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Strategic Advocates’s Morgan Stanley MS Stock Holding History

Strategic Advocates’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 		$13.4K Buy
64
+35
+121% +$6.93K 0.05% 144
2026
Q1 		$4.77K Sell
29
-21
-42% -$3.64K 0.02% 179
2025
Q4 		$8.95K Hold
50
– – ﹤0.01% 379
2025
Q3 		$7.9K Buy
+50
New +$7.38K ﹤0.01% 371

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 Advocates's MS Position: Q2 2026 in Review

Strategic Advocates increased its Morgan Stanley (MS) stake by 121% in Q2 2026, buying an estimated $6.93K and bringing the position to 64 shares worth $13.4K. The position accounts for 0.05% of the portfolio, ranked #144.

Strategic Advocates first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Strategic Advocates held 64 shares of Morgan Stanley worth $13.4K as of Q2 2026.
  • Strategic Advocates bought 35 Morgan Stanley shares in Q2 2026, an estimated $6.93K.
  • Morgan Stanley made up 0.05% of Strategic Advocates's portfolio in Q2 2026, its #144 holding.
  • Strategic Advocates first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.