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Tactive Advisors’s Morgan Stanley MS Stock Holding History

Tactive 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 		$671K Sell
3,212
-476
-13% -$94.3K 0.17% 119
2026
Q1 		$607K Buy
3,688
+638
+21% +$110K 0.17% 119
2025
Q4 		$541K Buy
3,050
+70
+2% +$11.7K 0.16% 139
2025
Q3 		$474K Sell
2,980
-32
-1% -$4.72K 0.13% 146
2025
Q2 		$424K Buy
+3,012
New +$370K 0.14% 143
2024
Q1 		$254K Buy
+2,700
New +$238K 0.14% 109

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

Tactive Advisors's MS Position: Q2 2026 in Review

Tactive Advisors reduced its Morgan Stanley (MS) stake by 13% in Q2 2026, selling an estimated $94.3K and leaving 3,212 shares worth $671K. The position accounts for 0.17% of the portfolio, ranked #119.

Tactive Advisors first reported a position in MS in Q1 2024 and has held it in 6 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Tactive Advisors held 3,212 shares of Morgan Stanley worth $671K as of Q2 2026.
  • Tactive Advisors sold 476 Morgan Stanley shares in Q2 2026, an estimated $94.3K.
  • Morgan Stanley made up 0.17% of Tactive Advisors's portfolio in Q2 2026, its #119 holding.
  • Tactive Advisors first reported a position in Morgan Stanley in Q1 2024 and has held it in 6 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.