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Valued Wealth Advisors’s Morgan Stanley MS Stock Holding History

Valued 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 		$28.2K Buy
135
+39
+41% +$7.72K 0.01% 159
2026
Q1 		$15.8K Sell
96
-34
-26% -$5.89K 0.01% 212
2025
Q4 		$23K Buy
130
+17
+15% +$2.84K 0.01% 144
2025
Q3 		$18K Buy
113
+4
+4% +$591 0.01% 162
2025
Q2 		$15.3K Hold
109
– – 0.01% 171
2025
Q1 		$12.7K Buy
109
+4
+4% +$515 0.01% 202
2024
Q4 		$13.2K Buy
105
+12
+13% +$1.48K 0.01% 193
2024
Q3 		$9.71K Buy
93
+21
+29% +$2.12K 0.01% 211
2024
Q2 		$7.01K Buy
72
+24
+50% +$2.29K ﹤0.01% 237
2024
Q1 		$4.53K Sell
48
-71
-60% -$6.25K ﹤0.01% 257
2023
Q4 		$9.72K Buy
+119
New +$9.52K 0.01% 118

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

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

Valued Wealth Advisors increased its Morgan Stanley (MS) stake by 41% in Q2 2026, buying an estimated $7.72K and bringing the position to 135 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #159.

Valued Wealth Advisors first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Valued Wealth Advisors held 135 shares of Morgan Stanley worth $28.2K as of Q2 2026.
  • Valued Wealth Advisors bought 39 Morgan Stanley shares in Q2 2026, an estimated $7.72K.
  • Morgan Stanley made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #159 holding.
  • Valued Wealth Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.