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Purkiss Capital Advisors’s Morgan Stanley MS Stock Holding History

Purkiss Capital 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 		$540K Buy
2,583
+76
+3% +$15.1K 0.21% 95
2026
Q1 		$413K Buy
2,507
+402
+19% +$69.6K 0.18% 99
2025
Q4 		$374K Buy
2,105
+15
+0.7% +$2.5K 0.18% 102
2025
Q3 		$332K Buy
2,090
+297
+17% +$43.9K 0.16% 112
2025
Q2 		$252K Buy
+1,793
New +$220K 0.14% 119

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

Purkiss Capital Advisors's MS Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Morgan Stanley (MS) stake by 3% in Q2 2026, buying an estimated $15.1K and bringing the position to 2,583 shares worth $540K. The position accounts for 0.21% of the portfolio, ranked #95.

Purkiss Capital Advisors first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,738 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Purkiss Capital Advisors held 2,583 shares of Morgan Stanley worth $540K as of Q2 2026.
  • Purkiss Capital Advisors bought 76 Morgan Stanley shares in Q2 2026, an estimated $15.1K.
  • Morgan Stanley made up 0.21% of Purkiss Capital Advisors's portfolio in Q2 2026, its #95 holding.
  • Purkiss Capital Advisors first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,738 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.