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Investment Research & Advisory Group’s Morgan Stanley MS Stock Holding History

Investment Research & Advisory 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 		$11.9K Hold
18
– – ﹤0.01% 226
2026
Q1 		$9.38K Hold
18
– – ﹤0.01% 206
2025
Q4 		$9.23K Hold
18
– – ﹤0.01% 197
2025
Q3 		$8.27K Hold
18
– – ﹤0.01% 183
2025
Q2 		$2.54K Hold
18
– – ﹤0.01% 210
2025
Q1 		$2.1K Buy
+18
New +$2.32K ﹤0.01% 219

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

Investment Research & Advisory Group's MS Position: Q2 2026 in Review

Investment Research & Advisory Group held its Morgan Stanley (MS) position steady in Q2 2026 at 18 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Investment Research & Advisory Group first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Investment Research & Advisory Group held 18 shares of Morgan Stanley worth $11.9K as of Q2 2026.
  • Investment Research & Advisory Group left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #226 holding.
  • Investment Research & Advisory Group first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.