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Powell Investment Advisors’s Morgan Stanley MS Stock Holding History

Powell Investment Advisors’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 		$967K Buy
4,628
+23
+0.5% +$4.55K 0.31% 46
2026
Q1 		$758K Buy
4,605
+27
+0.6% +$4.67K 0.26% 58
2025
Q4 		$813K Buy
4,578
+27
+0.6% +$4.5K 0.28% 53
2025
Q3 		$723K Buy
4,551
+31
+0.7% +$4.58K 0.25% 62
2025
Q2 		$637K Buy
4,520
+31
+0.7% +$3.81K 0.24% 63
2025
Q1 		$524K Buy
4,489
+29
+0.7% +$3.74K 0.26% 59
2024
Q4 		$561K Buy
4,460
+30
+0.7% +$3.69K 0.26% 58
2024
Q3 		$462K Buy
4,430
+95
+2% +$9.57K 0.22% 67
2024
Q2 		$421K Buy
4,335
+36
+0.8% +$3.43K 0.22% 69
2024
Q1 		$405K Buy
4,299
+42
+1% +$3.7K 0.21% 70
2023
Q4 		$397K Buy
4,257
+45
+1% +$3.6K 0.22% 71
2023
Q3 		$344K Buy
4,212
+41
+1% +$3.56K 0.21% 75
2023
Q2 		$356K Buy
4,171
+38
+0.9% +$3.25K 0.21% 75
2023
Q1 		$363K Buy
4,133
+32
+0.8% +$2.99K 0.2% 76
2022
Q4 		$349K Buy
4,101
+35
+0.9% +$2.98K 0.2% 81
2022
Q3 		$321K Buy
4,066
+1,362
+50% +$115K 0.21% 80
2022
Q2 		$206K Buy
2,704
+24
+0.9% +$1.97K 0.12% 103
2022
Q1 		$234K Buy
2,680
+43
+2% +$4.15K 0.14% 91
2021
Q4 		$259K Buy
2,637
+18
+0.7% +$1.79K 0.15% 88
2021
Q3 		$255K Buy
2,619
+18
+0.7% +$1.78K 0.16% 87
2021
Q2 		$239K Buy
2,601
+10
+0.4% +$857 0.15% 90
2021
Q1 		$201K Buy
+2,591
New +$199K 0.13% 95

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

Powell Investment Advisors's MS Position: Q2 2026 in Review

Powell Investment Advisors increased its Morgan Stanley (MS) stake by 0.5% in Q2 2026, buying an estimated $4.55K and bringing the position to 4,628 shares worth $967K. The position accounts for 0.31% of the portfolio, ranked #46.

Powell Investment Advisors first reported a position in MS in Q1 2021 and has held it in 22 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Powell Investment Advisors held 4,628 shares of Morgan Stanley worth $967K as of Q2 2026.
  • Powell Investment Advisors bought 23 Morgan Stanley shares in Q2 2026, an estimated $4.55K.
  • Morgan Stanley made up 0.31% of Powell Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Powell Investment Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.