Mayfair Advisory Group’s Morgan Stanley MS Stock Holding History

Mayfair Advisory Group’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	$442K	Buy	2,062 +35	+2%	+$6.93K	0.13%	115
2026 Q1	$334K	Hold	2,027	–	–	0.12%	131
2025 Q4	$369K	Hold	2,027	–	–	0.14%	121
2025 Q3	$322K	Hold	2,027	–	–	0.14%	128
2025 Q2	$290K	Hold	2,027	–	–	0.14%	138
2025 Q1	$236K	Sell	2,027 -213	-10%	-$27.4K	0.14%	140
2024 Q4	$282K	Hold	2,240	–	–	0.17%	115
2024 Q3	$242K	Hold	2,240	–	–	0.15%	129
2024 Q2	$233K	Sell	2,240 -253	-10%	-$24.1K	0.16%	120
2024 Q1	$235K	Buy	2,493 +63	+3%	+$5.55K	0.17%	121
2023 Q4	$228K	Buy	+2,430	New	+$194K	0.19%	113
2023 Q3	–	Sell	-2,467	Closed	-$206K	–	128
2023 Q2	$206K	Hold	2,467	–	–	0.21%	118
2023 Q1	$214K	Hold	2,467	–	–	0.23%	105
2022 Q4	$216K	Buy	+2,467	New	+$210K	0.28%	101
2022 Q3	–	Sell	-2,517	Closed	-$212K	–	120
2022 Q2	$212K	Buy	+2,517	New	+$206K	0.28%	110
2022 Q1	–	Sell	-1,980	Closed	-$201K	–	106
2021 Q4	$201K	Buy	+1,980	New	+$197K	0.27%	96

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mayfair Advisory Group's MS Position: Q2 2026 in Review

Mayfair Advisory Group increased its Morgan Stanley (MS) stake by 1.7% in Q2 2026, buying an estimated $6.93K and bringing the position to 2,062 shares worth $442K. The position accounts for 0.13% of the portfolio, ranked #115.

Mayfair Advisory Group first reported a position in MS in Q4 2021 and has held it in 16 quarters since. 1,991 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Mayfair Advisory Group held 2,062 shares of Morgan Stanley worth $442K as of Q2 2026.
Mayfair Advisory Group bought 35 Morgan Stanley shares in Q2 2026, an estimated $6.93K.
Morgan Stanley made up 0.13% of Mayfair Advisory Group's portfolio in Q2 2026, its #115 holding.
Mayfair Advisory Group first reported a position in Morgan Stanley in Q4 2021 and has held it in 16 quarters since.
1,991 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.