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Allen Capital Group’s Morgan Stanley MS Stock Holding History

Allen Capital Group’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 		$972K Buy
4,649
+103
+2% +$20.4K 0.08% 147
2026
Q1 		$748K Buy
4,546
+60
+1% +$10.4K 0.07% 151
2025
Q4 		$796K Buy
4,486
+146
+3% +$24.4K 0.07% 144
2025
Q3 		$690K Buy
4,340
+5
+0.1% +$738 0.07% 160
2025
Q2 		$611K Buy
4,335
+429
+11% +$52.7K 0.06% 160
2025
Q1 		$456K Buy
3,906
+156
+4% +$20.1K 0.05% 173
2024
Q4 		$471K Buy
3,750
+483
+15% +$59.5K 0.06% 156
2024
Q3 		$341K Buy
3,267
+886
+37% +$89.2K 0.04% 177
2024
Q2 		$231K Buy
+2,381
New +$227K 0.03% 193

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

Allen Capital Group's MS Position: Q2 2026 in Review

Allen Capital Group increased its Morgan Stanley (MS) stake by 2.3% in Q2 2026, buying an estimated $20.4K and bringing the position to 4,649 shares worth $972K. The position accounts for 0.08% of the portfolio, ranked #147.

Allen Capital Group first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Allen Capital Group held 4,649 shares of Morgan Stanley worth $972K as of Q2 2026.
  • Allen Capital Group bought 103 Morgan Stanley shares in Q2 2026, an estimated $20.4K.
  • Morgan Stanley made up 0.08% of Allen Capital Group's portfolio in Q2 2026, its #147 holding.
  • Allen Capital Group first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.