Johnson Financial Group LLC (Colorado)’s Morgan Stanley MS Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$884K	Buy	4,230 +2,391	+130%	+$473K	0.05%	101
2026 Q1	$303K	Buy	1,839 +638	+53%	+$110K	0.02%	138
2025 Q4	$213K	Buy	+1,201	New	+$200K	0.01%	115
2022 Q1	–	Sell	-5,038	Closed	-$495K	–	70
2021 Q4	$495K	Sell	5,038 -1,813	-26%	-$181K	0.08%	35
2021 Q3	$666K	Sell	6,851 -3,110	-31%	-$308K	0.13%	24
2021 Q2	$913K	Buy	9,961 +2,191	+28%	+$188K	0.18%	22
2021 Q1	$603K	Buy	+7,770	New	+$595K	0.14%	21

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

Johnson Financial Group LLC (Colorado)'s MS Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Morgan Stanley (MS) stake by 130% in Q2 2026, buying an estimated $473K and bringing the position to 4,230 shares worth $884K. The position accounts for 0.05% of the portfolio, ranked #101.

Johnson Financial Group LLC (Colorado) first reported a position in MS in Q1 2021 and has held it in 7 quarters since. The position peaked at $913K in Q2 2021. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 4,230 shares of Morgan Stanley worth $884K as of Q2 2026.
Johnson Financial Group LLC (Colorado) bought 2,391 Morgan Stanley shares in Q2 2026, an estimated $473K.
Morgan Stanley made up 0.05% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #101 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Morgan Stanley in Q1 2021 and has held it in 7 quarters since.
Johnson Financial Group LLC (Colorado)'s Morgan Stanley position peaked at $913K in Q2 2021.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.