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Stonebridge Financial Planning Group’s Morgan Stanley MS Stock Holding History

Stonebridge Financial Planning 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 		$234K Buy
+1,120
New +$222K 0.07% 167
2020
Q2 		– Sell
-200
Closed -$8K – 407
2020
Q1 		$8K Buy
+200
New +$9.42K 0.01% 327

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 $3.38T AUM 44.17% 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

Stonebridge Financial Planning Group's MS Position: Q2 2026 in Review

Stonebridge Financial Planning Group opened a new position in Morgan Stanley (MS) in Q2 2026: 1,120 shares worth $234K. The stake represents 0.07% of the portfolio and ranks #167 among its holdings. This is a return to the name: Stonebridge Financial Planning Group previously reported a position in MS as recently as Q1 2020.

Stonebridge Financial Planning Group first reported a position in MS in Q1 2020 and has held it in 2 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Stonebridge Financial Planning Group held 1,120 shares of Morgan Stanley worth $234K as of Q2 2026.
  • Morgan Stanley was a new Stonebridge Financial Planning Group position in Q2 2026.
  • Morgan Stanley made up 0.07% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #167 holding.
  • Stonebridge Financial Planning Group first reported a position in Morgan Stanley in Q1 2020 and has held it in 2 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.