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Allen Investment Management’s Morgan Stanley MS Stock Holding History

Allen 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 		$2.45M Hold
11,697
– – 0.03% 123
2026
Q1 		$1.92M Buy
11,697
+138
+1% +$23.9K 0.02% 125
2025
Q4 		$2.05M Buy
11,559
+7,615
+193% +$1.27M 0.02% 124
2025
Q3 		$627K Hold
3,944
– – 0.01% 153
2025
Q2 		$556K Sell
3,944
-90
-2% -$11.1K 0.01% 155
2025
Q1 		$471K Hold
4,034
– – 0.01% 166
2024
Q4 		$507K Hold
4,034
– – 0.01% 162
2024
Q3 		$421K Hold
4,034
– – 0.01% 187
2024
Q2 		$392K Hold
4,034
– – ﹤0.01% 186
2024
Q1 		$380K Hold
4,034
– – ﹤0.01% 178
2023
Q4 		$376K Sell
4,034
-11,970
-75% -$958K 0.01% 181
2023
Q3 		$1.31M Sell
16,004
-1
-0% -$87 0.02% 118
2023
Q2 		$1.37M Hold
16,005
– – 0.02% 113
2023
Q1 		$1.41M Hold
16,005
– – 0.02% 112
2022
Q4 		$1.36M Sell
16,005
-309
-2% -$26.3K 0.02% 109
2022
Q3 		$1.29M Sell
16,314
-343
-2% -$28.9K 0.02% 112
2022
Q2 		$1.27M Buy
16,657
+1,573
+10% +$129K 0.02% 121
2022
Q1 		$1.32M Hold
15,084
– – 0.02% 125
2021
Q4 		$1.48M Buy
15,084
+10,804
+252% +$1.08M 0.02% 127
2021
Q3 		$416K Buy
+4,280
New +$424K 0.01% 154
2020
Q3 		– Sell
-7,150
Closed -$345K – 185
2020
Q2 		$345K Hold
7,150
– – 0.01% 139
2020
Q1 		$243K Buy
7,150
+263
+4% +$12.4K 0.01% 159
2019
Q4 		$352K Hold
6,887
– – 0.01% 147
2019
Q3 		$294K Sell
6,887
-476
-6% -$20.3K 0.01% 167
2019
Q2 		$323K Sell
7,363
-17
-0.2% -$758 0.01% 167
2019
Q1 		$311K Hold
7,380
– – 0.01% 165
2018
Q4 		$293K Hold
7,380
– – 0.01% 143
2018
Q3 		$344K Hold
7,380
– – 0.01% 162
2018
Q2 		$350K Hold
7,380
– – 0.01% 158
2018
Q1 		$398K Buy
+7,380
New +$409K 0.02% 133

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 Investment Management's MS Position: Q2 2026 in Review

Allen Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 11,697 shares worth $2.45M. The position accounts for 0.03% of the portfolio, ranked #123.

Allen Investment Management first reported a position in MS in Q1 2018 and has held it in 30 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Allen Investment Management held 11,697 shares of Morgan Stanley worth $2.45M as of Q2 2026.
  • Allen Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.03% of Allen Investment Management's portfolio in Q2 2026, its #123 holding.
  • Allen Investment Management first reported a position in Morgan Stanley in Q1 2018 and has held it in 30 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.