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Legacy Edge Advisors’s Morgan Stanley MS Stock Holding History

Legacy Edge 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
2026
Q2 		$1.18M Buy
5,664
+2,600
+85% +$515K 0.11% 97
2026
Q1 		$504K Sell
3,064
-226
-7% -$39.1K 0.05% 136
2025
Q4 		$584K Sell
3,290
-14
-0.4% -$2.33K 0.06% 116
2025
Q3 		$525K Sell
3,304
-25
-0.8% -$3.69K 0.06% 120
2025
Q2 		$469K Buy
3,329
+545
+20% +$66.9K 0.06% 124
2025
Q1 		$325K Hold
2,784
– – 0.05% 144
2024
Q4 		$350K Buy
2,784
+144
+5% +$17.7K 0.06% 130
2024
Q3 		$275K Sell
2,640
-203
-7% -$20.4K 0.04% 154
2024
Q2 		$276K Buy
2,843
+92
+3% +$8.76K 0.05% 144
2024
Q1 		$259K Buy
2,751
+144
+6% +$12.7K 0.05% 141
2023
Q4 		$243K Buy
+2,607
New +$209K 0.06% 140

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

Legacy Edge Advisors's MS Position: Q2 2026 in Review

Legacy Edge Advisors increased its Morgan Stanley (MS) stake by 85% in Q2 2026, buying an estimated $515K and bringing the position to 5,664 shares worth $1.18M. The position accounts for 0.11% of the portfolio, ranked #97.

Legacy Edge Advisors first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Legacy Edge Advisors held 5,664 shares of Morgan Stanley worth $1.18M as of Q2 2026.
  • Legacy Edge Advisors bought 2,600 Morgan Stanley shares in Q2 2026, an estimated $515K.
  • Morgan Stanley made up 0.11% of Legacy Edge Advisors's portfolio in Q2 2026, its #97 holding.
  • Legacy Edge Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.