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Keystone Financial Group (Kentucky)’s Morgan Stanley MS Stock Holding History

Keystone Financial Group (Kentucky)’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 		$549K Sell
2,626
-845
-24% -$167K 0.03% 311
2026
Q1 		$571K Buy
3,471
+1,764
+103% +$305K 0.04% 274
2025
Q4 		$303K Buy
1,707
+7
+0.4% +$1.17K 0.02% 352
2025
Q3 		$270K Buy
1,700
+103
+6% +$15.2K 0.02% 346
2025
Q2 		$225K Buy
+1,597
New +$196K 0.02% 371
2023
Q4 		– Sell
-2,886
Closed -$236K – 312
2023
Q3 		$236K Hold
2,886
– – 0.04% 252
2023
Q2 		$246K Buy
+2,886
New +$247K 0.04% 247
2022
Q4 		$245K Hold
2,886
– – 0.05% 242
2022
Q3 		$228K Buy
2,886
+35
+1% +$2.95K 0.05% 246
2022
Q2 		$217K Buy
2,851
+295
+12% +$24.2K 0.04% 258
2022
Q1 		$223K Hold
2,556
– – 0.04% 265
2021
Q4 		$251K Sell
2,556
-20
-0.8% -$1.99K 0.04% 264
2021
Q3 		$251K Buy
2,576
+30
+1% +$2.97K 0.05% 258
2021
Q2 		$233K Buy
+2,546
New +$218K 0.04% 264

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

Keystone Financial Group (Kentucky)'s MS Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Morgan Stanley (MS) stake by 24% in Q2 2026, selling an estimated $167K and leaving 2,626 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #311.

Keystone Financial Group (Kentucky) first reported a position in MS in Q2 2021 and has held it in 14 quarters since. The position peaked at $571K in Q1 2026. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 2,626 shares of Morgan Stanley worth $549K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 845 Morgan Stanley shares in Q2 2026, an estimated $167K.
  • Morgan Stanley made up 0.03% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #311 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Morgan Stanley in Q2 2021 and has held it in 14 quarters since.
  • Keystone Financial Group (Kentucky)'s Morgan Stanley position peaked at $571K in Q1 2026.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.