PRI
MS icon

Prepared Retirement Institute’s Morgan Stanley MS Stock Holding History

Prepared Retirement Institute’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 		$417K Hold
1,997
– – 0.18% 63
2026
Q1 		$329K Hold
1,997
– – 0.16% 63
2025
Q4 		$355K Hold
1,997
– – 0.18% 63
2025
Q3 		$317K Hold
1,997
– – 0.17% 63
2025
Q2 		$281K Sell
1,997
-443
-18% -$54.4K 0.17% 67
2025
Q1 		$285K Buy
2,440
+3
+0.1% +$387 0.18% 65
2024
Q4 		$306K Hold
2,437
– – 0.17% 60
2024
Q3 		$254K Hold
2,437
– – 0.15% 66
2024
Q2 		$237K Buy
2,437
+247
+11% +$23.5K 0.16% 70
2024
Q1 		$206K Hold
2,190
– – 0.15% 67
2023
Q4 		$204K Buy
+2,190
New +$175K 0.15% 73

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

Prepared Retirement Institute's MS Position: Q2 2026 in Review

Prepared Retirement Institute held its Morgan Stanley (MS) position steady in Q2 2026 at 1,997 shares worth $417K. The position accounts for 0.18% of the portfolio, ranked #63.

Prepared Retirement Institute first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Prepared Retirement Institute held 1,997 shares of Morgan Stanley worth $417K as of Q2 2026.
  • Prepared Retirement Institute left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.18% of Prepared Retirement Institute's portfolio in Q2 2026, its #63 holding.
  • Prepared Retirement Institute first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.