SA
MS icon

Sanctuary Advisors’s Morgan Stanley MS Stock Holding History

Sanctuary 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 		$33.3M Buy
159,334
+2,918
+2% +$578K 0.15% 140
2026
Q1 		$25.7M Sell
156,416
-8,284
-5% -$1.43M 0.14% 163
2025
Q4 		$29.2M Buy
164,700
+1,127
+0.7% +$188K 0.16% 127
2025
Q3 		$26M Buy
163,573
+5,875
+4% +$868K 0.15% 143
2025
Q2 		$22.2M Sell
157,698
-3,038
-2% -$373K 0.14% 159
2025
Q1 		$18.8M Sell
160,736
-4,638
-3% -$598K 0.13% 178
2024
Q4 		$23.1M Sell
165,374
-6,740
-4% -$830K 0.15% 148
2024
Q3 		$23.2M Buy
172,114
+13,425
+8% +$1.35M 0.15% 144
2024
Q2 		$14.7M Buy
+158,689
New +$15.1M 0.11% 199

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 $3.38T AUM 44.17% 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

Sanctuary Advisors's MS Position: Q2 2026 in Review

Sanctuary Advisors increased its Morgan Stanley (MS) stake by 1.9% in Q2 2026, buying an estimated $578K and bringing the position to 159,334 shares worth $33.3M. The position accounts for 0.15% of the portfolio, ranked #140.

Sanctuary Advisors first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sanctuary Advisors held 159,334 shares of Morgan Stanley worth $33.3M as of Q2 2026.
  • Sanctuary Advisors bought 2,918 Morgan Stanley shares in Q2 2026, an estimated $578K.
  • Morgan Stanley made up 0.15% of Sanctuary Advisors's portfolio in Q2 2026, its #140 holding.
  • Sanctuary Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.