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Moneta Group Investment Advisors’s Morgan Stanley MS Stock Holding History

Moneta Group 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 		$2.63M Buy
12,594
+1,860
+17% +$368K 0.02% 270
2026
Q1 		$1.77M Buy
10,734
+65
+0.6% +$11.3K 0.01% 281
2025
Q4 		$1.89M Sell
10,669
-661
-6% -$110K 0.01% 273
2025
Q3 		$1.8M Buy
11,330
+2,488
+28% +$367K 0.01% 272
2025
Q2 		$1.25M Buy
8,842
+33
+0.4% +$4.05K 0.01% 278
2025
Q1 		$1.03M Buy
8,809
+2,041
+30% +$263K 0.01% 289
2024
Q4 		$851K Sell
6,768
-73
-1% -$8.99K 0.01% 303
2024
Q3 		$713K Buy
6,841
+869
+15% +$87.5K 0.01% 336
2024
Q2 		$580K Buy
5,972
+312
+6% +$29.7K 0.01% 355
2024
Q1 		$533K Sell
5,660
-4,318
-43% -$380K 0.01% 364
2023
Q4 		$930K Sell
9,978
-441
-4% -$35.3K 0.02% 249
2023
Q3 		$851K Buy
10,419
+12
+0.1% +$1.04K 0.02% 241
2023
Q2 		$889K Sell
10,407
-571
-5% -$48.8K 0.02% 239
2023
Q1 		$964K Buy
10,978
+3,236
+42% +$302K 0.02% 217
2022
Q4 		$753K Sell
7,742
-713
-8% -$60.8K 0.02% 235
2022
Q3 		$668K Buy
8,455
+41
+0.5% +$3.46K 0.03% 236
2022
Q2 		$640K Buy
8,414
+874
+12% +$71.6K 0.02% 267
2022
Q1 		$659K Buy
7,540
+1,743
+30% +$168K 0.03% 256
2021
Q4 		$569K Sell
5,797
-533
-8% -$53.1K 0.02% 279
2021
Q3 		$616K Sell
6,330
-6,310
-50% -$625K 0.03% 254
2021
Q2 		$1.16M Buy
12,640
+1,064
+9% +$91.2K 0.05% 183
2021
Q1 		$899K Buy
11,576
+1,376
+13% +$105K 0.05% 188
2020
Q4 		$699K Buy
10,200
+1,100
+12% +$63.1K 0.05% 168
2020
Q3 		$440K Sell
9,100
-175
-2% -$8.82K 0.04% 177
2020
Q2 		$448K Sell
9,275
-549
-6% -$23.1K 0.04% 175
2020
Q1 		$334K Sell
9,824
-4,691
-32% -$221K 0.03% 191
2019
Q4 		$742K Sell
14,515
-203
-1% -$9.61K 0.06% 142
2019
Q3 		$628K Buy
14,718
+3,716
+34% +$159K 0.06% 149
2019
Q2 		$482K Buy
11,002
+7
+0.1% +$312 0.05% 159
2019
Q1 		$464K Sell
10,995
-1
-0% -$42 0.05% 148
2018
Q4 		$436K Buy
10,996
+496
+5% +$21.6K 0.05% 148
2018
Q3 		$489K Sell
10,500
-50
-0.5% -$2.44K 0.05% 149
2018
Q2 		$500K Buy
10,550
+1,050
+11% +$54.9K 0.06% 172
2018
Q1 		$513K Buy
9,500
+483
+5% +$26.7K 0.07% 123
2017
Q4 		$473K Buy
9,017
+1,005
+13% +$50.8K 0.07% 127
2017
Q3 		$386K Sell
8,012
-3,498
-30% -$162K 0.06% 144
2017
Q2 		$513K Buy
11,510
+500
+5% +$21.6K 0.08% 120
2017
Q1 		$472K Sell
11,010
-37
-0.3% -$1.64K 0.09% 88
2016
Q4 		$467K Buy
11,047
+37
+0.3% +$1.4K 0.1% 96
2016
Q3 		$353K Hold
11,010
– – 0.08% 98
2016
Q2 		$286K Hold
11,010
– – 0.06% 131
2016
Q1 		$275K Buy
11,010
+1,500
+16% +$38.3K 0.06% 136
2015
Q4 		$303K Buy
9,510
+4,435
+87% +$147K 0.07% 109
2015
Q3 		$160K Sell
5,075
-3,935
-44% -$143K 0.04% 141
2015
Q2 		$349K Hold
9,010
– – 0.11% 95
2015
Q1 		$322K Hold
9,010
– – 0.14% 115
2014
Q4 		$350K Buy
9,010
+500
+6% +$17.8K 0.17% 102
2014
Q3 		$294K Buy
+8,510
New +$284K 0.15% 110

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

Moneta Group Investment Advisors's MS Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Morgan Stanley (MS) stake by 17% in Q2 2026, buying an estimated $368K and bringing the position to 12,594 shares worth $2.63M. The position accounts for 0.02% of the portfolio, ranked #270.

Moneta Group Investment Advisors first reported a position in MS in Q3 2014 and has held it in 48 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Moneta Group Investment Advisors held 12,594 shares of Morgan Stanley worth $2.63M as of Q2 2026.
  • Moneta Group Investment Advisors bought 1,860 Morgan Stanley shares in Q2 2026, an estimated $368K.
  • Morgan Stanley made up 0.02% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #270 holding.
  • Moneta Group Investment Advisors first reported a position in Morgan Stanley in Q3 2014 and has held it in 48 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.