Spirit of America Management Corp’s Morgan Stanley MS Stock Holding History

Spirit of America Management Corp’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	$627K	Hold	3,000	–	–	0.12%	164
2026 Q1	$494K	Hold	3,000	–	–	0.1%	176
2025 Q4	$533K	Hold	3,000	–	–	0.11%	170
2025 Q3	$477K	Hold	3,000	–	–	0.1%	191
2025 Q2	$423K	Hold	3,000	–	–	0.09%	197
2025 Q1	$350K	Hold	3,000	–	–	0.07%	210
2024 Q4	$377K	Hold	3,000	–	–	0.08%	193
2024 Q3	$313K	Hold	3,000	–	–	0.06%	213
2024 Q2	$292K	Hold	3,000	–	–	0.06%	213
2024 Q1	$282K	Hold	3,000	–	–	0.06%	206
2023 Q4	$280K	Hold	3,000	–	–	0.06%	200
2023 Q3	$245K	Hold	3,000	–	–	0.06%	184
2023 Q2	$256K	Hold	3,000	–	–	0.06%	183
2023 Q1	$263K	Hold	3,000	–	–	0.06%	172
2022 Q4	$255K	Hold	3,000	–	–	0.06%	177
2022 Q3	$237K	Hold	3,000	–	–	0.06%	186
2022 Q2	$228K	Hold	3,000	–	–	0.05%	190
2022 Q1	$262K	Hold	3,000	–	–	0.05%	189
2021 Q4	$294K	Hold	3,000	–	–	0.06%	185
2021 Q3	$292K	Hold	3,000	–	–	0.06%	190
2021 Q2	$275K	Buy	+3,000	New	+$257K	0.06%	186

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Spirit of America Management Corp's MS Position: Q2 2026 in Review

Spirit of America Management Corp held its Morgan Stanley (MS) position steady in Q2 2026 at 3,000 shares worth $627K. The position accounts for 0.12% of the portfolio, ranked #164.

Spirit of America Management Corp first reported a position in MS in Q2 2021 and has held it in 21 quarters since. 1,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Spirit of America Management Corp held 3,000 shares of Morgan Stanley worth $627K as of Q2 2026.
Spirit of America Management Corp left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.12% of Spirit of America Management Corp's portfolio in Q2 2026, its #164 holding.
Spirit of America Management Corp first reported a position in Morgan Stanley in Q2 2021 and has held it in 21 quarters since.
1,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.