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Strategic Investment Solutions’s Morgan Stanley MS Stock Holding History

Strategic Investment Solutions’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 		– Sell
-30
Closed -$4.94K – 706
2026
Q1 		$4.94K Buy
+30
New +$5.19K ﹤0.01% 486
2023
Q4 		$932 Buy
+10
New +$800 ﹤0.01% 1014

Other funds holding MS

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Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
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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 Solutions's MS Position: Q2 2026 in Review

Strategic Investment Solutions sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 30 shares — an estimated $4.94K sold.

Strategic Investment Solutions first reported a position in MS in Q4 2023 and held it in 2 quarters. The position peaked at $4.94K in Q1 2026. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Strategic Investment Solutions reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Strategic Investment Solutions sold 30 Morgan Stanley shares in Q2 2026, an estimated $4.94K.
  • Strategic Investment Solutions first reported a position in Morgan Stanley in Q4 2023 and held it in 2 quarters.
  • Strategic Investment Solutions's Morgan Stanley position peaked at $4.94K in Q1 2026.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.