AlphaGrep UK
MS icon

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
Q3 		$788K Buy
4,189
+736
+21% +$156K 0.24% 78
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
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

AlphaGrep UK's MS Position: Q3 2026 in Review

AlphaGrep UK increased its Morgan Stanley (MS) stake by 21% in Q3 2026, buying an estimated $156K and bringing the position to 4,189 shares worth $788K. The position accounts for 0.24% of the portfolio, ranked #78.

AlphaGrep UK first reported a position in MS in Q4 2025 and has held it in 4 quarters since. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • AlphaGrep UK held 4,189 shares of Morgan Stanley worth $788K as of Q3 2026.
  • AlphaGrep UK bought 736 Morgan Stanley shares in Q3 2026, an estimated $156K.
  • Morgan Stanley made up 0.24% of AlphaGrep UK's portfolio in Q3 2026, its #78 holding.
  • AlphaGrep UK first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.