UAG
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United Advisor Group’s Morgan Stanley MS Stock Holding History

United Advisor Group’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 		$253K Buy
+1,210
New +$240K 0.03% 464
2026
Q1 		– Sell
-1,409
Closed -$250K – 521
2025
Q4 		$250K Sell
1,409
-1,249
-47% -$208K 0.03% 422
2025
Q3 		$423K Buy
+2,658
New +$392K 0.06% 294

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

United Advisor Group's MS Position: Q2 2026 in Review

United Advisor Group opened a new position in Morgan Stanley (MS) in Q2 2026: 1,210 shares worth $253K. The stake represents 0.03% of the portfolio and ranks #464 among its holdings. This is a return to the name: United Advisor Group previously reported a position in MS as recently as Q4 2025.

United Advisor Group first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $423K in Q3 2025. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • United Advisor Group held 1,210 shares of Morgan Stanley worth $253K as of Q2 2026.
  • Morgan Stanley was a new United Advisor Group position in Q2 2026.
  • Morgan Stanley made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #464 holding.
  • United Advisor Group first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • United Advisor Group's Morgan Stanley position peaked at $423K in Q3 2025.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.