Millennium Capital Advisors’s Morgan Stanley MS Stock Holding History

Millennium Capital 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	$887K	Hold	4,243	–	–	0.48%	48
2026 Q1	$698K	Hold	4,243	–	–	0.43%	52
2025 Q4	$753K	Buy	4,243 +31	+0.7%	+$5.17K	0.44%	48
2025 Q3	$670K	Hold	4,212	–	–	0.4%	52
2025 Q2	$593K	Buy	4,212 +1	+0%	+$123	0.4%	49
2025 Q1	$491K	Buy	4,211 +76	+2%	+$9.79K	0.36%	53
2024 Q4	$520K	Hold	4,135	–	–	0.35%	52
2024 Q3	$431K	Buy	4,135 +1	+0%	+$101	0.28%	65
2024 Q2	$402K	Sell	4,134 -354	-8%	-$33.7K	0.27%	67
2024 Q1	$423K	Sell	4,488 -509	-10%	-$44.8K	0.3%	63
2023 Q4	$466K	Buy	4,997 +325	+7%	+$26K	0.36%	52
2023 Q3	$382K	Buy	4,672 +774	+20%	+$67.2K	0.33%	59
2023 Q2	$333K	Buy	3,898 +81	+2%	+$6.93K	0.27%	64
2023 Q1	$335K	Buy	3,817 +88	+2%	+$8.21K	0.3%	62
2022 Q4	$317K	Buy	3,729 +316	+9%	+$26.9K	0.32%	63
2022 Q3	$270K	Buy	3,413 +73	+2%	+$6.15K	0.28%	73
2022 Q2	$254K	Buy	3,340 +776	+30%	+$63.6K	0.25%	80
2022 Q1	$224K	Buy	+2,564	New	+$247K	0.18%	95

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

Millennium Capital Advisors's MS Position: Q2 2026 in Review

Millennium Capital Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 4,243 shares worth $887K. The position accounts for 0.48% of the portfolio, ranked #48.

Millennium Capital Advisors first reported a position in MS in Q1 2022 and has held it in 18 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Millennium Capital Advisors held 4,243 shares of Morgan Stanley worth $887K as of Q2 2026.
Millennium Capital Advisors left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.48% of Millennium Capital Advisors's portfolio in Q2 2026, its #48 holding.
Millennium Capital Advisors first reported a position in Morgan Stanley in Q1 2022 and has held it in 18 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.