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PFS Partners’s Morgan Stanley MS Stock Holding History

PFS Partners’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 		$4.81K Hold
23
– – ﹤0.01% 461
2026
Q1 		$3.79K Hold
23
– – ﹤0.01% 458
2025
Q4 		$4.08K Hold
23
– – ﹤0.01% 451
2025
Q3 		$3.66K Buy
+23
New +$3.4K ﹤0.01% 451
2022
Q4 		– Sell
-500
Closed -$39.5K – 385
2022
Q3 		$39.5K Buy
+500
New +$42.1K 0.04% 96

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

PFS Partners's MS Position: Q2 2026 in Review

PFS Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 23 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

PFS Partners first reported a position in MS in Q3 2022 and has held it in 5 quarters since. The position peaked at $39.5K in Q3 2022. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • PFS Partners held 23 shares of Morgan Stanley worth $4.81K as of Q2 2026.
  • PFS Partners left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of PFS Partners's portfolio in Q2 2026, its #461 holding.
  • PFS Partners first reported a position in Morgan Stanley in Q3 2022 and has held it in 5 quarters since.
  • PFS Partners's Morgan Stanley position peaked at $39.5K in Q3 2022.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.