MFG
MS icon

Mosaic Financial Group’s Morgan Stanley MS Stock Holding History

Mosaic Financial Group’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 		$457K Buy
2,184
+5
+0.2% +$990 0.29% 77
2026
Q1 		$359K Buy
2,179
+12
+0.6% +$2.08K 0.25% 80
2025
Q4 		$385K Hold
2,167
– – 0.26% 83
2025
Q3 		$344K Hold
2,167
– – 0.24% 82
2025
Q2 		$305K Sell
2,167
-27
-1% -$3.32K 0.23% 89
2025
Q1 		$256K Sell
2,194
-358
-14% -$46.1K 0.21% 96
2024
Q4 		$321K Buy
2,552
+258
+11% +$31.8K 0.23% 83
2024
Q3 		$239K Sell
2,294
-200
-8% -$20.1K 0.17% 108
2024
Q2 		$242K Sell
2,494
-1,298
-34% -$124K 0.17% 104
2024
Q1 		$357K Buy
+3,792
New +$334K 0.29% 71

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

Mosaic Financial Group's MS Position: Q2 2026 in Review

Mosaic Financial Group increased its Morgan Stanley (MS) stake by 0.23% in Q2 2026, buying an estimated $990 and bringing the position to 2,184 shares worth $457K. The position accounts for 0.29% of the portfolio, ranked #77.

Mosaic Financial Group first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Mosaic Financial Group held 2,184 shares of Morgan Stanley worth $457K as of Q2 2026.
  • Mosaic Financial Group bought 5 Morgan Stanley shares in Q2 2026, an estimated $990.
  • Morgan Stanley made up 0.29% of Mosaic Financial Group's portfolio in Q2 2026, its #77 holding.
  • Mosaic Financial Group first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.