SSC
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Syverson Strege & Co’s Morgan Stanley MS Stock Holding History

Syverson Strege & Co’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 		$331K Buy
1,582
+164
+12% +$32.5K 0.07% 122
2026
Q1 		$233K Sell
1,418
-44
-3% -$7.62K 0.06% 149
2025
Q4 		$260K Sell
1,462
-110
-7% -$18.3K 0.06% 131
2025
Q3 		$250K Sell
1,572
-317
-17% -$46.8K 0.06% 136
2025
Q2 		$266K Buy
+1,889
New +$232K 0.06% 132

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

Syverson Strege & Co's MS Position: Q2 2026 in Review

Syverson Strege & Co increased its Morgan Stanley (MS) stake by 12% in Q2 2026, buying an estimated $32.5K and bringing the position to 1,582 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #122.

Syverson Strege & Co first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Syverson Strege & Co held 1,582 shares of Morgan Stanley worth $331K as of Q2 2026.
  • Syverson Strege & Co bought 164 Morgan Stanley shares in Q2 2026, an estimated $32.5K.
  • Morgan Stanley made up 0.07% of Syverson Strege & Co's portfolio in Q2 2026, its #122 holding.
  • Syverson Strege & Co first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.