AlphaGrep UK’s Morgan Stanley MS Stock Holding History

AlphaGrep UK’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	$722K	Sell	3,453 -102	-3%	-$20.2K	0.21%	104
2026 Q1	$585K	Buy	3,555 +185	+5%	+$32K	0.17%	170
2025 Q4	$598K	Buy	+3,370	New	+$562K	0.2%	148

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AlphaGrep UK's MS Position: Q2 2026 in Review

AlphaGrep UK reduced its Morgan Stanley (MS) stake by 2.9% in Q2 2026, selling an estimated $20.2K and leaving 3,453 shares worth $722K. The position accounts for 0.21% of the portfolio, ranked #104.

AlphaGrep UK first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

AlphaGrep UK held 3,453 shares of Morgan Stanley worth $722K as of Q2 2026.
AlphaGrep UK sold 102 Morgan Stanley shares in Q2 2026, an estimated $20.2K.
Morgan Stanley made up 0.21% of AlphaGrep UK's portfolio in Q2 2026, its #104 holding.
AlphaGrep UK first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.