ZF
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Zhang Financial’s Morgan Stanley MS Stock Holding History

Zhang 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 		$1.56M Buy
7,462
+420
+6% +$83.2K 0.05% 156
2026
Q1 		$1.16M Buy
7,042
+353
+5% +$61.1K 0.04% 173
2025
Q4 		$1.19M Buy
6,689
+38
+0.6% +$6.34K 0.04% 163
2025
Q3 		$1.06M Buy
6,651
+288
+5% +$42.5K 0.04% 171
2025
Q2 		$896K Buy
6,363
+3,053
+92% +$375K 0.04% 175
2025
Q1 		$386K Sell
3,310
-292
-8% -$37.6K 0.02% 223
2024
Q4 		$453K Buy
3,602
+586
+19% +$72.2K 0.03% 206
2024
Q3 		$314K Sell
3,016
-78
-3% -$7.86K 0.02% 224
2024
Q2 		$301K Buy
3,094
+64
+2% +$6.09K 0.02% 225
2024
Q1 		$285K Buy
3,030
+5
+0.2% +$440 0.02% 229
2023
Q4 		$282K Buy
+3,025
New +$242K 0.02% 222
2023
Q3 		– Sell
-2,623
Closed -$224K – 244
2023
Q2 		$224K Buy
+2,623
New +$224K 0.02% 227

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

Zhang Financial's MS Position: Q2 2026 in Review

Zhang Financial increased its Morgan Stanley (MS) stake by 6% in Q2 2026, buying an estimated $83.2K and bringing the position to 7,462 shares worth $1.56M. The position accounts for 0.05% of the portfolio, ranked #156.

Zhang Financial first reported a position in MS in Q2 2023 and has held it in 12 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Zhang Financial held 7,462 shares of Morgan Stanley worth $1.56M as of Q2 2026.
  • Zhang Financial bought 420 Morgan Stanley shares in Q2 2026, an estimated $83.2K.
  • Morgan Stanley made up 0.05% of Zhang Financial's portfolio in Q2 2026, its #156 holding.
  • Zhang Financial first reported a position in Morgan Stanley in Q2 2023 and has held it in 12 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.