PFA
MS icon

Pure Financial Advisors’s Morgan Stanley MS Stock Holding History

Pure Financial 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 		$1.36M Buy
6,502
+1,492
+30% +$295K 0.02% 218
2026
Q1 		$825K Buy
5,010
+363
+8% +$62.8K 0.01% 243
2025
Q4 		$825K Buy
4,647
+886
+24% +$148K 0.01% 237
2025
Q3 		$598K Buy
3,761
+372
+11% +$54.9K 0.01% 279
2025
Q2 		$477K Buy
3,389
+884
+35% +$109K 0.01% 303
2025
Q1 		$292K Buy
2,505
+511
+26% +$65.8K 0.01% 316
2024
Q4 		$251K Buy
+1,994
New +$246K 0.01% 307
2024
Q3 		– Sell
-2,921
Closed -$284K – 337
2024
Q2 		$284K Buy
+2,921
New +$278K 0.01% 261

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

Pure Financial Advisors's MS Position: Q2 2026 in Review

Pure Financial Advisors increased its Morgan Stanley (MS) stake by 30% in Q2 2026, buying an estimated $295K and bringing the position to 6,502 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #218.

Pure Financial Advisors first reported a position in MS in Q2 2024 and has held it in 8 quarters since. 2,728 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Pure Financial Advisors held 6,502 shares of Morgan Stanley worth $1.36M as of Q2 2026.
  • Pure Financial Advisors bought 1,492 Morgan Stanley shares in Q2 2026, an estimated $295K.
  • Morgan Stanley made up 0.02% of Pure Financial Advisors's portfolio in Q2 2026, its #218 holding.
  • Pure Financial Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
  • 2,728 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.