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Souders Financial Advisors’s Morgan Stanley MS Stock Holding History

Souders Financial 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 		$1.3M Buy
6,196
+464
+8% +$91.9K 0.13% 85
2026
Q1 		$943K Sell
5,732
-209
-4% -$36.2K 0.11% 99
2025
Q4 		$1.05M Buy
5,941
+702
+13% +$117K 0.12% 87
2025
Q3 		$833K Buy
5,239
+508
+11% +$75K 0.1% 99
2025
Q2 		$666K Buy
4,731
+712
+18% +$87.5K 0.08% 114
2025
Q1 		$469K Buy
4,019
+1,520
+61% +$196K 0.07% 134
2024
Q4 		$314K Buy
+2,499
New +$308K 0.04% 148

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

Souders Financial Advisors's MS Position: Q2 2026 in Review

Souders Financial Advisors increased its Morgan Stanley (MS) stake by 8.1% in Q2 2026, buying an estimated $91.9K and bringing the position to 6,196 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #85.

Souders Financial Advisors first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Souders Financial Advisors held 6,196 shares of Morgan Stanley worth $1.3M as of Q2 2026.
  • Souders Financial Advisors bought 464 Morgan Stanley shares in Q2 2026, an estimated $91.9K.
  • Morgan Stanley made up 0.13% of Souders Financial Advisors's portfolio in Q2 2026, its #85 holding.
  • Souders Financial Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.