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Larson Financial Group’s Morgan Stanley MS Stock Holding History

Larson Financial Group’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 		$2.19M Sell
10,454
-3,369
-24% -$667K 0.06% 245
2026
Q1 		$2.27M Buy
13,823
+2,228
+19% +$386K 0.07% 215
2025
Q4 		$2.06M Sell
11,595
-64
-0.5% -$10.7K 0.07% 232
2025
Q3 		$1.85M Buy
11,659
+967
+9% +$143K 0.06% 235
2025
Q2 		$1.51M Buy
10,692
+3,055
+40% +$375K 0.06% 242
2025
Q1 		$891K Buy
7,637
+3,355
+78% +$432K 0.04% 287
2024
Q4 		$538K Buy
4,282
+365
+9% +$45K 0.03% 338
2024
Q3 		$408K Sell
3,917
-939
-19% -$94.6K 0.02% 390
2024
Q2 		$472K Buy
4,856
+2,351
+94% +$224K 0.03% 283
2024
Q1 		$236K Buy
2,505
+954
+62% +$84K 0.02% 364
2023
Q4 		$145K Buy
1,551
+3
+0.2% +$240 0.01% 419
2023
Q3 		$126K Buy
1,548
+1,370
+770% +$119K 0.01% 412
2023
Q2 		$15.2K Sell
178
-247
-58% -$21.1K ﹤0.01% 816
2023
Q1 		$37.3K Buy
425
+247
+139% +$23.1K ﹤0.01% 607
2022
Q4 		$15.1K Hold
178
– – ﹤0.01% 757
2022
Q3 		$14K Sell
178
-200
-53% -$16.9K ﹤0.01% 708
2022
Q2 		$29K Hold
378
– – 0.01% 476
2022
Q1 		$33K Hold
378
– – 0.01% 440
2021
Q4 		$37K Sell
378
-284
-43% -$28.3K 0.01% 436
2021
Q3 		$64K Buy
662
+5
+0.8% +$495 0.01% 257
2021
Q2 		$60K Buy
657
+3
+0.5% +$257 0.01% 247
2021
Q1 		$51K Buy
+654
New +$50.1K 0.02% 252
2020
Q3 		– Sell
-543
Closed -$26K – 795
2020
Q2 		$26K Buy
543
+204
+60% +$8.57K 0.01% 260
2020
Q1 		$12K Buy
+339
New +$16K 0.01% 269

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

Larson Financial Group's MS Position: Q2 2026 in Review

Larson Financial Group reduced its Morgan Stanley (MS) stake by 24% in Q2 2026, selling an estimated $667K and leaving 10,454 shares worth $2.19M. The position accounts for 0.06% of the portfolio, ranked #245.

Larson Financial Group first reported a position in MS in Q1 2020 and has held it in 24 quarters since. The position peaked at $2.27M in Q1 2026. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Larson Financial Group held 10,454 shares of Morgan Stanley worth $2.19M as of Q2 2026.
  • Larson Financial Group sold 3,369 Morgan Stanley shares in Q2 2026, an estimated $667K.
  • Morgan Stanley made up 0.06% of Larson Financial Group's portfolio in Q2 2026, its #245 holding.
  • Larson Financial Group first reported a position in Morgan Stanley in Q1 2020 and has held it in 24 quarters since.
  • Larson Financial Group's Morgan Stanley position peaked at $2.27M in Q1 2026.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.