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SOA Wealth Advisors’s Morgan Stanley MS Stock Holding History

SOA Wealth 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 		$198K Sell
945
-39
-4% -$7.72K 0.03% 208
2026
Q1 		$162K Sell
984
-36
-4% -$6.23K 0.03% 219
2025
Q4 		$181K Buy
1,020
+24
+2% +$4K 0.03% 213
2025
Q3 		$158K Buy
996
+2
+0.2% +$295 0.03% 230
2025
Q2 		$140K Sell
994
-26
-3% -$3.19K 0.03% 241
2025
Q1 		$119K Buy
1,020
+1
+0.1% +$129 0.02% 242
2024
Q4 		$128K Buy
1,019
+2
+0.2% +$246 0.02% 230
2024
Q3 		$106K Buy
1,017
+2
+0.2% +$201 0.02% 247
2024
Q2 		$98.7K Buy
1,015
+2
+0.2% +$190 0.02% 250
2024
Q1 		$95.4K Buy
1,013
+2
+0.2% +$176 0.02% 248
2023
Q4 		$94.3K Buy
1,011
+2
+0.2% +$160 0.02% 243
2023
Q3 		$82.4K Buy
1,009
+2
+0.2% +$174 0.02% 245
2023
Q2 		$86K Buy
1,007
+283
+39% +$24.2K 0.02% 246
2023
Q1 		$63.5K Buy
724
+50
+7% +$4.67K 0.02% 261
2022
Q4 		$57.3K Buy
674
+2
+0.3% +$170 0.02% 267
2022
Q3 		$53K Buy
672
+2
+0.3% +$169 0.02% 258
2022
Q2 		$50K Sell
670
-13
-2% -$1.06K 0.01% 266
2022
Q1 		$59K Buy
683
+1
+0.1% +$96 0.01% 285
2021
Q4 		$67K Buy
682
+2
+0.3% +$199 0.02% 262
2021
Q3 		$66K Buy
680
+1
+0.1% +$99 0.02% 276
2021
Q2 		$62K Sell
679
-54
-7% -$4.63K 0.02% 282
2021
Q1 		$56K Buy
733
+2
+0.3% +$153 0.02% 260
2020
Q4 		$54K Buy
+731
New +$41.9K 0.01% 254

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

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

SOA Wealth Advisors reduced its Morgan Stanley (MS) stake by 4% in Q2 2026, selling an estimated $7.72K and leaving 945 shares worth $198K. The position accounts for 0.03% of the portfolio, ranked #208.

SOA Wealth Advisors first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • SOA Wealth Advisors held 945 shares of Morgan Stanley worth $198K as of Q2 2026.
  • SOA Wealth Advisors sold 39 Morgan Stanley shares in Q2 2026, an estimated $7.72K.
  • Morgan Stanley made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #208 holding.
  • SOA Wealth Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.