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Symphony Financial’s Morgan Stanley MS Stock Holding History

Symphony Financial’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 		$2.39M Buy
11,325
+667
+6% +$132K 0.26% 80
2026
Q1 		$1.72M Buy
10,658
+4,750
+80% +$822K 0.23% 86
2025
Q4 		$1.06M Sell
5,908
-8,950
-60% -$1.49M 0.14% 104
2025
Q3 		$2.34M Sell
14,858
-673
-4% -$99.4K 0.29% 73
2025
Q2 		$2.09M Buy
15,531
+6,077
+64% +$746K 0.27% 76
2025
Q1 		$1.02M Buy
9,454
+14
+0.1% +$1.8K 0.6% 38
2024
Q4 		$1.28M Buy
9,440
+3,193
+51% +$393K 0.2% 90
2024
Q3 		$655K Buy
6,247
+2,539
+68% +$256K 0.11% 122
2024
Q2 		$364K Buy
+3,708
New +$353K 0.07% 151

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

Symphony Financial's MS Position: Q2 2026 in Review

Symphony Financial increased its Morgan Stanley (MS) stake by 6.3% in Q2 2026, buying an estimated $132K and bringing the position to 11,325 shares worth $2.39M. The position accounts for 0.26% of the portfolio, ranked #80.

Symphony Financial first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Symphony Financial held 11,325 shares of Morgan Stanley worth $2.39M as of Q2 2026.
  • Symphony Financial bought 667 Morgan Stanley shares in Q2 2026, an estimated $132K.
  • Morgan Stanley made up 0.26% of Symphony Financial's portfolio in Q2 2026, its #80 holding.
  • Symphony Financial first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.