Alley Investment Management Company’s Morgan Stanley MS Stock Holding History

Alley Investment Management Company’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	$13.6M	Sell	65,293 -2,539	-4%	-$503K	1.59%	28
2026 Q1	$11.2M	Sell	67,832 -702	-1%	-$122K	1.36%	32
2025 Q4	$12.2M	Sell	68,534 -1,441	-2%	-$240K	1.42%	31
2025 Q3	$11.1M	Buy	69,975 +887	+1%	+$131K	1.29%	32
2025 Q2	$9.73M	Buy	69,088 +6,619	+11%	+$813K	1.18%	36
2025 Q1	$7.29M	Buy	62,469 +26,763	+75%	+$3.45M	0.91%	45
2024 Q4	$4.49M	Sell	35,706 -333	-0.9%	-$41K	0.57%	53
2024 Q3	$3.76M	Hold	36,039	–	–	0.48%	57
2024 Q2	$3.5M	Hold	36,039	–	–	0.48%	56
2024 Q1	$3.39M	Hold	36,039	–	–	0.47%	56
2023 Q4	$3.36M	Hold	36,039	–	–	0.49%	55
2023 Q3	$2.94M	Hold	36,039	–	–	0.5%	56
2023 Q2	$3.08M	Hold	36,039	–	–	0.5%	57
2023 Q1	$3.16M	Hold	36,039	–	–	0.53%	57
2022 Q4	$3.06M	Buy	+36,039	New	+$3.07M	0.53%	57
2022 Q2	–	Sell	-2,314	Closed	-$202K	–	81
2022 Q1	$202K	Buy	+2,314	New	+$223K	0.03%	81

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Alley Investment Management Company's MS Position: Q2 2026 in Review

Alley Investment Management Company reduced its Morgan Stanley (MS) stake by 3.7% in Q2 2026, selling an estimated $503K and leaving 65,293 shares worth $13.6M. The position accounts for 1.59% of the portfolio, ranked #28.

Alley Investment Management Company first reported a position in MS in Q1 2022 and has held it in 16 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Alley Investment Management Company held 65,293 shares of Morgan Stanley worth $13.6M as of Q2 2026.
Alley Investment Management Company sold 2,539 Morgan Stanley shares in Q2 2026, an estimated $503K.
Morgan Stanley made up 1.59% of Alley Investment Management Company's portfolio in Q2 2026, its #28 holding.
Alley Investment Management Company first reported a position in Morgan Stanley in Q1 2022 and has held it in 16 quarters since.
2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.