MHS
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M Holdings Securities’s Morgan Stanley MS Stock Holding History

M Holdings Securities’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 		– Sell
-11,414
Closed -$2.1M – 232
2026
Q1 		$2.1M Buy
+11,414
New +$1.98M 0.14% 126
2023
Q2 		– Sell
-6,069
Closed -$533K – 365
2023
Q1 		$533K Buy
6,069
+125
+2% +$11.7K 0.06% 250
2022
Q4 		$505K Sell
5,944
-128
-2% -$10.9K 0.05% 248
2022
Q3 		$480K Buy
6,072
+589
+11% +$49.6K 0.05% 249
2022
Q2 		$417K Buy
5,483
+381
+7% +$31.2K 0.04% 279
2022
Q1 		$446K Buy
+5,102
New +$492K 0.03% 315
2021
Q2 		– Sell
-5,382
Closed -$418K – 382
2021
Q1 		$418K Buy
+5,382
New +$412K 0.04% 320
2019
Q2 		– Sell
-9,111
Closed -$384K – 289
2019
Q1 		$384K Buy
9,111
+2,492
+38% +$105K 0.09% 241
2018
Q4 		$262K Buy
6,619
+778
+13% +$34K 0.08% 265
2018
Q3 		$272K Buy
5,841
+40
+0.7% +$1.95K 0.07% 282
2018
Q2 		$275K Buy
5,801
+113
+2% +$5.91K 0.08% 278
2018
Q1 		$307K Buy
5,688
+31
+0.5% +$1.72K 0.09% 249
2017
Q4 		$297K Sell
5,657
-126
-2% -$6.37K 0.09% 250
2017
Q3 		$279K Buy
5,783
+245
+4% +$11.4K 0.09% 248
2017
Q2 		$247K Buy
5,538
+393
+8% +$16.9K 0.08% 251
2017
Q1 		$220K Buy
5,145
+83
+2% +$3.68K 0.08% 245
2016
Q4 		$214K Buy
+5,062
New +$191K 0.07% 231
2014
Q4 		– Sell
-2,010
Closed -$77K – 340
2014
Q3 		$77K Buy
+2,010
New +$67K 0.04% 330
2014
Q1 		– Sell
-7,335
Closed -$230K – 183
2013
Q4 		$230K Buy
+7,335
New +$218K 0.16% 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 $3.37T 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

M Holdings Securities's MS Position: Q2 2026 in Review

M Holdings Securities sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 11,414 shares — an estimated $2.1M sold.

M Holdings Securities first reported a position in MS in Q4 2013 and held it in 19 quarters. The position peaked at $2.1M in Q1 2026. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • M Holdings Securities reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 11,414 Morgan Stanley shares in Q2 2026, an estimated $2.1M.
  • M Holdings Securities first reported a position in Morgan Stanley in Q4 2013 and held it in 19 quarters.
  • M Holdings Securities's Morgan Stanley position peaked at $2.1M in Q1 2026.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.