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Kovack Advisors’s Morgan Stanley MS Stock Holding History

Kovack Advisors’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
2019
Q4 		– Sell
-1
Closed -$2K – 530
2019
Q3 		$2K Hold
1
– – ﹤0.01% 499
2019
Q2 		$2K Hold
1
– – ﹤0.01% 464
2019
Q1 		$2K Buy
+1
New +$42 ﹤0.01% 444
2018
Q4 		– Sell
-1
Closed -$2K – 466
2018
Q3 		$2K Buy
+1
New +$49 ﹤0.01% 448
2017
Q4 		– Sell
-1
Closed -$1K – 492
2017
Q3 		$1K Buy
+1
New +$46 ﹤0.01% 360

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

Kovack Advisors's MS Position: Q2 2026 in Review

Kovack Advisors reduced its Morgan Stanley (MS) stake by 0.04% in Q2 2026, selling an estimated $396 and leaving 4,871 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #379.

Kovack Advisors first reported a position in MS in Q1 2017 and has held it in 33 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kovack Advisors held 4,871 shares of Morgan Stanley worth $1.03M as of Q2 2026.
  • Kovack Advisors sold 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up 0.05% of Kovack Advisors's portfolio in Q2 2026, its #379 holding.
  • Kovack Advisors first reported a position in Morgan Stanley in Q1 2017 and has held it in 33 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.