisors's portfolio in Q2 2026, its #53 holding.
Interactive Financial Advisors first reported a position in Morgan Stanley in Q1 2019 and has held it in 24 quarters since.
2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.