ACC
MS icon

Acorn Creek Capital’s Morgan Stanley MS Stock Holding History

Acorn Creek Capital’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 		$393K Sell
1,880
-28
-1% -$5.54K 0.13% 46
2026
Q1 		$314K Sell
1,908
-1
-0.1% -$173 0.11% 51
2025
Q4 		$339K Buy
1,909
+30
+2% +$5K 0.12% 45
2025
Q3 		$299K Buy
1,879
+20
+1% +$2.95K 0.11% 49
2025
Q2 		$262K Buy
1,859
+87
+5% +$10.7K 0.11% 58
2025
Q1 		$207K Sell
1,772
-27
-2% -$3.48K 0.1% 74
2024
Q4 		$226K Buy
+1,799
New +$222K 0.12% 67

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

Acorn Creek Capital's MS Position: Q2 2026 in Review

Acorn Creek Capital reduced its Morgan Stanley (MS) stake by 1.5% in Q2 2026, selling an estimated $5.54K and leaving 1,880 shares worth $393K. The position accounts for 0.13% of the portfolio, ranked #46.

Acorn Creek Capital first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Acorn Creek Capital held 1,880 shares of Morgan Stanley worth $393K as of Q2 2026.
  • Acorn Creek Capital sold 28 Morgan Stanley shares in Q2 2026, an estimated $5.54K.
  • Morgan Stanley made up 0.13% of Acorn Creek Capital's portfolio in Q2 2026, its #46 holding.
  • Acorn Creek Capital first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Acorn Creek Capital's 13F filing for Q2 2026, filed 6 Aug 2026.