MIA
MS icon

MeadowBrook Investment Advisors’s Morgan Stanley MS Stock Holding History

MeadowBrook Investment 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 		$120K Hold
575
– – 0.1% 135
2026
Q1 		$94.6K Hold
575
– – 0.08% 152
2025
Q4 		$102K Hold
575
– – 0.09% 155
2025
Q3 		$91.4K Hold
575
– – 0.08% 162
2025
Q2 		$81K Hold
575
– – 0.07% 163
2025
Q1 		$67.1K Hold
575
– – 0.06% 162
2024
Q4 		$72.3K Hold
575
– – 0.06% 166
2024
Q3 		$59.9K Buy
575
+31
+6% +$3.12K 0.05% 162
2024
Q2 		$52.9K Hold
544
– – 0.05% 166
2024
Q1 		$51.2K Hold
544
– – 0.05% 170
2023
Q4 		$50.7K Buy
+544
New +$43.5K 0.05% 166

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

MeadowBrook Investment Advisors's MS Position: Q2 2026 in Review

MeadowBrook Investment Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 575 shares worth $120K. The position accounts for 0.1% of the portfolio, ranked #135.

MeadowBrook Investment Advisors first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • MeadowBrook Investment Advisors held 575 shares of Morgan Stanley worth $120K as of Q2 2026.
  • MeadowBrook Investment Advisors left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.1% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #135 holding.
  • MeadowBrook Investment Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.