Paladin Advisory Group’s Morgan Stanley MS Stock Holding History

Paladin Advisory Group’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	$211K	Hold	1,011	–	–	0.14%	86
2026 Q1	$166K	Sell	1,011 -145	-13%	-$25.1K	0.13%	94
2025 Q4	$205K	Hold	1,156	–	–	0.15%	84
2025 Q3	$184K	Hold	1,156	–	–	0.14%	81
2025 Q2	$163K	Hold	1,156	–	–	0.12%	92
2025 Q1	$135K	Hold	1,156	–	–	0.11%	100
2024 Q4	$145K	Hold	1,156	–	–	0.11%	99
2024 Q3	$121K	Hold	1,156	–	–	0.09%	105
2024 Q2	$115K	Hold	1,156	–	–	0.09%	110
2024 Q1	$108K	Hold	1,156	–	–	0.09%	108
2023 Q4	$108K	Hold	1,156	–	–	0.09%	109
2023 Q3	$94.4K	Hold	1,156	–	–	0.08%	120
2023 Q2	$98.7K	Hold	1,156	–	–	0.08%	123
2023 Q1	$101K	Buy	+1,156	New	+$108K	0.08%	125
2022 Q2	–	Sell	-1,488	Closed	-$122K	–	430
2022 Q1	$129K	Buy	+1,488	New	+$144K	0.11%	116

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

Paladin Advisory Group's MS Position: Q2 2026 in Review

Paladin Advisory Group held its Morgan Stanley (MS) position steady in Q2 2026 at 1,011 shares worth $211K. The position accounts for 0.14% of the portfolio, ranked #86.

Paladin Advisory Group first reported a position in MS in Q1 2022 and has held it in 15 quarters since. 2,738 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Paladin Advisory Group held 1,011 shares of Morgan Stanley worth $211K as of Q2 2026.
Paladin Advisory Group left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.14% of Paladin Advisory Group's portfolio in Q2 2026, its #86 holding.
Paladin Advisory Group first reported a position in Morgan Stanley in Q1 2022 and has held it in 15 quarters since.
2,738 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.