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Midland Wealth Advisors’s Morgan Stanley MS Stock Holding History

Midland Wealth 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 		$204K Buy
+977
New +$193K 0.01% 158
2024
Q3 		– Sell
-2,456
Closed -$239K – 215
2024
Q2 		$239K Buy
2,456
+153
+7% +$14.6K 0.01% 191
2024
Q1 		$217K Buy
2,303
+17
+0.7% +$1.5K 0.01% 185
2023
Q4 		$213K Buy
+2,286
New +$183K 0.01% 184

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

Midland Wealth Advisors's MS Position: Q2 2026 in Review

Midland Wealth Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 977 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #158 among its holdings. This is a return to the name: Midland Wealth Advisors previously reported a position in MS as recently as Q2 2024.

Midland Wealth Advisors first reported a position in MS in Q4 2023 and has held it in 4 quarters since. The position peaked at $239K in Q2 2024. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Midland Wealth Advisors held 977 shares of Morgan Stanley worth $204K as of Q2 2026.
  • Morgan Stanley was a new Midland Wealth Advisors position in Q2 2026.
  • Morgan Stanley made up 0.01% of Midland Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • Midland Wealth Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 4 quarters since.
  • Midland Wealth Advisors's Morgan Stanley position peaked at $239K in Q2 2024.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.