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Kelly Financial Services’s Morgan Stanley MS Stock Holding History

Kelly Financial Services’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 		$202K Buy
+968
New +$192K 0.04% 140
2024
Q3 		– Sell
-134
Closed -$13.1K – 509
2024
Q2 		$13.1K Hold
134
– – ﹤0.01% 388
2024
Q1 		$12.6K Buy
134
+1
+0.8% +$88 ﹤0.01% 393
2023
Q4 		$12.4K Hold
133
– – 0.01% 366
2023
Q3 		$10.9K Buy
133
+1
+0.8% +$87 0.01% 360
2023
Q2 		$11.3K Hold
132
– – 0.01% 350
2023
Q1 		$11.6K Sell
132
-30
-19% -$2.8K 0.01% 339
2022
Q4 		$13.8K Buy
162
+1
+0.6% +$85 0.01% 296
2022
Q3 		$12.8K Buy
161
+30
+23% +$2.53K 0.01% 302
2022
Q2 		$9.96K Sell
131
-150
-53% -$12.3K 0.01% 323
2022
Q1 		$24.5K Sell
281
-100
-26% -$9.65K 0.01% 253
2021
Q4 		$37.4K Buy
381
+1
+0.3% +$100 0.02% 215
2021
Q3 		$37K Sell
380
-35
-8% -$3.47K 0.02% 197
2021
Q2 		$38K Hold
415
– – 0.02% 196
2021
Q1 		$32.2K Buy
415
+291
+235% +$22.3K 0.02% 173
2020
Q4 		$8.47K Buy
124
+11
+10% +$631 0.01% 297
2020
Q3 		$5.45K Buy
113
+12
+12% +$605 ﹤0.01% 327
2020
Q2 		$4.86K Buy
101
+1
+1% +$42 ﹤0.01% 338
2020
Q1 		$3.41K Hold
100
– – ﹤0.01% 335
2019
Q4 		$5.12K Hold
100
– – ﹤0.01% 294
2019
Q3 		$4.27K Sell
100
-117
-54% -$5K ﹤0.01% 308
2019
Q2 		$9.51K Hold
217
– – 0.01% 228
2019
Q1 		$9.16K Buy
+217
New +$9.13K 0.01% 231

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

Kelly Financial Services's MS Position: Q2 2026 in Review

Kelly Financial Services opened a new position in Morgan Stanley (MS) in Q2 2026: 968 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #140 among its holdings. This is a return to the name: Kelly Financial Services previously reported a position in MS as recently as Q2 2024.

Kelly Financial Services first reported a position in MS in Q1 2019 and has held it in 23 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kelly Financial Services held 968 shares of Morgan Stanley worth $202K as of Q2 2026.
  • Morgan Stanley was a new Kelly Financial Services position in Q2 2026.
  • Morgan Stanley made up 0.04% of Kelly Financial Services's portfolio in Q2 2026, its #140 holding.
  • Kelly Financial Services first reported a position in Morgan Stanley in Q1 2019 and has held it in 23 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.