Sound Financial Strategies Group’s Morgan Stanley MS Stock Holding History

Sound Financial Strategies Group’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	$210K	Buy	+1,006	New	+$199K	0.13%	120

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sound Financial Strategies Group's MS Position: Q2 2026 in Review

Sound Financial Strategies Group opened a new position in Morgan Stanley (MS) in Q2 2026: 1,006 shares worth $210K. The stake represents 0.13% of the portfolio and ranks #120 among its holdings.

2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Sound Financial Strategies Group held 1,006 shares of Morgan Stanley worth $210K as of Q2 2026.
Morgan Stanley was a new Sound Financial Strategies Group position in Q2 2026.
Morgan Stanley made up 0.13% of Sound Financial Strategies Group's portfolio in Q2 2026, its #120 holding.
2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.