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Prairie Wealth Advisors’s Morgan Stanley MS Stock Holding History

Prairie Wealth 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 		– Hold
0
– – – 88
2026
Q1 		– Hold
0
– – – 95
2025
Q4 		– Sell
-2,300
Closed -$384K – 88
2025
Q3 		$366K Hold
2,300
– – 0.15% 102
2025
Q2 		$324K Hold
2,300
– – 0.14% 109
2025
Q1 		$268K Hold
2,300
– – 0.13% 118
2024
Q4 		$289K Hold
2,300
– – 0.14% 120
2024
Q3 		$240K Sell
2,300
-322
-12% -$32.4K 0.12% 131
2024
Q2 		$255K Buy
2,622
+7
+0.3% +$666 0.13% 123
2024
Q1 		$246K Buy
+2,615
New +$230K 0.12% 145

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
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

Prairie Wealth Advisors's MS Position: Q2 2026 in Review

Prairie Wealth Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 0 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #88.

Prairie Wealth Advisors first reported a position in MS in Q1 2024 and has held it in 7 quarters since. The position peaked at $366K in Q3 2025. 2,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Prairie Wealth Advisors held 0 shares of Morgan Stanley worth $1.04M as of Q2 2026.
  • Prairie Wealth Advisors left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.25% of Prairie Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Prairie Wealth Advisors first reported a position in Morgan Stanley in Q1 2024 and has held it in 7 quarters since.
  • Prairie Wealth Advisors's Morgan Stanley position peaked at $366K in Q3 2025.
  • 2,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Prairie Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.