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World Investment Advisors’s Morgan Stanley MS Stock Holding History

World Investment 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 		$4.44M Sell
26,428
-2,127
-7% -$421K 0.07% 285
2026
Q1 		$4.7M Buy
28,555
+417
+1% +$72.2K 0.08% 275
2025
Q4 		$5M Buy
28,138
+7,272
+35% +$1.21M 0.08% 264
2025
Q3 		$3.32M Sell
20,866
-210
-1% -$31K 0.07% 297
2025
Q2 		$2.97M Buy
21,076
+1,460
+7% +$179K 0.07% 305
2025
Q1 		$2.29M Buy
19,616
+2,297
+13% +$296K 0.06% 328
2024
Q4 		$2.18M Buy
17,319
+2,256
+15% +$278K 0.06% 312
2024
Q3 		$1.57M Buy
15,063
+4,674
+45% +$471K 0.05% 338
2024
Q2 		$1.01M Buy
+10,389
New +$989K 0.06% 270

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 $3.38T AUM 44.17% 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

World Investment Advisors's MS Position: Q2 2026 in Review

World Investment Advisors reduced its Morgan Stanley (MS) stake by 7.4% in Q2 2026, selling an estimated $421K and leaving 26,428 shares worth $4.44M. The position accounts for 0.07% of the portfolio, ranked #285.

World Investment Advisors first reported a position in MS in Q2 2024 and has held it in 9 quarters since. The position peaked at $5M in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • World Investment Advisors held 26,428 shares of Morgan Stanley worth $4.44M as of Q2 2026.
  • World Investment Advisors sold 2,127 Morgan Stanley shares in Q2 2026, an estimated $421K.
  • Morgan Stanley made up 0.07% of World Investment Advisors's portfolio in Q2 2026, its #285 holding.
  • World Investment Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • World Investment Advisors's Morgan Stanley position peaked at $5M in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.