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Signal Advisors Wealth’s Morgan Stanley MS Stock Holding History

Signal Advisors Wealth’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 		$1.38M Sell
6,602
-268
-4% -$53.1K 0.07% 222
2026
Q1 		$1.13M Buy
6,870
+549
+9% +$95K 0.08% 217
2025
Q4 		$1.12M Buy
6,321
+2,931
+86% +$489K 0.09% 178
2025
Q3 		$539K Sell
3,390
-320
-9% -$47.3K 0.05% 261
2025
Q2 		$523K Sell
3,710
-67
-2% -$8.23K 0.04% 292
2025
Q1 		$441K Buy
3,777
+1,837
+95% +$237K 0.04% 299
2024
Q4 		$244K Buy
+1,940
New +$239K 0.03% 391

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

Signal Advisors Wealth's MS Position: Q2 2026 in Review

Signal Advisors Wealth reduced its Morgan Stanley (MS) stake by 3.9% in Q2 2026, selling an estimated $53.1K and leaving 6,602 shares worth $1.38M. The position accounts for 0.07% of the portfolio, ranked #222.

Signal Advisors Wealth first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Signal Advisors Wealth held 6,602 shares of Morgan Stanley worth $1.38M as of Q2 2026.
  • Signal Advisors Wealth sold 268 Morgan Stanley shares in Q2 2026, an estimated $53.1K.
  • Morgan Stanley made up 0.07% of Signal Advisors Wealth's portfolio in Q2 2026, its #222 holding.
  • Signal Advisors Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.