RetireMitten Financial’s Morgan Stanley MS Stock Holding History

RetireMitten Financial’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	–	Sell	-55	Closed	-$9.05K	–	109
2026 Q1	$9.05K	Buy	+55	New	+$9.52K	﹤0.01%	125

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RetireMitten Financial's MS Position: Q2 2026 in Review

RetireMitten Financial sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 55 shares — an estimated $9.05K sold.

RetireMitten Financial first reported a position in MS in Q1 2026 and held it in 1 quarter. The position peaked at $9.05K in Q1 2026. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

RetireMitten Financial reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
RetireMitten Financial sold 55 Morgan Stanley shares in Q2 2026, an estimated $9.05K.
RetireMitten Financial first reported a position in Morgan Stanley in Q1 2026 and held it in 1 quarter.
RetireMitten Financial's Morgan Stanley position peaked at $9.05K in Q1 2026.
2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on RetireMitten Financial's 13F filing for Q2 2026, filed 10 Aug 2026.