Primoris Wealth Advisors’s Morgan Stanley MS Stock Holding History

Primoris 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	$537K	Hold	2,567	–	–	0.24%	76
2026 Q1	$422K	Buy	2,567 +232	+10%	+$40.2K	0.3%	61
2025 Q4	$415K	Hold	2,335	–	–	0.25%	77
2025 Q3	$371K	Hold	2,335	–	–	0.24%	78
2025 Q2	$329K	Hold	2,335	–	–	0.22%	75
2025 Q1	$272K	Buy	2,335 +30	+1%	+$3.87K	0.21%	81
2024 Q4	$290K	Hold	2,305	–	–	0.22%	75
2024 Q3	$240K	Hold	2,305	–	–	0.17%	93
2024 Q2	$224K	Hold	2,305	–	–	0.18%	90
2024 Q1	$217K	Hold	2,305	–	–	0.17%	87
2023 Q4	$215K	Buy	+2,305	New	+$184K	0.2%	82
2023 Q3	–	Sell	-2,429	Closed	-$207K	–	77
2023 Q2	$207K	Hold	2,429	–	–	0.23%	64
2023 Q1	$213K	Sell	2,429 -264	-10%	-$24.6K	0.26%	59
2022 Q4	$229K	Buy	+2,693	New	+$230K	0.35%	52
2022 Q2	–	Sell	-2,429	Closed	-$212K	–	84
2022 Q1	$212K	Hold	2,429	–	–	0.2%	69
2021 Q4	$238K	Buy	+2,429	New	+$242K	0.19%	74

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Primoris Wealth Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 2,567 shares worth $537K. The position accounts for 0.24% of the portfolio, ranked #76.

Primoris Wealth Advisors first reported a position in MS in Q4 2021 and has held it in 16 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Primoris Wealth Advisors held 2,567 shares of Morgan Stanley worth $537K as of Q2 2026.
Primoris Wealth Advisors left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.24% of Primoris Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Primoris Wealth Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 16 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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