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PDS Planning’s Morgan Stanley MS Stock Holding History

PDS Planning’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 		$1.45M Buy
6,927
+295
+4% +$58.4K 0.08% 120
2026
Q1 		$1.09M Sell
6,632
-29
-0.4% -$5.02K 0.07% 127
2025
Q4 		$1.18M Buy
6,661
+113
+2% +$18.8K 0.08% 120
2025
Q3 		$1.04M Buy
6,548
+5
+0.1% +$738 0.07% 131
2025
Q2 		$922K Buy
6,543
+462
+8% +$56.7K 0.07% 138
2025
Q1 		$709K Buy
6,081
+431
+8% +$55.5K 0.06% 162
2024
Q4 		$710K Sell
5,650
-63
-1% -$7.76K 0.06% 137
2024
Q3 		$596K Buy
5,713
+115
+2% +$11.6K 0.05% 164
2024
Q2 		$544K Buy
5,598
+124
+2% +$11.8K 0.05% 160
2024
Q1 		$515K Buy
5,474
+359
+7% +$31.6K 0.05% 157
2023
Q4 		$477K Sell
5,115
-153
-3% -$12.2K 0.05% 152
2023
Q3 		$430K Buy
5,268
+58
+1% +$5.04K 0.06% 151
2023
Q2 		$445K Buy
5,210
+132
+3% +$11.3K 0.06% 151
2023
Q1 		$446K Buy
+5,078
New +$474K 0.06% 132

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

PDS Planning's MS Position: Q2 2026 in Review

PDS Planning increased its Morgan Stanley (MS) stake by 4.4% in Q2 2026, buying an estimated $58.4K and bringing the position to 6,927 shares worth $1.45M. The position accounts for 0.08% of the portfolio, ranked #120.

PDS Planning first reported a position in MS in Q1 2023 and has held it in 14 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • PDS Planning held 6,927 shares of Morgan Stanley worth $1.45M as of Q2 2026.
  • PDS Planning bought 295 Morgan Stanley shares in Q2 2026, an estimated $58.4K.
  • Morgan Stanley made up 0.08% of PDS Planning's portfolio in Q2 2026, its #120 holding.
  • PDS Planning first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.