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Kestra Investment Management’s Morgan Stanley MS Stock Holding History

Kestra Investment Management’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 		$5.23M Buy
25,022
+23,374
+1,418% +$4.63M 0.1% 81
2026
Q1 		$271K Buy
1,648
+481
+41% +$83.3K ﹤0.01% 382
2025
Q4 		$207K Buy
+1,167
New +$195K 0.01% 418
2025
Q2 		– Sell
-94
Closed -$11K – 894
2025
Q1 		$11K Sell
94
-647
-87% -$83.4K ﹤0.01% 614
2024
Q4 		$93.2K Buy
+741
New +$91.3K ﹤0.01% 445

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

Kestra Investment Management's MS Position: Q2 2026 in Review

Kestra Investment Management increased its Morgan Stanley (MS) stake by 1,418% in Q2 2026, buying an estimated $4.63M and bringing the position to 25,022 shares worth $5.23M. The position accounts for 0.1% of the portfolio, ranked #81.

Kestra Investment Management first reported a position in MS in Q4 2024 and has held it in 5 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kestra Investment Management held 25,022 shares of Morgan Stanley worth $5.23M as of Q2 2026.
  • Kestra Investment Management bought 23,374 Morgan Stanley shares in Q2 2026, an estimated $4.63M.
  • Morgan Stanley made up 0.1% of Kestra Investment Management's portfolio in Q2 2026, its #81 holding.
  • Kestra Investment Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 5 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.