Northern Financial Advisors’s Morgan Stanley MS Stock Holding History

Northern Financial 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	$1.14M	Buy	5,473 +2	+0%	+$396	0.76%	38
2026 Q1	$900K	Buy	5,471 +3,062	+127%	+$530K	0.66%	47
2025 Q4	$428K	Sell	2,409 -2,942	-55%	-$491K	0.49%	58
2025 Q3	$851K	Buy	5,351 +24	+0.5%	+$3.54K	0.45%	59
2025 Q2	$750K	Buy	5,327 +91	+2%	+$11.2K	0.56%	51
2025 Q1	$611K	Sell	5,236 -102	-2%	-$13.1K	0.5%	60
2024 Q4	$671K	Sell	5,338 -68	-1%	-$8.38K	0.54%	55
2024 Q3	$564K	Buy	5,406 +107	+2%	+$10.8K	0.43%	71
2024 Q2	$515K	Sell	5,299 -9	-0.2%	-$857	0.41%	75
2024 Q1	$500K	Hold	5,308	–	–	0.39%	79
2023 Q4	$495K	Sell	5,308 -1,697	-24%	-$136K	0.42%	75
2023 Q3	$572K	Sell	7,005 -225	-3%	-$19.5K	0.52%	60
2023 Q2	$617K	Sell	7,230 -816	-10%	-$69.8K	0.54%	59
2023 Q1	$706K	Buy	8,046 +902	+13%	+$84.2K	0.67%	49
2022 Q4	$607K	Buy	+7,144	New	+$609K	0.69%	50

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

Northern Financial Advisors's MS Position: Q2 2026 in Review

Northern Financial Advisors increased its Morgan Stanley (MS) stake by 0.04% in Q2 2026, buying an estimated $396 and bringing the position to 5,473 shares worth $1.14M. The position accounts for 0.76% of the portfolio, ranked #38.

Northern Financial Advisors first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Northern Financial Advisors held 5,473 shares of Morgan Stanley worth $1.14M as of Q2 2026.
Northern Financial Advisors bought 2 Morgan Stanley shares in Q2 2026, an estimated $396.
Morgan Stanley made up 0.76% of Northern Financial Advisors's portfolio in Q2 2026, its #38 holding.
Northern Financial Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.