USA FINANCIAL FORMULAS’s Morgan Stanley MS Stock Holding History

USA FINANCIAL FORMULAS’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	$495K	Buy	+2,367	New	+$469K	0.09%	86

Other funds holding MS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

USA FINANCIAL FORMULAS's MS Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Morgan Stanley (MS) in Q2 2026: 2,367 shares worth $495K. The stake represents 0.09% of the portfolio and ranks #86 among its holdings.

1,479 funds tracked by Wall St. Rank hold MS as of Q2 2026.

USA FINANCIAL FORMULAS held 2,367 shares of Morgan Stanley worth $495K as of Q2 2026.
Morgan Stanley was a new USA FINANCIAL FORMULAS position in Q2 2026.
Morgan Stanley made up 0.09% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #86 holding.
1,479 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.