AI
MS icon

Accredited Investors’s Morgan Stanley MS Stock Holding History

Accredited Investors’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 		$486K Sell
2,325
-732
-24% -$145K 0.02% 181
2026
Q1 		$503K Sell
3,057
-242
-7% -$41.9K 0.03% 156
2025
Q4 		$586K Buy
3,299
+448
+16% +$74.7K 0.03% 148
2025
Q3 		$453K Buy
2,851
+453
+19% +$66.9K 0.03% 154
2025
Q2 		$338K Buy
2,398
+4
+0.2% +$491 0.02% 180
2025
Q1 		$279K Buy
2,394
+19
+0.8% +$2.45K 0.02% 181
2024
Q4 		$299K Sell
2,375
-214
-8% -$26.4K 0.02% 179
2024
Q3 		$270K Buy
2,589
+6
+0.2% +$604 0.02% 187
2024
Q2 		$251K Sell
2,583
-172
-6% -$16.4K 0.02% 185
2024
Q1 		$259K Sell
2,755
-640
-19% -$56.4K 0.02% 177
2023
Q4 		$317K Sell
3,395
-90
-3% -$7.2K 0.02% 149
2023
Q3 		$285K Buy
+3,485
New +$303K 0.02% 145

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

Accredited Investors's MS Position: Q2 2026 in Review

Accredited Investors reduced its Morgan Stanley (MS) stake by 24% in Q2 2026, selling an estimated $145K and leaving 2,325 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #181.

Accredited Investors first reported a position in MS in Q3 2023 and has held it in 12 quarters since. The position peaked at $586K in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Accredited Investors held 2,325 shares of Morgan Stanley worth $486K as of Q2 2026.
  • Accredited Investors sold 732 Morgan Stanley shares in Q2 2026, an estimated $145K.
  • Morgan Stanley made up 0.02% of Accredited Investors's portfolio in Q2 2026, its #181 holding.
  • Accredited Investors first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • Accredited Investors's Morgan Stanley position peaked at $586K in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.