AG
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Algert Global’s Morgan Stanley MS Stock Holding History

Algert Global’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 		$7.2M Sell
34,432
-2,482
-7% -$491K 0.09% 401
2026
Q1 		$6.07M Buy
+36,914
New +$6.39M 0.09% 384
2020
Q4 		– Sell
-27,492
Closed -$1.33M – 460
2020
Q3 		$1.33M Buy
27,492
+6,468
+31% +$326K 0.42% 88
2020
Q2 		$1.01M Buy
21,024
+8,333
+66% +$350K 0.34% 101
2020
Q1 		$431K Buy
+12,691
New +$598K 0.18% 185

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

Algert Global's MS Position: Q2 2026 in Review

Algert Global reduced its Morgan Stanley (MS) stake by 6.7% in Q2 2026, selling an estimated $491K and leaving 34,432 shares worth $7.2M. The position accounts for 0.09% of the portfolio, ranked #401.

Algert Global first reported a position in MS in Q1 2020 and has held it in 5 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Algert Global held 34,432 shares of Morgan Stanley worth $7.2M as of Q2 2026.
  • Algert Global sold 2,482 Morgan Stanley shares in Q2 2026, an estimated $491K.
  • Morgan Stanley made up 0.09% of Algert Global's portfolio in Q2 2026, its #401 holding.
  • Algert Global first reported a position in Morgan Stanley in Q1 2020 and has held it in 5 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.