Pacific Excel Wealth Advisors’s Morgan Stanley MS Stock Holding History

Pacific Excel Wealth 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	$452K	Buy	+2,160	New	+$428K	0.17%	108

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Pacific Excel Wealth Advisors's MS Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 2,160 shares worth $452K. The stake represents 0.17% of the portfolio and ranks #108 among its holdings.

2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Pacific Excel Wealth Advisors held 2,160 shares of Morgan Stanley worth $452K as of Q2 2026.
Morgan Stanley was a new Pacific Excel Wealth Advisors position in Q2 2026.
Morgan Stanley made up 0.17% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #108 holding.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.