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REAP Financial Group’s Morgan Stanley MS Stock Holding History

REAP Financial 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
2026
Q2 		$94.2K Sell
450
-2
-0.4% -$396 0.02% 222
2026
Q1 		$74.4K Buy
+452
New +$78.3K 0.01% 239
2025
Q2 		– Sell
-69
Closed -$8.05K – 541
2025
Q1 		$8.05K Buy
69
+68
+6,800% +$8.76K ﹤0.01% 399
2024
Q4 		$63 Sell
1
-140
-99% -$17.2K ﹤0.01% 599
2024
Q3 		$14.7K Buy
+141
New +$14.2K ﹤0.01% 306

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

REAP Financial Group's MS Position: Q2 2026 in Review

REAP Financial Group reduced its Morgan Stanley (MS) stake by 0.44% in Q2 2026, selling an estimated $396 and leaving 450 shares worth $94.2K. The position accounts for 0.02% of the portfolio, ranked #222.

REAP Financial Group first reported a position in MS in Q3 2024 and has held it in 5 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • REAP Financial Group held 450 shares of Morgan Stanley worth $94.2K as of Q2 2026.
  • REAP Financial Group sold 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up 0.02% of REAP Financial Group's portfolio in Q2 2026, its #222 holding.
  • REAP Financial Group first reported a position in Morgan Stanley in Q3 2024 and has held it in 5 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.