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AllStreet Capital Advisors’s Morgan Stanley MS Stock Holding History

AllStreet Capital Advisors’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 		$253K Buy
+1,212
New +$240K 0.16% 61
2026
Q1 		– Sell
-1,212
Closed -$215K – 64
2025
Q4 		$215K Buy
+1,212
New +$202K 0.16% 62

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

AllStreet Capital Advisors's MS Position: Q2 2026 in Review

AllStreet Capital Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,212 shares worth $253K. The stake represents 0.16% of the portfolio and ranks #61 among its holdings. This is a return to the name: AllStreet Capital Advisors previously reported a position in MS as recently as Q4 2025.

AllStreet Capital Advisors first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 1,854 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • AllStreet Capital Advisors held 1,212 shares of Morgan Stanley worth $253K as of Q2 2026.
  • Morgan Stanley was a new AllStreet Capital Advisors position in Q2 2026.
  • Morgan Stanley made up 0.16% of AllStreet Capital Advisors's portfolio in Q2 2026, its #61 holding.
  • AllStreet Capital Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 1,854 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on AllStreet Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.