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Principia Wealth Advisory’s Morgan Stanley MS Stock Holding History

Principia Wealth Advisory’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 		$28.6K Buy
137
+42
+44% +$8.32K 0.01% 155
2026
Q1 		$15.6K Buy
95
+4
+4% +$693 0.01% 178
2025
Q4 		$16.2K Buy
91
+14
+18% +$2.33K 0.01% 164
2025
Q3 		$12.2K Buy
77
+6
+8% +$886 0.01% 186
2025
Q2 		$10K Buy
71
+4
+6% +$491 0.01% 167
2025
Q1 		$7.48K Buy
67
+34
+103% +$4.38K 0.01% 147
2024
Q4 		$4.15K Buy
+33
New +$4.06K ﹤0.01% 167

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

Principia Wealth Advisory's MS Position: Q2 2026 in Review

Principia Wealth Advisory increased its Morgan Stanley (MS) stake by 44% in Q2 2026, buying an estimated $8.32K and bringing the position to 137 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #155.

Principia Wealth Advisory first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Principia Wealth Advisory held 137 shares of Morgan Stanley worth $28.6K as of Q2 2026.
  • Principia Wealth Advisory bought 42 Morgan Stanley shares in Q2 2026, an estimated $8.32K.
  • Morgan Stanley made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #155 holding.
  • Principia Wealth Advisory first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.