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3Chopt Investment Partners’s Morgan Stanley MS Stock Holding History

3Chopt Investment Partners’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 		$968K Buy
+4,633
New +$917K 0.18% 104
2026
Q1 		– Sell
-3,957
Closed -$702K – 251
2025
Q4 		$702K Buy
3,957
+11
+0.3% +$1.83K 0.16% 116
2025
Q3 		$627K Sell
3,946
-40
-1% -$5.91K 0.14% 119
2025
Q2 		$561K Sell
3,986
-223
-5% -$27.4K 0.14% 128
2025
Q1 		$491K Buy
+4,209
New +$542K 0.13% 135
2024
Q3 		– Sell
-2,907
Closed -$283K – 140
2024
Q2 		$283K Buy
+2,907
New +$277K 0.09% 162
2024
Q1 		– Sell
-2,175
Closed -$203K – 127
2023
Q4 		$203K Buy
+2,175
New +$174K 0.07% 164
2023
Q1 		– Sell
-1,500
Closed -$128K – 217
2022
Q4 		$128K Buy
+1,500
New +$128K 0.07% 152

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

3Chopt Investment Partners's MS Position: Q2 2026 in Review

3Chopt Investment Partners opened a new position in Morgan Stanley (MS) in Q2 2026: 4,633 shares worth $968K. The stake represents 0.18% of the portfolio and ranks #104 among its holdings. This is a return to the name: 3Chopt Investment Partners previously reported a position in MS as recently as Q4 2025.

3Chopt Investment Partners first reported a position in MS in Q4 2022 and has held it in 8 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • 3Chopt Investment Partners held 4,633 shares of Morgan Stanley worth $968K as of Q2 2026.
  • Morgan Stanley was a new 3Chopt Investment Partners position in Q2 2026.
  • Morgan Stanley made up 0.18% of 3Chopt Investment Partners's portfolio in Q2 2026, its #104 holding.
  • 3Chopt Investment Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 8 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.