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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 		$469K Buy
3,329
+265
+9% +$52.5K 0.06% 124
2026
Q1 		$504K Sell
3,064
-226
-7% -$39.1K 0.05% 136
2025
Q4 		$584K Buy
+3,290
New +$549K 0.06% 116

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Legacy Edge Advisors increased its Morgan Stanley (MS) stake by 8.6% in Q2 2026, buying an estimated $52.5K and bringing the position to 3,329 shares worth $469K. The position accounts for 0.06% of the portfolio, ranked #124.

Legacy Edge Advisors first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $584K in Q4 2025. 1,854 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Legacy Edge Advisors held 3,329 shares of Morgan Stanley worth $469K as of Q2 2026.
  • Legacy Edge Advisors bought 265 Morgan Stanley shares in Q2 2026, an estimated $52.5K.
  • Morgan Stanley made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #124 holding.
  • Legacy Edge Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Morgan Stanley position peaked at $584K in Q4 2025.
  • 1,854 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.