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Sandy Cove Advisors’s Morgan Stanley MS Stock Holding History

Sandy Cove 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 		$7.31M Buy
34,988
+189
+0.5% +$37.4K 1.83% 15
2026
Q1 		$5.73M Buy
34,799
+44
+0.1% +$7.62K 1.71% 16
2025
Q4 		$6.17M Sell
34,755
-1,333
-4% -$222K 1.83% 15
2025
Q3 		$5.74M Buy
36,088
+65
+0.2% +$9.6K 1.83% 16
2025
Q2 		$5.07M Buy
36,023
+33
+0.1% +$4.05K 1.83% 15
2025
Q1 		$4.2M Buy
35,990
+17
+0% +$2.19K 1.69% 16
2024
Q4 		$4.52M Buy
35,973
+141
+0.4% +$17.4K 1.78% 15
2024
Q3 		$3.74M Buy
35,832
+113
+0.3% +$11.4K 1.52% 16
2024
Q2 		$3.47M Buy
35,719
+215
+0.6% +$20.5K 1.55% 16
2024
Q1 		$3.34M Sell
35,504
-18,075
-34% -$1.59M 1.54% 16
2023
Q4 		$5M Sell
53,579
-3,172
-6% -$254K 2.56% 10
2023
Q3 		$4.63M Buy
56,751
+20
+0% +$1.74K 2.68% 11
2023
Q2 		$4.84M Sell
56,731
-5,997
-10% -$513K 2.76% 10
2023
Q1 		$5.51M Buy
62,728
+14
+0% +$1.31K 3.99% 9
2022
Q4 		$5.33M Buy
62,714
+16
+0% +$1.36K 4.3% 7
2022
Q3 		$4.95M Buy
62,698
+15
+0% +$1.26K 4.46% 7
2022
Q2 		$4.77M Buy
62,683
+58,769
+1,502% +$4.81M 4.33% 7
2022
Q1 		$342K Buy
3,914
+1,754
+81% +$169K 0.28% 52
2021
Q4 		$212K Buy
+2,160
New +$215K 0.18% 71

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

Sandy Cove Advisors's MS Position: Q2 2026 in Review

Sandy Cove Advisors increased its Morgan Stanley (MS) stake by 0.54% in Q2 2026, buying an estimated $37.4K and bringing the position to 34,988 shares worth $7.31M. The position accounts for 1.83% of the portfolio, ranked #15.

Sandy Cove Advisors first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sandy Cove Advisors held 34,988 shares of Morgan Stanley worth $7.31M as of Q2 2026.
  • Sandy Cove Advisors bought 189 Morgan Stanley shares in Q2 2026, an estimated $37.4K.
  • Morgan Stanley made up 1.83% of Sandy Cove Advisors's portfolio in Q2 2026, its #15 holding.
  • Sandy Cove Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.