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Maxele Advisors’s Morgan Stanley MS Stock Holding History

Maxele 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 		$555K Buy
+2,655
New +$526K 0.39% 57
2025
Q4 		$471K Buy
2,655
+410
+18% +$68.4K 0.38% 58
2025
Q3 		$357K Hold
2,245
– – 0.31% 67
2025
Q2 		$316K Hold
2,245
– – 0.28% 76
2025
Q1 		$262K Sell
2,245
-30
-1% -$3.87K 0.25% 84
2024
Q4 		$286K Buy
+2,275
New +$280K 0.27% 78
2022
Q2 		– Sell
-2,615
Closed -$229K – 85
2022
Q1 		$229K Hold
2,615
– – 0.28% 82
2021
Q4 		$257K Buy
+2,615
New +$260K 0.3% 75

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

Maxele Advisors's MS Position: Q2 2026 in Review

Maxele Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 2,655 shares worth $555K. The stake represents 0.39% of the portfolio and ranks #57 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in MS as recently as Q4 2025.

Maxele Advisors first reported a position in MS in Q4 2021 and has held it in 8 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Maxele Advisors held 2,655 shares of Morgan Stanley worth $555K as of Q2 2026.
  • Morgan Stanley was a new Maxele Advisors position in Q2 2026.
  • Morgan Stanley made up 0.39% of Maxele Advisors's portfolio in Q2 2026, its #57 holding.
  • Maxele Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 8 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.