3 Factor Indexing’s Morgan Stanley MS Stock Holding History

3 Factor Indexing’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	$837	Hold	4	–	–	﹤0.01%	159
2026 Q1	$659	Buy	+4	New	+$693	﹤0.01%	167

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

3 Factor Indexing's MS Position: Q2 2026 in Review

3 Factor Indexing held its Morgan Stanley (MS) position steady in Q2 2026 at 4 shares worth $837. The position accounts for ﹤0.01% of the portfolio, ranked #159.

3 Factor Indexing first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

3 Factor Indexing held 4 shares of Morgan Stanley worth $837 as of Q2 2026.
3 Factor Indexing left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #159 holding.
3 Factor Indexing first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.