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Stiles Financial Services’s Morgan Stanley MS Stock Holding History

Stiles Financial Services’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 		$249K Buy
+1,191
New +$236K 0.06% 164
2026
Q1 		– Sell
-1,291
Closed -$229K – 180
2025
Q4 		$229K Sell
1,291
-67
-5% -$11.2K 0.07% 161
2025
Q3 		$216K Buy
+1,358
New +$201K 0.07% 172
2024
Q3 		– Sell
-2,910
Closed -$283K – 195
2024
Q2 		$283K Sell
2,910
-136
-4% -$12.9K 0.11% 149
2024
Q1 		$287K Buy
3,046
+28
+0.9% +$2.47K 0.12% 143
2023
Q4 		$281K Buy
3,018
+30
+1% +$2.4K 0.13% 143
2023
Q3 		$244K Sell
2,988
-34
-1% -$2.95K 0.13% 153
2023
Q2 		$258K Buy
3,022
+25
+0.8% +$2.14K 0.13% 158
2023
Q1 		$263K Sell
2,997
-104
-3% -$9.71K 0.14% 153
2022
Q4 		$264K Buy
3,101
+22
+0.7% +$1.88K 0.15% 149
2022
Q3 		$243K Buy
3,079
+83
+3% +$7K 0.15% 142
2022
Q2 		$228K Buy
2,996
+407
+16% +$33.3K 0.14% 144
2022
Q1 		$226K Buy
+2,589
New +$250K 0.11% 160

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

Stiles Financial Services's MS Position: Q2 2026 in Review

Stiles Financial Services opened a new position in Morgan Stanley (MS) in Q2 2026: 1,191 shares worth $249K. The stake represents 0.06% of the portfolio and ranks #164 among its holdings. This is a return to the name: Stiles Financial Services previously reported a position in MS as recently as Q4 2025.

Stiles Financial Services first reported a position in MS in Q1 2022 and has held it in 13 quarters since. The position peaked at $287K in Q1 2024. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Stiles Financial Services held 1,191 shares of Morgan Stanley worth $249K as of Q2 2026.
  • Morgan Stanley was a new Stiles Financial Services position in Q2 2026.
  • Morgan Stanley made up 0.06% of Stiles Financial Services's portfolio in Q2 2026, its #164 holding.
  • Stiles Financial Services first reported a position in Morgan Stanley in Q1 2022 and has held it in 13 quarters since.
  • Stiles Financial Services's Morgan Stanley position peaked at $287K in Q1 2024.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.