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Secure Asset Management’s Morgan Stanley MS Stock Holding History

Secure Asset Management’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 		$545K Buy
2,609
+329
+14% +$65.2K 0.08% 178
2026
Q1 		$375K Buy
2,280
+462
+25% +$80K 0.06% 215
2025
Q4 		$323K Buy
1,818
+130
+8% +$21.7K 0.05% 257
2025
Q3 		$265K Buy
1,688
+73
+5% +$10.8K 0.04% 265
2025
Q2 		$227K Sell
1,615
-118
-7% -$14.5K 0.04% 288
2025
Q1 		$202K Buy
+1,733
New +$223K 0.04% 299

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

Secure Asset Management's MS Position: Q2 2026 in Review

Secure Asset Management increased its Morgan Stanley (MS) stake by 14% in Q2 2026, buying an estimated $65.2K and bringing the position to 2,609 shares worth $545K. The position accounts for 0.08% of the portfolio, ranked #178.

Secure Asset Management first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Secure Asset Management held 2,609 shares of Morgan Stanley worth $545K as of Q2 2026.
  • Secure Asset Management bought 329 Morgan Stanley shares in Q2 2026, an estimated $65.2K.
  • Morgan Stanley made up 0.08% of Secure Asset Management's portfolio in Q2 2026, its #178 holding.
  • Secure Asset Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.