PlanVest Financial’s Morgan Stanley MS Stock Holding History

PlanVest 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	$54.4K	Hold	260	–	–	0.04%	213
2026 Q1	$42.8K	Buy	+260	New	+$45K	0.03%	226

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

PlanVest Financial's MS Position: Q2 2026 in Review

PlanVest Financial held its Morgan Stanley (MS) position steady in Q2 2026 at 260 shares worth $54.4K. The position accounts for 0.04% of the portfolio, ranked #213.

PlanVest Financial first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,677 funds tracked by Wall St. Rank hold MS as of Q2 2026.

PlanVest Financial held 260 shares of Morgan Stanley worth $54.4K as of Q2 2026.
PlanVest Financial left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #213 holding.
PlanVest Financial first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
2,677 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.