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KMG Fiduciary Partners’s Morgan Stanley MS Stock Holding History

KMG Fiduciary Partners’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 		$5.3M Sell
25,368
-8,693
-26% -$1.72M 0.49% 49
2026
Q1 		$5.61M Buy
34,061
+115
+0.3% +$19.9K 0.41% 69
2025
Q4 		$6.03M Sell
33,946
-810
-2% -$135K 0.43% 62
2025
Q3 		$5.52M Hold
34,756
– – 0.37% 65
2025
Q2 		$4.9M Buy
34,756
+1,683
+5% +$207K 0.36% 64
2025
Q1 		$3.86M Sell
33,073
-69
-0.2% -$8.89K 0.32% 80
2024
Q4 		$4.17M Sell
33,142
-1,603
-5% -$197K 0.34% 76
2024
Q3 		$3.62M Buy
34,745
+150
+0.4% +$15.1K 0.31% 79
2024
Q2 		$3.36M Sell
34,595
-624
-2% -$59.4K 0.33% 73
2024
Q1 		$3.32M Buy
35,219
+1,711
+5% +$151K 0.34% 71
2023
Q4 		$3.12M Buy
33,508
+1,477
+5% +$118K 0.36% 72
2023
Q3 		$2.62M Buy
32,031
+1,270
+4% +$110K 0.35% 76
2023
Q2 		$2.63M Buy
30,761
+2,054
+7% +$176K 0.34% 75
2023
Q1 		$2.52M Buy
28,707
+4,228
+17% +$395K 0.36% 77
2022
Q4 		$2.08M Buy
24,479
+458
+2% +$39K 0.34% 81
2022
Q3 		$1.9M Buy
24,021
+457
+2% +$38.5K 0.37% 75
2022
Q2 		$1.79M Sell
23,564
-2,245
-9% -$184K 0.33% 76
2022
Q1 		$2.26M Sell
25,809
-7,655
-23% -$739K 0.36% 73
2021
Q4 		$3.29M Sell
33,464
-6,988
-17% -$696K 0.51% 53
2021
Q3 		$3.94M Buy
40,452
+24,150
+148% +$2.39M 0.67% 40
2021
Q2 		$1.5M Buy
16,302
+801
+5% +$68.7K 0.26% 81
2021
Q1 		$1.2M Buy
15,501
+679
+5% +$52K 0.23% 87
2020
Q4 		$1.03M Buy
+14,822
New +$850K 0.22% 93
2020
Q2 		– Sell
-17,287
Closed -$588K – 138
2020
Q1 		$588K Buy
+17,287
New +$814K 0.19% 85

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

KMG Fiduciary Partners's MS Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Morgan Stanley (MS) stake by 26% in Q2 2026, selling an estimated $1.72M and leaving 25,368 shares worth $5.3M. The position accounts for 0.49% of the portfolio, ranked #49.

KMG Fiduciary Partners first reported a position in MS in Q1 2020 and has held it in 24 quarters since. The position peaked at $6.03M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • KMG Fiduciary Partners held 25,368 shares of Morgan Stanley worth $5.3M as of Q2 2026.
  • KMG Fiduciary Partners sold 8,693 Morgan Stanley shares in Q2 2026, an estimated $1.72M.
  • Morgan Stanley made up 0.49% of KMG Fiduciary Partners's portfolio in Q2 2026, its #49 holding.
  • KMG Fiduciary Partners first reported a position in Morgan Stanley in Q1 2020 and has held it in 24 quarters since.
  • KMG Fiduciary Partners's Morgan Stanley position peaked at $6.03M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.