KFI
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Key Financial Inc’s Morgan Stanley MS Stock Holding History

Key Financial Inc’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 		$636K Sell
3,044
-225
-7% -$44.6K 0.1% 159
2026
Q1 		$538K Buy
3,269
+229
+8% +$39.6K 0.1% 172
2025
Q4 		$540K Buy
3,040
+106
+4% +$17.7K 0.1% 165
2025
Q3 		$460K Buy
2,934
+2
+0.1% +$295 0.09% 179
2025
Q2 		$413K Sell
2,932
-197
-6% -$24.2K 0.08% 187
2025
Q1 		$365K Buy
3,129
+2
+0.1% +$258 0.08% 191
2024
Q4 		$393K Buy
3,127
+310
+11% +$38.2K 0.09% 170
2024
Q3 		$294K Buy
2,817
+22
+0.8% +$2.22K 0.06% 208
2024
Q2 		$272K Buy
2,795
+203
+8% +$19.3K 0.07% 204
2024
Q1 		$244K Buy
2,592
+4
+0.2% +$352 0.06% 207
2023
Q4 		$241K Sell
2,588
-166
-6% -$13.3K 0.07% 196
2023
Q3 		$225K Buy
2,754
+3
+0.1% +$260 0.08% 187
2023
Q2 		$235K Buy
2,751
+175
+7% +$15K 0.08% 186
2023
Q1 		$226K Buy
2,576
+536
+26% +$50K 0.08% 181
2022
Q4 		$161K Hold
2,040
– – 0.08% 186
2022
Q3 		$161K Hold
2,040
– – 0.08% 188
2022
Q2 		$157K Hold
2,040
– – 0.09% 179
2022
Q1 		$178K Buy
2,040
+456
+29% +$44K 0.09% 179
2021
Q4 		$155K Hold
1,584
– – 0.08% 175
2021
Q3 		$154K Hold
1,584
– – 0.09% 174
2021
Q2 		$152K Buy
1,584
+200
+14% +$17.1K 0.08% 178
2021
Q1 		$107K Buy
1,384
+29
+2% +$2.22K 0.07% 187
2020
Q4 		$93K Buy
+1,355
New +$77.7K 0.07% 187
2020
Q2 		– Sell
-1,355
Closed -$47K – 424
2020
Q1 		$47K Buy
+1,355
New +$63.8K 0.05% 225

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

Key Financial Inc's MS Position: Q2 2026 in Review

Key Financial Inc reduced its Morgan Stanley (MS) stake by 6.9% in Q2 2026, selling an estimated $44.6K and leaving 3,044 shares worth $636K. The position accounts for 0.1% of the portfolio, ranked #159.

Key Financial Inc first reported a position in MS in Q1 2020 and has held it in 24 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Key Financial Inc held 3,044 shares of Morgan Stanley worth $636K as of Q2 2026.
  • Key Financial Inc sold 225 Morgan Stanley shares in Q2 2026, an estimated $44.6K.
  • Morgan Stanley made up 0.1% of Key Financial Inc's portfolio in Q2 2026, its #159 holding.
  • Key Financial Inc first reported a position in Morgan Stanley in Q1 2020 and has held it in 24 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.