AIM
MS icon

Access Investment Management’s Morgan Stanley MS Stock Holding History

Access Investment 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 		$63.3K Hold
303
– – 0.02% 85
2026
Q1 		$49.9K Hold
303
– – 0.01% 101
2025
Q4 		$48.2K Hold
303
– – 0.01% 97
2025
Q3 		$48.2K Hold
303
– – 0.01% 97
2025
Q2 		$42.7K Buy
+303
New +$37.2K 0.01% 100

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

Access Investment Management's MS Position: Q2 2026 in Review

Access Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 303 shares worth $63.3K. The position accounts for 0.02% of the portfolio, ranked #85.

Access Investment Management first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Access Investment Management held 303 shares of Morgan Stanley worth $63.3K as of Q2 2026.
  • Access Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.02% of Access Investment Management's portfolio in Q2 2026, its #85 holding.
  • Access Investment Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Access Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.