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Private Advisor Group’s Morgan Stanley MS Stock Holding History

Private Advisor Group’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
2025
Q4 		– Sell
-5,500
Closed -$35.2K – 2710
2025
Q3 		$35.2K Buy
+5,500
New +$812K ﹤0.01% 2470
2023
Q4 		– Sell
-14,200
Closed -$11.6K – 2413
2023
Q3 		$11.6K Buy
+14,200
New +$1.23M ﹤0.01% 2161
2021
Q2 		– Sell
-30,000
Closed -$1K – 2021
2021
Q1 		$1K Buy
+30,000
New +$2.3M ﹤0.01% 1888

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

Private Advisor Group's MS Position: Q2 2026 in Review

Private Advisor Group reduced its Morgan Stanley (MS) stake by 10% in Q2 2026, selling an estimated $1.59M and leaving 69,779 shares worth $14.6M. The position accounts for 0.07% of the portfolio, ranked #303.

Private Advisor Group first reported a position in MS in Q4 2013 and has held it in 51 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Private Advisor Group held 69,779 shares of Morgan Stanley worth $14.6M as of Q2 2026.
  • Private Advisor Group sold 8,034 Morgan Stanley shares in Q2 2026, an estimated $1.59M.
  • Morgan Stanley made up 0.07% of Private Advisor Group's portfolio in Q2 2026, its #303 holding.
  • Private Advisor Group first reported a position in Morgan Stanley in Q4 2013 and has held it in 51 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.