SIA
MS icon

Strategic Investment Advisors’s Morgan Stanley MS Stock Holding History

Strategic Investment 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 		$373K Buy
1,783
+97
+6% +$19.2K 0.02% 249
2026
Q1 		$278K Buy
+1,686
New +$292K 0.02% 271
2024
Q4 		– Sell
-4,264
Closed -$444K – 245
2024
Q3 		$444K Sell
4,264
-1,140
-21% -$115K 0.05% 189
2024
Q2 		$525K Sell
5,404
-469
-8% -$44.6K 0.06% 175
2024
Q1 		$553K Buy
5,873
+1,340
+30% +$118K 0.07% 168
2023
Q4 		$423K Sell
4,533
-1,116
-20% -$89.3K 0.06% 179
2023
Q3 		$461K Sell
5,649
-56
-1% -$4.86K 0.08% 176
2023
Q2 		$487K Buy
5,705
+188
+3% +$16.1K 0.07% 141
2023
Q1 		$484K Sell
5,517
-8,279
-60% -$773K 0.09% 163
2022
Q4 		$1.17M Buy
13,796
+288
+2% +$24.5K 0.24% 75
2022
Q3 		$1.07M Sell
13,508
-762
-5% -$64.2K 0.24% 71
2022
Q2 		$1.08M Buy
14,270
+1,501
+12% +$123K 0.22% 73
2022
Q1 		$1.12M Buy
12,769
+1,046
+9% +$101K 0.21% 80
2021
Q4 		$1.15M Buy
11,723
+646
+6% +$64.3K 0.22% 83
2021
Q3 		$1.08M Buy
11,077
+132
+1% +$13.1K 0.24% 88
2021
Q2 		$1M Buy
10,945
+4,308
+65% +$369K 0.23% 90
2021
Q1 		$515K Sell
6,637
-874
-12% -$67K 0.13% 128
2020
Q4 		$515K Buy
7,511
+172
+2% +$9.87K 0.15% 119
2020
Q3 		$355K Buy
7,339
+1,432
+24% +$72.1K 0.12% 114
2020
Q2 		$285K Buy
+5,907
New +$248K 0.11% 138
2020
Q1 		– Sell
-5,044
Closed -$258K – 155
2019
Q4 		$258K Buy
+5,044
New +$239K 0.11% 144

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 Investment Advisors's MS Position: Q2 2026 in Review

Strategic Investment Advisors increased its Morgan Stanley (MS) stake by 5.8% in Q2 2026, buying an estimated $19.2K and bringing the position to 1,783 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #249.

Strategic Investment Advisors first reported a position in MS in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.17M in Q4 2022. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Strategic Investment Advisors held 1,783 shares of Morgan Stanley worth $373K as of Q2 2026.
  • Strategic Investment Advisors bought 97 Morgan Stanley shares in Q2 2026, an estimated $19.2K.
  • Morgan Stanley made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #249 holding.
  • Strategic Investment Advisors first reported a position in Morgan Stanley in Q4 2019 and has held it in 21 quarters since.
  • Strategic Investment Advisors's Morgan Stanley position peaked at $1.17M in Q4 2022.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.