PKS Advisory Services’s Morgan Stanley MS Stock Holding History

PKS Advisory Services’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	$213K	Buy	+1,021	New	+$202K	0.03%	342
2026 Q1	–	Sell	-1,366	Closed	-$243K	–	252
2025 Q4	$243K	Sell	1,366 -117	-8%	-$19.5K	0.06%	218
2025 Q3	$236K	Buy	+1,483	New	+$219K	0.05%	221
2025 Q1	–	Sell	-1,631	Closed	-$205K	–	265
2024 Q4	$205K	Buy	+1,631	New	+$201K	0.05%	229

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PKS Advisory Services's MS Position: Q2 2026 in Review

PKS Advisory Services opened a new position in Morgan Stanley (MS) in Q2 2026: 1,021 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #342 among its holdings. This is a return to the name: PKS Advisory Services previously reported a position in MS as recently as Q4 2025.

PKS Advisory Services first reported a position in MS in Q4 2024 and has held it in 4 quarters since. The position peaked at $243K in Q4 2025. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

PKS Advisory Services held 1,021 shares of Morgan Stanley worth $213K as of Q2 2026.
Morgan Stanley was a new PKS Advisory Services position in Q2 2026.
Morgan Stanley made up 0.03% of PKS Advisory Services's portfolio in Q2 2026, its #342 holding.
PKS Advisory Services first reported a position in Morgan Stanley in Q4 2024 and has held it in 4 quarters since.
PKS Advisory Services's Morgan Stanley position peaked at $243K in Q4 2025.
2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.