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Mount Yale Investment Advisors’s Morgan Stanley MS Stock Holding History

Mount Yale 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
2024
Q3 		– Sell
-100
Closed -$152 – 586
2024
Q2 		$152 Buy
+100
New +$9.52K ﹤0.01% 543

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's MS Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Morgan Stanley (MS) stake by 2.6% in Q2 2026, buying an estimated $397K and bringing the position to 79,775 shares worth $16.7M. The position accounts for 0.31% of the portfolio, ranked #73.

Mount Yale Investment Advisors first reported a position in MS in Q1 2018 and has held it in 27 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Mount Yale Investment Advisors held 79,775 shares of Morgan Stanley worth $16.7M as of Q2 2026.
  • Mount Yale Investment Advisors bought 2,005 Morgan Stanley shares in Q2 2026, an estimated $397K.
  • Morgan Stanley made up 0.31% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Mount Yale Investment Advisors first reported a position in Morgan Stanley in Q1 2018 and has held it in 27 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.