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PSI Advisors’s Morgan Stanley MS Stock Holding History

PSI 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 		$208K Buy
+994
New +$197K 0.05% 143
2025
Q2 		– Sell
-1,068
Closed -$125K – 461
2025
Q1 		$125K Hold
1,068
– – 0.04% 149
2024
Q4 		$134K Hold
1,068
– – 0.04% 156
2024
Q3 		$111K Hold
1,068
– – 0.03% 178
2024
Q2 		$104K Buy
1,068
+50
+5% +$4.76K 0.03% 179
2024
Q1 		$95.9K Sell
1,018
-1,500
-60% -$132K 0.03% 184
2023
Q4 		$235K Buy
2,518
+280
+13% +$22.4K 0.09% 117
2023
Q3 		$183K Buy
2,238
+1,200
+116% +$104K 0.08% 130
2023
Q2 		$88.6K Buy
1,038
+50
+5% +$4.28K 0.04% 181
2023
Q1 		$86.7K Sell
988
-13
-1% -$1.21K 0.04% 168
2022
Q4 		$85.1K Sell
1,001
-100
-9% -$8.52K 0.05% 162
2022
Q3 		$87K Sell
1,101
-100
-8% -$8.43K 0.05% 168
2022
Q2 		$92K Buy
1,201
+100
+9% +$8.19K 0.05% 181
2022
Q1 		$96K Sell
1,101
-77
-7% -$7.43K 0.04% 201
2021
Q4 		$116K Sell
1,178
-659
-36% -$65.6K 0.05% 183
2021
Q3 		$179K Buy
+1,837
New +$182K 0.08% 148
2020
Q1 		– Sell
-1,848
Closed -$94K – 400
2019
Q4 		$94K Buy
+1,848
New +$87.5K 0.06% 194

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

PSI Advisors's MS Position: Q2 2026 in Review

PSI Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 994 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #143 among its holdings. This is a return to the name: PSI Advisors previously reported a position in MS as recently as Q1 2025.

PSI Advisors first reported a position in MS in Q4 2019 and has held it in 17 quarters since. The position peaked at $235K in Q4 2023. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • PSI Advisors held 994 shares of Morgan Stanley worth $208K as of Q2 2026.
  • Morgan Stanley was a new PSI Advisors position in Q2 2026.
  • Morgan Stanley made up 0.05% of PSI Advisors's portfolio in Q2 2026, its #143 holding.
  • PSI Advisors first reported a position in Morgan Stanley in Q4 2019 and has held it in 17 quarters since.
  • PSI Advisors's Morgan Stanley position peaked at $235K in Q4 2023.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.