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Kaizen Financial Strategies’s Morgan Stanley MS Stock Holding History

Kaizen Financial Strategies’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 		$483K Sell
2,278
-10
-0.4% -$1.98K 0.16% 102
2026
Q1 		$429K Buy
2,288
+17
+0.7% +$2.94K 0.18% 99
2025
Q4 		$403K Buy
2,271
+13
+0.6% +$2.17K 0.18% 99
2025
Q3 		$369K Sell
2,258
-380
-14% -$56.1K 0.17% 108
2025
Q2 		$372K Buy
2,638
+21
+0.8% +$2.58K 0.19% 98
2025
Q1 		$305K Buy
2,617
+86
+3% +$11.1K 0.18% 99
2024
Q4 		$318K Buy
2,531
+34
+1% +$4.19K 0.18% 97
2024
Q3 		$260K Buy
2,497
+23
+0.9% +$2.32K 0.15% 112
2024
Q2 		$257K Buy
2,474
+18
+0.7% +$1.71K 0.16% 100
2024
Q1 		$231K Buy
2,456
+18
+0.7% +$1.58K 0.16% 108
2023
Q4 		$227K Sell
2,438
-1,887
-44% -$151K 0.17% 100
2023
Q3 		$353K Sell
4,325
-343
-7% -$29.8K 0.3% 55
2023
Q2 		$400K Buy
4,668
+935
+25% +$80K 0.34% 54
2023
Q1 		$328K Buy
3,733
+29
+0.8% +$2.71K 0.32% 53
2022
Q4 		$339K Sell
3,704
-284
-7% -$24.2K 0.34% 66
2022
Q3 		$315K Buy
3,988
+33
+0.8% +$2.78K 0.32% 73
2022
Q2 		$301K Buy
3,955
+124
+3% +$10.2K 0.3% 79
2022
Q1 		$335K Buy
3,831
+121
+3% +$11.7K 0.26% 87
2021
Q4 		$364K Buy
3,710
+25
+0.7% +$2.49K 0.27% 89
2021
Q3 		$359K Buy
+3,685
New +$365K 0.29% 89
2021
Q1 		$363K Sell
4,673
-1,691
-27% -$130K 0.35% 86
2020
Q4 		$436K Buy
+6,364
New +$365K 0.48% 65

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

Kaizen Financial Strategies's MS Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Morgan Stanley (MS) stake by 0.44% in Q2 2026, selling an estimated $1.98K and leaving 2,278 shares worth $483K. The position accounts for 0.16% of the portfolio, ranked #102.

Kaizen Financial Strategies first reported a position in MS in Q4 2020 and has held it in 22 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kaizen Financial Strategies held 2,278 shares of Morgan Stanley worth $483K as of Q2 2026.
  • Kaizen Financial Strategies sold 10 Morgan Stanley shares in Q2 2026, an estimated $1.98K.
  • Morgan Stanley made up 0.16% of Kaizen Financial Strategies's portfolio in Q2 2026, its #102 holding.
  • Kaizen Financial Strategies first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.