SMA
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Seven Mile Advisory’s Morgan Stanley MS Stock Holding History

Seven Mile Advisory’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 		$280K Sell
1,338
-466
-26% -$92.3K 0.19% 123
2026
Q1 		$297K Sell
1,804
-1,558
-46% -$270K 0.21% 99
2025
Q4 		$597K Sell
3,362
-948
-22% -$158K 0.1% 97
2025
Q3 		$685K Buy
4,310
+1,310
+44% +$193K 0.11% 97
2025
Q2 		$423K Buy
3,000
+55
+2% +$6.75K 0.25% 76
2025
Q1 		$344K Buy
2,945
+96
+3% +$12.4K 0.23% 96
2024
Q4 		$358K Sell
2,849
-92
-3% -$11.3K 0.23% 86
2024
Q3 		$307K Buy
2,941
+55
+2% +$5.54K 0.2% 103
2024
Q2 		$280K Buy
2,886
+313
+12% +$29.8K 0.21% 98
2024
Q1 		$242K Buy
2,573
+286
+13% +$25.2K 0.18% 120
2023
Q4 		$213K Buy
+2,287
New +$183K 0.18% 127

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

Seven Mile Advisory's MS Position: Q2 2026 in Review

Seven Mile Advisory reduced its Morgan Stanley (MS) stake by 26% in Q2 2026, selling an estimated $92.3K and leaving 1,338 shares worth $280K. The position accounts for 0.19% of the portfolio, ranked #123.

Seven Mile Advisory first reported a position in MS in Q4 2023 and has held it in 11 quarters since. The position peaked at $685K in Q3 2025. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Seven Mile Advisory held 1,338 shares of Morgan Stanley worth $280K as of Q2 2026.
  • Seven Mile Advisory sold 466 Morgan Stanley shares in Q2 2026, an estimated $92.3K.
  • Morgan Stanley made up 0.19% of Seven Mile Advisory's portfolio in Q2 2026, its #123 holding.
  • Seven Mile Advisory first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • Seven Mile Advisory's Morgan Stanley position peaked at $685K in Q3 2025.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.