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Kelleher Financial Advisors’s Morgan Stanley MS Stock Holding History

Kelleher Financial Advisors’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 		$264K Buy
1,265
+541
+75% +$107K 0.04% 246
2026
Q1 		$109K Sell
724
-6
-0.8% -$1.04K 0.03% 276
2025
Q4 		$130K Buy
730
+18
+3% +$3K 0.03% 272
2025
Q3 		$113K Buy
+712
New +$105K 0.03% 236

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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's MS Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Morgan Stanley (MS) stake by 75% in Q2 2026, buying an estimated $107K and bringing the position to 1,265 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #246.

Kelleher Financial Advisors first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kelleher Financial Advisors held 1,265 shares of Morgan Stanley worth $264K as of Q2 2026.
  • Kelleher Financial Advisors bought 541 Morgan Stanley shares in Q2 2026, an estimated $107K.
  • Morgan Stanley made up 0.04% of Kelleher Financial Advisors's portfolio in Q2 2026, its #246 holding.
  • Kelleher Financial Advisors first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.