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Resurgent Financial Advisors’s Morgan Stanley MS Stock Holding History

Resurgent 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 		$1.14M Buy
5,465
+143
+3% +$28.3K 0.32% 67
2026
Q1 		$876K Sell
5,322
-796
-13% -$138K 0.32% 74
2025
Q4 		$1.09M Sell
6,118
-82
-1% -$13.7K 0.54% 46
2025
Q3 		$986K Sell
6,200
-2,321
-27% -$343K 0.48% 53
2025
Q2 		$1.2M Sell
8,521
-3,384
-28% -$416K 0.66% 41
2025
Q1 		$1.39M Buy
11,905
+4,251
+56% +$548K 0.83% 30
2024
Q4 		$962K Sell
7,654
-187
-2% -$23K 0.57% 45
2024
Q3 		$817K Buy
7,841
+935
+14% +$94.2K 0.48% 58
2024
Q2 		$671K Sell
6,906
-239
-3% -$22.8K 0.42% 71
2024
Q1 		$673K Sell
7,145
-1,513
-17% -$133K 0.36% 82
2023
Q4 		$807K Sell
8,658
-884
-9% -$70.7K 0.5% 47
2023
Q3 		$779K Buy
9,542
+353
+4% +$30.6K 0.53% 43
2023
Q2 		$785K Buy
9,189
+563
+7% +$48.1K 0.52% 46
2023
Q1 		$757K Buy
8,626
+701
+9% +$65.4K 0.5% 50
2022
Q4 		$674K Buy
7,925
+296
+4% +$25.2K 0.36% 66
2022
Q3 		$603K Buy
+7,629
New +$643K 0.4% 75
2022
Q1 		– Sell
-11,943
Closed -$1.17M – 199
2021
Q4 		$1.17M Buy
+11,943
New +$1.19M 0.93% 26

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

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

Resurgent Financial Advisors increased its Morgan Stanley (MS) stake by 2.7% in Q2 2026, buying an estimated $28.3K and bringing the position to 5,465 shares worth $1.14M. The position accounts for 0.32% of the portfolio, ranked #67.

Resurgent Financial Advisors first reported a position in MS in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.39M in Q1 2025. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Resurgent Financial Advisors held 5,465 shares of Morgan Stanley worth $1.14M as of Q2 2026.
  • Resurgent Financial Advisors bought 143 Morgan Stanley shares in Q2 2026, an estimated $28.3K.
  • Morgan Stanley made up 0.32% of Resurgent Financial Advisors's portfolio in Q2 2026, its #67 holding.
  • Resurgent Financial Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 17 quarters since.
  • Resurgent Financial Advisors's Morgan Stanley position peaked at $1.39M in Q1 2025.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.