Investor's Fiduciary Advisor Network’s Morgan Stanley MS Stock Holding History

Investor's Fiduciary Advisor Network’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	$1.05M	Buy	5,022 +40	+0.8%	+$7.92K	0.36%	69
2026 Q1	$819K	Buy	4,982 +70	+1%	+$12.1K	0.25%	107
2025 Q4	$872K	Buy	4,912 +157	+3%	+$26.2K	0.19%	122
2025 Q3	$755K	Sell	4,755 -34	-0.7%	-$5.02K	0.26%	101
2025 Q2	$674K	Buy	4,789 +1,045	+28%	+$128K	0.25%	102
2025 Q1	$436K	Sell	3,744 -1,051	-22%	-$135K	0.21%	117
2024 Q4	$602K	Buy	+4,795	New	+$591K	0.23%	103

Other funds holding MS

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Investor's Fiduciary Advisor Network's MS Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network increased its Morgan Stanley (MS) stake by 0.8% in Q2 2026, buying an estimated $7.92K and bringing the position to 5,022 shares worth $1.05M. The position accounts for 0.36% of the portfolio, ranked #69.

Investor's Fiduciary Advisor Network first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Investor's Fiduciary Advisor Network held 5,022 shares of Morgan Stanley worth $1.05M as of Q2 2026.
Investor's Fiduciary Advisor Network bought 40 Morgan Stanley shares in Q2 2026, an estimated $7.92K.
Morgan Stanley made up 0.36% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #69 holding.
Investor's Fiduciary Advisor Network first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.