McNamara Financial Services’s Morgan Stanley MS Stock Holding History

McNamara 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	$334K	Hold	1,600	–	–	0.06%	89
2026 Q1	$263K	Hold	1,600	–	–	0.05%	90
2025 Q4	$284K	Hold	1,600	–	–	0.05%	86
2025 Q3	$254K	Hold	1,600	–	–	0.05%	87
2025 Q2	$225K	Buy	+1,600	New	+$197K	0.04%	90
2025 Q1	–	Sell	-1,600	Closed	-$201K	–	92
2024 Q4	$201K	Buy	+1,600	New	+$197K	0.05%	69
2016 Q1	–	Sell	-71,411	Closed	-$2.27M	–	69
2015 Q4	$2.27M	Buy	71,411 +1,103	+2%	+$36.7K	2.23%	21
2015 Q3	$2.21M	Buy	70,308 +102	+0.1%	+$3.71K	2.33%	18
2015 Q2	$2.72M	Sell	70,206 -598	-0.8%	-$22.8K	2.57%	8
2015 Q1	$2.53M	Buy	70,804 +1	+0%	+$36	2.32%	11
2014 Q4	$2.75M	Buy	+70,803	New	+$2.52M	2.5%	6

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

McNamara Financial Services held its Morgan Stanley (MS) position steady in Q2 2026 at 1,600 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #89.

McNamara Financial Services first reported a position in MS in Q4 2014 and has held it in 11 quarters since. The position peaked at $2.75M in Q4 2014. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

McNamara Financial Services held 1,600 shares of Morgan Stanley worth $334K as of Q2 2026.
McNamara Financial Services left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.06% of McNamara Financial Services's portfolio in Q2 2026, its #89 holding.
McNamara Financial Services first reported a position in Morgan Stanley in Q4 2014 and has held it in 11 quarters since.
McNamara Financial Services's Morgan Stanley position peaked at $2.75M in Q4 2014.
2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.