Almanack Investment Partners’s Morgan Stanley MS Stock Holding History

Almanack Investment Partners’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	$355K	Buy	+1,696	New	+$336K	0.05%	209
2025 Q4	–	Sell	-2,418	Closed	-$384K	–	192
2025 Q3	$384K	Sell	2,418 -152	-6%	-$22.4K	0.06%	133
2025 Q2	$362K	Buy	+2,570	New	+$316K	0.06%	144
2022 Q4	–	Sell	-658	Closed	-$52K	–	797
2022 Q3	$52K	Buy	+658	New	+$55.5K	0.01%	260
2022 Q2	–	Sell	-2,557	Closed	-$223K	–	494
2022 Q1	$223K	Buy	2,557 +191	+8%	+$18.4K	0.02%	430
2021 Q4	$232K	Buy	2,366 +276	+13%	+$27.5K	0.02%	438
2021 Q3	$203K	Buy	+2,090	New	+$207K	0.02%	467

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

Almanack Investment Partners's MS Position: Q2 2026 in Review

Almanack Investment Partners opened a new position in Morgan Stanley (MS) in Q2 2026: 1,696 shares worth $355K. The stake represents 0.05% of the portfolio and ranks #209 among its holdings. This is a return to the name: Almanack Investment Partners previously reported a position in MS as recently as Q3 2025.

Almanack Investment Partners first reported a position in MS in Q3 2021 and has held it in 7 quarters since. The position peaked at $384K in Q3 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Almanack Investment Partners held 1,696 shares of Morgan Stanley worth $355K as of Q2 2026.
Morgan Stanley was a new Almanack Investment Partners position in Q2 2026.
Morgan Stanley made up 0.05% of Almanack Investment Partners's portfolio in Q2 2026, its #209 holding.
Almanack Investment Partners first reported a position in Morgan Stanley in Q3 2021 and has held it in 7 quarters since.
Almanack Investment Partners's Morgan Stanley position peaked at $384K in Q3 2025.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.