MONECO Advisors’s Morgan Stanley MS Stock Holding History

MONECO 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	$1.03M	Buy	4,917 +3,295	+203%	+$652K	0.06%	257
2026 Q1	$267K	Buy	+1,622	New	+$281K	0.02%	435

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

MONECO Advisors's MS Position: Q2 2026 in Review

MONECO Advisors increased its Morgan Stanley (MS) stake by 203% in Q2 2026, buying an estimated $652K and bringing the position to 4,917 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #257.

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

MONECO Advisors held 4,917 shares of Morgan Stanley worth $1.03M as of Q2 2026.
MONECO Advisors bought 3,295 Morgan Stanley shares in Q2 2026, an estimated $652K.
Morgan Stanley made up 0.06% of MONECO Advisors's portfolio in Q2 2026, its #257 holding.
MONECO Advisors first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.