RAL
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Range Advisory, LLC’s Morgan Stanley MS Stock Holding History

Range Advisory, LLC’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 		$617K Buy
2,952
+1,061
+56% +$210K 0.07% 134
2026
Q1 		$311K Buy
1,891
+466
+33% +$80.7K 0.06% 187
2025
Q4 		$253K Buy
+1,425
New +$238K 0.07% 158

Other funds holding MS

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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

Range Advisory, LLC's MS Position: Q2 2026 in Review

Range Advisory, LLC increased its Morgan Stanley (MS) stake by 56% in Q2 2026, buying an estimated $210K and bringing the position to 2,952 shares worth $617K. The position accounts for 0.07% of the portfolio, ranked #134.

Range Advisory, LLC first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Range Advisory, LLC held 2,952 shares of Morgan Stanley worth $617K as of Q2 2026.
  • Range Advisory, LLC bought 1,061 Morgan Stanley shares in Q2 2026, an estimated $210K.
  • Morgan Stanley made up 0.07% of Range Advisory, LLC's portfolio in Q2 2026, its #134 holding.
  • Range Advisory, LLC first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Range Advisory, LLC's 13F filing for Q2 2026, filed 2 Sep 2026.