XF
MS icon

XML Financial’s Morgan Stanley MS Stock Holding History

XML Financial’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 		$311K Hold
1,490
– – 0.02% 361
2026
Q1 		$245K Sell
1,490
-1,083
-42% -$187K 0.02% 377
2025
Q4 		$457K Buy
2,573
+1,083
+73% +$181K 0.04% 273
2025
Q3 		$237K Hold
1,490
– – 0.02% 351
2025
Q2 		$210K Buy
+1,490
New +$183K 0.02% 348
2025
Q1 		– Sell
-2,612
Closed -$328K – 386
2024
Q4 		$328K Buy
+2,612
New +$322K 0.03% 284

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

XML Financial's MS Position: Q2 2026 in Review

XML Financial held its Morgan Stanley (MS) position steady in Q2 2026 at 1,490 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #361.

XML Financial first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $457K in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • XML Financial held 1,490 shares of Morgan Stanley worth $311K as of Q2 2026.
  • XML Financial left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.02% of XML Financial's portfolio in Q2 2026, its #361 holding.
  • XML Financial first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • XML Financial's Morgan Stanley position peaked at $457K in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.