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Ross\Johnson & Associates’s Morgan Stanley MS Stock Holding History

Ross\Johnson & Associates’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 		$209 Hold
1
– – ﹤0.01% 226
2026
Q1 		$165 Sell
1
-3
-75% -$519 ﹤0.01% 187
2025
Q4 		$710 Buy
4
+3
+300% +$500 0.01% 118
2025
Q3 		$159 Hold
1
– – ﹤0.01% 184
2025
Q2 		$141 Hold
1
– – ﹤0.01% 188
2025
Q1 		$117 Buy
+1
New +$129 ﹤0.01% 339

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

Ross\Johnson & Associates's MS Position: Q2 2026 in Review

Ross\Johnson & Associates held its Morgan Stanley (MS) position steady in Q2 2026 at 1 share worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Ross\Johnson & Associates first reported a position in MS in Q1 2025 and has held it in 6 quarters since. The position peaked at $710 in Q4 2025. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ross\Johnson & Associates held 1 share of Morgan Stanley worth $209 as of Q2 2026.
  • Ross\Johnson & Associates left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Ross\Johnson & Associates's portfolio in Q2 2026, its #226 holding.
  • Ross\Johnson & Associates first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • Ross\Johnson & Associates's Morgan Stanley position peaked at $710 in Q4 2025.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ross\Johnson & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.