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OneAscent Financial Services’s Morgan Stanley MS Stock Holding History

OneAscent Financial Services’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 		$522K Buy
2,496
+48
+2% +$9.51K 0.03% 372
2026
Q1 		$403K Buy
2,448
+688
+39% +$119K 0.02% 387
2025
Q4 		$313K Sell
1,760
-30
-2% -$5K 0.03% 341
2025
Q3 		$284K Sell
1,790
-601
-25% -$88.7K 0.02% 395
2025
Q2 		$337K Sell
2,391
-1,633
-41% -$201K 0.02% 383
2025
Q1 		$466K Buy
+4,024
New +$519K 0.03% 346
2022
Q3 		– Sell
-4,571
Closed -$348K – 230
2022
Q2 		$348K Buy
4,571
+718
+19% +$58.8K 0.16% 124
2022
Q1 		$337K Buy
3,853
+121
+3% +$11.7K 0.24% 76
2021
Q4 		$366K Buy
+3,732
New +$372K 0.7% 51
2021
Q1 		$348K Sell
4,480
-56
-1% -$4.29K 0.34% 65
2020
Q4 		$311K Sell
4,536
-4,182
-48% -$240K 0.33% 68
2020
Q3 		$421K Sell
8,718
-69
-0.8% -$3.48K 0.22% 98
2020
Q2 		$424K Buy
8,787
+1,180
+16% +$49.6K 0.28% 75
2020
Q1 		$259K Sell
7,607
-1,314
-15% -$61.9K 0.2% 103
2019
Q4 		$456K Buy
+8,921
New +$422K 0.25% 64
2019
Q3 		– Sell
-9,364
Closed -$410K – 126
2019
Q2 		$410K Buy
+9,364
New +$418K 0.28% 73

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

OneAscent Financial Services's MS Position: Q2 2026 in Review

OneAscent Financial Services increased its Morgan Stanley (MS) stake by 2% in Q2 2026, buying an estimated $9.51K and bringing the position to 2,496 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #372.

OneAscent Financial Services first reported a position in MS in Q2 2019 and has held it in 16 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • OneAscent Financial Services held 2,496 shares of Morgan Stanley worth $522K as of Q2 2026.
  • OneAscent Financial Services bought 48 Morgan Stanley shares in Q2 2026, an estimated $9.51K.
  • Morgan Stanley made up 0.03% of OneAscent Financial Services's portfolio in Q2 2026, its #372 holding.
  • OneAscent Financial Services first reported a position in Morgan Stanley in Q2 2019 and has held it in 16 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.