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Prudent Man Advisors’s Morgan Stanley MS Stock Holding History

Prudent Man 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 		$3.75M Sell
17,951
-674
-4% -$133K 0.86% 32
2026
Q1 		$3.07M Buy
18,625
+6,643
+55% +$1.15M 0.92% 28
2025
Q4 		$2.13M Sell
11,982
-98
-0.8% -$16.3K 0.77% 25
2025
Q3 		$1.92M Sell
12,080
-4,564
-27% -$674K 0.71% 27
2025
Q2 		$2.34M Buy
16,644
+1,489
+10% +$183K 0.74% 24
2025
Q1 		$1.77M Buy
15,155
+136
+0.9% +$17.5K 0.64% 28
2024
Q4 		$1.89M Sell
15,019
-4,165
-22% -$513K 0.69% 24
2024
Q3 		$2M Sell
19,184
-2,749
-13% -$277K 0.67% 25
2024
Q2 		$2.13M Buy
21,933
+930
+4% +$88.5K 0.75% 23
2024
Q1 		$1.98M Sell
21,003
-1,098
-5% -$96.7K 0.74% 22
2023
Q4 		$2.06M Buy
22,101
+2,086
+10% +$167K 0.77% 19
2023
Q3 		$1.63M Sell
20,015
-2,746
-12% -$238K 0.65% 22
2023
Q2 		$1.94M Sell
22,761
-419
-2% -$35.8K 0.73% 20
2023
Q1 		$2.04M Sell
23,180
-353
-2% -$32.9K 0.8% 18
2022
Q4 		$2M Buy
23,533
+2,445
+12% +$208K 0.81% 17
2022
Q3 		$1.67M Buy
21,088
+765
+4% +$64.5K 0.79% 17
2022
Q2 		$1.55M Sell
20,323
-105
-0.5% -$8.6K 0.72% 18
2022
Q1 		$1.78M Sell
20,428
-1,469
-7% -$142K 0.72% 21
2021
Q4 		$2.15M Sell
21,897
-3,029
-12% -$302K 0.82% 16
2021
Q3 		$2.43M Sell
24,926
-319
-1% -$31.6K 0.92% 14
2021
Q2 		$2.31M Sell
25,245
-2,270
-8% -$195K 0.89% 13
2021
Q1 		$2.14M Buy
27,515
+952
+4% +$73K 0.9% 15
2020
Q4 		$1.82M Buy
26,563
+18
+0.1% +$1.03K 0.76% 17
2020
Q3 		$1.28M Buy
26,545
+2,972
+13% +$150K 0.68% 25
2020
Q2 		$1.14M Buy
+23,573
New +$990K 1.01% 22

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

Prudent Man Advisors's MS Position: Q2 2026 in Review

Prudent Man Advisors reduced its Morgan Stanley (MS) stake by 3.6% in Q2 2026, selling an estimated $133K and leaving 17,951 shares worth $3.75M. The position accounts for 0.86% of the portfolio, ranked #32.

Prudent Man Advisors first reported a position in MS in Q2 2020 and has held it in 25 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Prudent Man Advisors held 17,951 shares of Morgan Stanley worth $3.75M as of Q2 2026.
  • Prudent Man Advisors sold 674 Morgan Stanley shares in Q2 2026, an estimated $133K.
  • Morgan Stanley made up 0.86% of Prudent Man Advisors's portfolio in Q2 2026, its #32 holding.
  • Prudent Man Advisors first reported a position in Morgan Stanley in Q2 2020 and has held it in 25 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.