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Strategic Advisors’s Morgan Stanley MS Stock Holding History

Strategic 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 		$813K Sell
3,887
-14,057
-78% -$2.78M 0.18% 89
2026
Q1 		$2.95M Buy
17,944
+1
+0% +$173 0.49% 47
2025
Q4 		$3.19M Buy
17,943
+35
+0.2% +$5.84K 0.5% 48
2025
Q3 		$2.85M Buy
17,908
+33
+0.2% +$4.87K 0.46% 54
2025
Q2 		$2.52M Buy
17,875
+227
+1% +$27.9K 0.5% 45
2025
Q1 		$2.06M Sell
17,648
-426
-2% -$54.9K 0.4% 50
2024
Q4 		$2.27M Buy
18,074
+1,690
+10% +$208K 0.41% 51
2024
Q3 		$1.71M Buy
16,384
+6
+0% +$604 0.32% 73
2024
Q2 		$1.59M Sell
16,378
-100
-0.6% -$9.52K 0.31% 70
2024
Q1 		$1.55M Sell
16,478
-293
-2% -$25.8K 0.31% 74
2023
Q4 		$1.56M Sell
16,771
-141
-0.8% -$11.3K 0.3% 74
2023
Q3 		$1.38M Buy
16,912
+8
+0% +$695 0.27% 78
2023
Q2 		$1.44M Buy
16,904
+7
+0% +$599 0.28% 74
2023
Q1 		$1.48M Buy
16,897
+6
+0% +$560 0.3% 70
2022
Q4 		$1.44M Buy
16,891
+7
+0% +$597 0.32% 70
2022
Q3 		$1.33M Buy
16,884
+174
+1% +$14.7K 0.3% 77
2022
Q2 		$1.27M Buy
16,710
+6
+0% +$491 0.27% 81
2022
Q1 		$1.46M Buy
+16,704
New +$1.61M 0.25% 82

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

Strategic Advisors's MS Position: Q2 2026 in Review

Strategic Advisors reduced its Morgan Stanley (MS) stake by 78% in Q2 2026, selling an estimated $2.78M and leaving 3,887 shares worth $813K. The position accounts for 0.18% of the portfolio, ranked #89.

Strategic Advisors first reported a position in MS in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.19M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Strategic Advisors held 3,887 shares of Morgan Stanley worth $813K as of Q2 2026.
  • Strategic Advisors sold 14,057 Morgan Stanley shares in Q2 2026, an estimated $2.78M.
  • Morgan Stanley made up 0.18% of Strategic Advisors's portfolio in Q2 2026, its #89 holding.
  • Strategic Advisors first reported a position in Morgan Stanley in Q1 2022 and has held it in 18 quarters since.
  • Strategic Advisors's Morgan Stanley position peaked at $3.19M in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.