PAG
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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
2023
Q1 		– Sell
-1,156
Closed -$98.3K – 413
2022
Q4 		$98.3K Hold
1,156
– – 0.08% 124
2022
Q3 		$91K Sell
1,156
-332
-22% -$28K 0.08% 128
2022
Q2 		$113K Buy
+1,488
New +$122K 0.1% 122
2022
Q1 		– Sell
-1,588
Closed -$155K – 427
2021
Q4 		$155K Buy
+1,588
New +$158K 0.13% 109

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 $3.37T AUM 44.26% 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

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. 2,737 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.
  • 2,737 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.