Legacy Financial Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.35M | Buy |
6,449
+659
| +11% | +$130K | 0.16% | 103 |
|
|
2026
Q1 | $953K | Buy |
5,790
+449
| +8% | +$77.7K | 0.13% | 137 |
|
|
2025
Q4 | $948K | Sell |
5,341
-833
| -13% | -$139K | 0.13% | 133 |
|
|
2025
Q3 | $981K | Buy |
6,174
+14
| +0.2% | +$2.07K | 0.14% | 124 |
|
|
2025
Q2 | $868K | Buy |
6,160
+154
| +3% | +$18.9K | 0.14% | 129 |
|
|
2025
Q1 | $701K | Sell |
6,006
-352
| -6% | -$45.4K | 0.12% | 151 |
|
|
2024
Q4 | $799K | Buy |
6,358
+379
| +6% | +$46.7K | 0.13% | 128 |
|
|
2024
Q3 | $623K | Sell |
5,979
-1,022
| -15% | -$103K | 0.1% | 166 |
|
|
2024
Q2 | $680K | Buy |
7,001
+1,107
| +19% | +$105K | 0.12% | 141 |
|
|
2024
Q1 | $555K | Buy |
5,894
+72
| +1% | +$6.34K | 0.1% | 171 |
|
|
2023
Q4 | $543K | Buy |
5,822
+261
| +5% | +$20.9K | 0.1% | 156 |
|
|
2023
Q3 | $454K | Sell |
5,561
-92
| -2% | -$7.99K | 0.09% | 150 |
|
|
2023
Q2 | $483K | Sell |
5,653
-106
| -2% | -$9.06K | 0.09% | 140 |
|
|
2023
Q1 | $506K | Sell |
5,759
-87
| -1% | -$8.12K | 0.1% | 127 |
|
|
2022
Q4 | $497K | Buy |
5,846
+1,176
| +25% | +$100K | 0.11% | 113 |
|
|
2022
Q3 | $369K | Buy |
4,670
+548
| +13% | +$46.2K | 0.09% | 132 |
|
|
2022
Q2 | $313K | Sell |
4,122
-544
| -12% | -$44.6K | 0.08% | 146 |
|
|
2022
Q1 | $408K | Buy |
4,666
+104
| +2% | +$10K | 0.09% | 123 |
|
|
2021
Q4 | $448K | Buy |
4,562
+102
| +2% | +$10.2K | 0.1% | 104 |
|
|
2021
Q3 | $434K | Buy |
4,460
+655
| +17% | +$64.9K | 0.11% | 91 |
|
|
2021
Q2 | $349K | Buy |
3,805
+103
| +3% | +$8.83K | 0.09% | 107 |
|
|
2021
Q1 | $287K | Buy |
3,702
+218
| +6% | +$16.7K | 0.08% | 116 |
|
|
2020
Q4 | $239K | Buy |
+3,484
| New | +$200K | 0.07% | 121 |
|
|
2019
Q2 | – | Sell |
-4,137
| Closed | -$175K | – | 611 |
|
|
2019
Q1 | $175K | Buy |
4,137
+949
| +30% | +$39.9K | 0.06% | 114 |
|
|
2018
Q4 | $126K | Sell |
3,188
-1,184
| -27% | -$51.7K | 0.05% | 129 |
|
|
2018
Q3 | $203K | Buy |
4,372
+33
| +0.8% | +$1.61K | 0.07% | 104 |
|
|
2018
Q2 | $209K | Buy |
4,339
+1,608
| +59% | +$84K | 0.08% | 100 |
|
|
2018
Q1 | $147K | Sell |
2,731
-4
| -0.1% | -$221 | 0.06% | 137 |
|
|
2017
Q4 | $143K | Buy |
+2,735
| New | +$138K | 0.06% | 144 |
|
Other funds holding MS
Legacy Financial Advisors's MS Position: Q2 2026 in Review
Legacy Financial Advisors increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $130K and bringing the position to 6,449 shares worth $1.35M. The position accounts for 0.16% of the portfolio, ranked #103.
Legacy Financial Advisors first reported a position in MS in Q4 2017 and has held it in 29 quarters since. 2,728 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Legacy Financial Advisors held 6,449 shares of Morgan Stanley worth $1.35M as of Q2 2026.
- Legacy Financial Advisors bought 659 Morgan Stanley shares in Q2 2026, an estimated $130K.
- Morgan Stanley made up 0.16% of Legacy Financial Advisors's portfolio in Q2 2026, its #103 holding.
- Legacy Financial Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 29 quarters since.
- 2,728 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.