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McAdam LLC’s Morgan Stanley MS Stock Holding History

McAdam LLC’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 		$506K Buy
2,419
+110
+5% +$21.8K 0.02% 270
2026
Q1 		$380K Buy
2,309
+187
+9% +$32.4K 0.02% 288
2025
Q4 		$377K Buy
2,122
+196
+10% +$32.7K 0.02% 289
2025
Q3 		$306K Buy
1,926
+219
+13% +$32.3K 0.02% 302
2025
Q2 		$240K Buy
+1,707
New +$210K 0.01% 333
2025
Q1 		– Sell
-1,691
Closed -$213K – 374
2024
Q4 		$213K Buy
+1,691
New +$208K 0.01% 331
2018
Q4 		– Sell
-299
Closed -$14K – 414
2018
Q3 		$14K Hold
299
– – 0.01% 304
2018
Q2 		$14K Sell
299
-51
-15% -$2.67K 0.01% 296
2018
Q1 		$19K Buy
+350
New +$19.4K 0.01% 249

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

McAdam LLC's MS Position: Q2 2026 in Review

McAdam LLC increased its Morgan Stanley (MS) stake by 4.8% in Q2 2026, buying an estimated $21.8K and bringing the position to 2,419 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #270.

McAdam LLC first reported a position in MS in Q1 2018 and has held it in 9 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • McAdam LLC held 2,419 shares of Morgan Stanley worth $506K as of Q2 2026.
  • McAdam LLC bought 110 Morgan Stanley shares in Q2 2026, an estimated $21.8K.
  • Morgan Stanley made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #270 holding.
  • McAdam LLC first reported a position in Morgan Stanley in Q1 2018 and has held it in 9 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.