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LifeSteps Financial’s Morgan Stanley MS Stock Holding History

LifeSteps Financial’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 		$65.6K Buy
+314
New +$62.2K 0.03% 188
2024
Q2 		– Sell
-621
Closed -$58.5K – 284
2024
Q1 		$58.5K Buy
+621
New +$54.7K 0.04% 146

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

LifeSteps Financial's MS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Morgan Stanley (MS) in Q2 2026: 314 shares worth $65.6K. The stake represents 0.03% of the portfolio and ranks #188 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in MS as recently as Q1 2024.

LifeSteps Financial first reported a position in MS in Q1 2024 and has held it in 2 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • LifeSteps Financial held 314 shares of Morgan Stanley worth $65.6K as of Q2 2026.
  • Morgan Stanley was a new LifeSteps Financial position in Q2 2026.
  • Morgan Stanley made up 0.03% of LifeSteps Financial's portfolio in Q2 2026, its #188 holding.
  • LifeSteps Financial first reported a position in Morgan Stanley in Q1 2024 and has held it in 2 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.