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Personal CFO Solutions’s Morgan Stanley MS Stock Holding History

Personal CFO Solutions’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 		$1.5M Buy
7,157
+216
+3% +$42.8K 0.22% 75
2026
Q1 		$1.14M Buy
6,941
+790
+13% +$137K 0.16% 112
2025
Q4 		$1.09M Sell
6,151
-422
-6% -$70.4K 0.17% 110
2025
Q3 		$1.04M Sell
6,573
-80
-1% -$11.8K 0.18% 110
2025
Q2 		$937K Buy
6,653
+9
+0.1% +$1.1K 0.17% 118
2025
Q1 		$775K Buy
6,644
+484
+8% +$62.4K 0.16% 137
2024
Q4 		$774K Sell
6,160
-134
-2% -$16.5K 0.15% 135
2024
Q3 		$656K Sell
6,294
-83
-1% -$8.36K 0.09% 211
2024
Q2 		$620K Sell
6,377
-136
-2% -$12.9K 0.1% 208
2024
Q1 		$613K Sell
6,513
-391
-6% -$34.4K 0.1% 205
2023
Q4 		$644K Sell
6,904
-413
-6% -$33K 0.11% 185
2023
Q3 		$598K Buy
7,317
+152
+2% +$13.2K 0.12% 163
2023
Q2 		$612K Buy
7,165
+646
+10% +$55.2K 0.12% 163
2023
Q1 		$572K Buy
6,519
+205
+3% +$19.1K 0.12% 168
2022
Q4 		$537K Sell
6,314
-298
-5% -$25.4K 0.11% 179
2022
Q3 		$522K Buy
6,612
+82
+1% +$6.91K 0.13% 148
2022
Q2 		$497K Buy
6,530
+113
+2% +$9.26K 0.12% 157
2022
Q1 		$561K Buy
6,417
+1,017
+19% +$98.1K 0.11% 174
2021
Q4 		$530K Sell
5,400
-6
-0.1% -$598 0.1% 191
2021
Q3 		$526K Sell
5,406
-903
-14% -$89.5K 0.11% 181
2021
Q2 		$578K Sell
6,309
-188
-3% -$16.1K 0.12% 173
2021
Q1 		$505K Buy
6,497
+267
+4% +$20.5K 0.11% 171
2020
Q4 		$427K Sell
6,230
-432
-6% -$24.8K 0.11% 189
2020
Q3 		$0 Buy
6,662
+2,259
+51% +$114K ﹤0.01% 263
2020
Q2 		$213K Buy
+4,403
New +$185K 0.06% 276

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

Personal CFO Solutions's MS Position: Q2 2026 in Review

Personal CFO Solutions increased its Morgan Stanley (MS) stake by 3.1% in Q2 2026, buying an estimated $42.8K and bringing the position to 7,157 shares worth $1.5M. The position accounts for 0.22% of the portfolio, ranked #75.

Personal CFO Solutions first reported a position in MS in Q2 2020 and has held it in 25 quarters since. 2,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Personal CFO Solutions held 7,157 shares of Morgan Stanley worth $1.5M as of Q2 2026.
  • Personal CFO Solutions bought 216 Morgan Stanley shares in Q2 2026, an estimated $42.8K.
  • Morgan Stanley made up 0.22% of Personal CFO Solutions's portfolio in Q2 2026, its #75 holding.
  • Personal CFO Solutions first reported a position in Morgan Stanley in Q2 2020 and has held it in 25 quarters since.
  • 2,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.