PS
MS icon

Planning Strategies’s Morgan Stanley MS Stock Holding History

Planning Strategies’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 		$26.9K Buy
+129
New +$25.5K 0.02% 212

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Planning Strategies's MS Position: Q2 2026 in Review

Planning Strategies opened a new position in Morgan Stanley (MS) in Q2 2026: 129 shares worth $26.9K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings.

2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Planning Strategies held 129 shares of Morgan Stanley worth $26.9K as of Q2 2026.
  • Morgan Stanley was a new Planning Strategies position in Q2 2026.
  • Morgan Stanley made up 0.02% of Planning Strategies's portfolio in Q2 2026, its #212 holding.
  • 2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.