1248 Management’s Morgan Stanley MS Stock Holding History

1248 Management’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	$149K	Hold	714	–	–	0.06%	84
2026 Q1	$118K	Hold	714	–	–	0.05%	81
2025 Q4	$127K	Hold	714	–	–	0.07%	88
2025 Q3	$113K	Buy	714 +1	+0.1%	+$148	0.06%	89
2025 Q2	$100K	Sell	713 -296	-29%	-$36.4K	0.04%	96
2025 Q1	$118K	Buy	+1,009	New	+$130K	0.05%	89

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

1248 Management's MS Position: Q2 2026 in Review

1248 Management held its Morgan Stanley (MS) position steady in Q2 2026 at 714 shares worth $149K. The position accounts for 0.06% of the portfolio, ranked #84.

1248 Management first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

1248 Management held 714 shares of Morgan Stanley worth $149K as of Q2 2026.
1248 Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.06% of 1248 Management's portfolio in Q2 2026, its #84 holding.
1248 Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on 1248 Management's 13F filing for Q2 2026, filed 13 Aug 2026.