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Mattson Financial Services’s Morgan Stanley MS Stock Holding History

Mattson Financial Services’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 		$6.08M Sell
27,861
-1,305
-4% -$258K 1.27% 16
2026
Q1 		$4.8M Sell
29,166
-65
-0.2% -$11.3K 1.15% 19
2025
Q4 		$5.19M Sell
29,231
-2,120
-7% -$354K 1.21% 16
2025
Q3 		$4.98M Sell
31,351
-92
-0.3% -$13.6K 1.19% 15
2025
Q2 		$4.43M Sell
31,443
-276
-0.9% -$33.9K 1.19% 19
2025
Q1 		$3.7M Buy
31,719
+439
+1% +$56.6K 1.11% 22
2024
Q4 		$3.26M Sell
31,280
-2,581
-8% -$318K 1.04% 27
2024
Q3 		$3.29M Sell
33,861
-213
-0.6% -$21.4K 1.18% 19
2024
Q2 		$3.31M Buy
+34,074
New +$3.24M 1.18% 19

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

Mattson Financial Services's MS Position: Q2 2026 in Review

Mattson Financial Services reduced its Morgan Stanley (MS) stake by 4.5% in Q2 2026, selling an estimated $258K and leaving 27,861 shares worth $6.08M. The position accounts for 1.27% of the portfolio, ranked #16.

Mattson Financial Services first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,742 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Mattson Financial Services held 27,861 shares of Morgan Stanley worth $6.08M as of Q2 2026.
  • Mattson Financial Services sold 1,305 Morgan Stanley shares in Q2 2026, an estimated $258K.
  • Morgan Stanley made up 1.27% of Mattson Financial Services's portfolio in Q2 2026, its #16 holding.
  • Mattson Financial Services first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 2,742 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.