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Phoenix Financial’s Morgan Stanley MS Stock Holding History

Phoenix Financial’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 		$1.75M Sell
8,368
-5,175
-38% -$1.02M 0.01% 205
2026
Q1 		$2.31M Sell
13,543
-7,739
-36% -$1.34M 0.02% 162
2025
Q4 		$2.34M Buy
21,282
+9,478
+80% +$1.58M 0.03% 171
2025
Q3 		$505K Buy
11,804
+596
+5% +$88K 0.01% 297
2025
Q2 		$1.55M Buy
+11,208
New +$1.38M 0.02% 203
2024
Q3 		– Sell
-2,719
Closed -$264K – 395
2024
Q2 		$264K Sell
2,719
-98
-3% -$9.33K ﹤0.01% 300
2024
Q1 		$264K Buy
+2,817
New +$248K ﹤0.01% 346
2023
Q1 		– Sell
-18,141
Closed -$1.54M – 321
2022
Q4 		$1.54M Sell
18,141
-13,682
-43% -$1.17M 0.03% 151
2022
Q3 		$2.55M Buy
31,823
+4,217
+15% +$355K 0.06% 130
2022
Q2 		$2.11M Buy
27,606
+11,396
+70% +$933K 0.04% 160
2022
Q1 		$1.42M Buy
+16,210
New +$1.56M 0.02% 226
2021
Q2 		– Sell
-577,622
Closed -$44.9M – 372
2021
Q1 		$44.9M Buy
577,622
+779
+0.1% +$59.7K 1.01% 27
2020
Q4 		$39.5M Buy
576,843
+130,322
+29% +$7.48M 1.06% 24
2020
Q3 		$20.4M Buy
446,521
+92,136
+26% +$4.64M 0.85% 43
2020
Q2 		$16.2M Buy
+354,385
New +$14.9M 0.69% 50

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 $3.38T AUM 44.17% 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

Phoenix Financial's MS Position: Q2 2026 in Review

Phoenix Financial reduced its Morgan Stanley (MS) stake by 38% in Q2 2026, selling an estimated $1.02M and leaving 8,368 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #205.

Phoenix Financial first reported a position in MS in Q2 2020 and has held it in 15 quarters since. The position peaked at $44.9M in Q1 2021. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Phoenix Financial held 8,368 shares of Morgan Stanley worth $1.75M as of Q2 2026.
  • Phoenix Financial sold 5,175 Morgan Stanley shares in Q2 2026, an estimated $1.02M.
  • Morgan Stanley made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #205 holding.
  • Phoenix Financial first reported a position in Morgan Stanley in Q2 2020 and has held it in 15 quarters since.
  • Phoenix Financial's Morgan Stanley position peaked at $44.9M in Q1 2021.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.