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Trace Wealth Advisors’s Morgan Stanley MS Stock Holding History

Trace Wealth 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 		$251K Buy
+1,200
New +$238K 0.16% 59
2026
Q1 		– Sell
-1,200
Closed -$213K – 71
2025
Q4 		$213K Buy
+1,200
New +$200K 0.15% 65

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

Trace Wealth Advisors's MS Position: Q2 2026 in Review

Trace Wealth Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,200 shares worth $251K. The stake represents 0.16% of the portfolio and ranks #59 among its holdings. This is a return to the name: Trace Wealth Advisors previously reported a position in MS as recently as Q4 2025.

Trace Wealth Advisors first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Trace Wealth Advisors held 1,200 shares of Morgan Stanley worth $251K as of Q2 2026.
  • Morgan Stanley was a new Trace Wealth Advisors position in Q2 2026.
  • Morgan Stanley made up 0.16% of Trace Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • Trace Wealth Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Trace Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.