MPS Loria Financial Planners’s Morgan Stanley MS Stock Holding History

MPS Loria Financial Planners’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	$320K	Buy	1,529 +5	+0.3%	+$990	0.07%	72
2026 Q1	$251K	Buy	1,524 +6	+0.4%	+$1.04K	0.07%	80
2025 Q4	$270K	Buy	1,518 +186	+14%	+$31K	0.07%	77
2025 Q3	$212K	Buy	+1,332	New	+$197K	0.06%	81
2021 Q2	–	Sell	-1,239	Closed	-$96K	–	404
2021 Q1	$96K	Buy	1,239 +5	+0.4%	+$383	0.04%	116
2020 Q4	$84K	Buy	1,234 +1,079	+696%	+$61.9K	0.04%	126
2020 Q3	$8K	Buy	155 +1	+0.6%	+$50	﹤0.01%	249
2020 Q2	$7K	Buy	+154	New	+$6.47K	﹤0.01%	268
2017 Q3	–	Sell	-143	Closed	-$7K	–	246
2017 Q2	$7K	Buy	+143	New	+$6.17K	﹤0.01%	315

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

MPS Loria Financial Planners's MS Position: Q2 2026 in Review

MPS Loria Financial Planners increased its Morgan Stanley (MS) stake by 0.33% in Q2 2026, buying an estimated $990 and bringing the position to 1,529 shares worth $320K. The position accounts for 0.07% of the portfolio, ranked #72.

MPS Loria Financial Planners first reported a position in MS in Q2 2017 and has held it in 9 quarters since. 2,738 funds tracked by Wall St. Rank hold MS as of Q2 2026.

MPS Loria Financial Planners held 1,529 shares of Morgan Stanley worth $320K as of Q2 2026.
MPS Loria Financial Planners bought 5 Morgan Stanley shares in Q2 2026, an estimated $990.
Morgan Stanley made up 0.07% of MPS Loria Financial Planners's portfolio in Q2 2026, its #72 holding.
MPS Loria Financial Planners first reported a position in Morgan Stanley in Q2 2017 and has held it in 9 quarters since.
2,738 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.