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Investors Asset Management of Georgia’s Morgan Stanley MS Stock Holding History

Investors Asset Management of Georgia’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 		$219K Buy
+1,047
New +$207K 0.08% 179
2022
Q4 		– Sell
-1,047
Closed -$83K – 389
2022
Q3 		$83K Hold
1,047
– – 0.04% 236
2022
Q2 		$80K Buy
+1,047
New +$85.8K 0.04% 218

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Investors Asset Management of Georgia's MS Position: Q2 2026 in Review

Investors Asset Management of Georgia opened a new position in Morgan Stanley (MS) in Q2 2026: 1,047 shares worth $219K. The stake represents 0.08% of the portfolio and ranks #179 among its holdings. This is a return to the name: Investors Asset Management of Georgia previously reported a position in MS as recently as Q3 2022.

Investors Asset Management of Georgia first reported a position in MS in Q2 2022 and has held it in 3 quarters since. 2,069 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Investors Asset Management of Georgia held 1,047 shares of Morgan Stanley worth $219K as of Q2 2026.
  • Morgan Stanley was a new Investors Asset Management of Georgia position in Q2 2026.
  • Morgan Stanley made up 0.08% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #179 holding.
  • Investors Asset Management of Georgia first reported a position in Morgan Stanley in Q2 2022 and has held it in 3 quarters since.
  • 2,069 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.