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Strengthening Families & Communities LLC’s Morgan Stanley MS Stock Holding History

Strengthening Families & Communities LLC’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 		$3.35K Buy
+16
New +$3.17K ﹤0.01% 530
2025
Q4 		– Sell
-8
Closed -$1.29K – 610
2025
Q3 		$1.29K Buy
+8
New +$1.18K ﹤0.01% 529
2024
Q3 		– Sell
-15
Closed -$1K – 601
2024
Q2 		$1K Buy
+15
New +$1.43K ﹤0.01% 560
2023
Q3 		– Sell
-1,798
Closed -$154K – 438
2023
Q2 		$154K Buy
+1,798
New +$154K 0.07% 150

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

Strengthening Families & Communities LLC's MS Position: Q2 2026 in Review

Strengthening Families & Communities LLC opened a new position in Morgan Stanley (MS) in Q2 2026: 16 shares worth $3.35K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: Strengthening Families & Communities LLC previously reported a position in MS as recently as Q3 2025.

Strengthening Families & Communities LLC first reported a position in MS in Q2 2023 and has held it in 4 quarters since. The position peaked at $154K in Q2 2023. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Strengthening Families & Communities LLC held 16 shares of Morgan Stanley worth $3.35K as of Q2 2026.
  • Morgan Stanley was a new Strengthening Families & Communities LLC position in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #530 holding.
  • Strengthening Families & Communities LLC first reported a position in Morgan Stanley in Q2 2023 and has held it in 4 quarters since.
  • Strengthening Families & Communities LLC's Morgan Stanley position peaked at $154K in Q2 2023.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.