Alpine Global Management’s Morgan Stanley MS Stock Holding History

Alpine Global Management’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	$284K	Buy	+1,359	New	+$269K	0.05%	152
2024 Q3	–	Sell	-6,500	Closed	-$632K	–	336
2024 Q2	$632K	Buy	+6,500	New	+$619K	0.11%	154
2024 Q1	–	Sell	-2,499	Closed	-$233K	–	250
2023 Q4	$233K	Buy	+2,499	New	+$200K	0.06%	141
2020 Q3	–	Sell	-14,645	Closed	-$707K	–	370
2020 Q2	$707K	Buy	+14,645	New	+$615K	0.12%	116
2017 Q4	–	Sell	-11,646	Closed	-$561K	–	247
2017 Q3	$561K	Buy	+11,646	New	+$540K	0.16%	94
2017 Q2	–	Sell	-7,933	Closed	-$340K	–	268
2017 Q1	$340K	Buy	+7,933	New	+$352K	0.09%	187
2015 Q3	–	Sell	-15,589	Closed	-$605K	–	533
2015 Q2	$605K	Buy	15,589 +3,486	+29%	+$133K	0.1%	158
2015 Q1	$432K	Sell	12,103 -23,782	-66%	-$853K	0.14%	163
2014 Q4	$1.39M	Buy	+35,885	New	+$1.28M	0.25%	95

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

Alpine Global Management's MS Position: Q2 2026 in Review

Alpine Global Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,359 shares worth $284K. The stake represents 0.05% of the portfolio and ranks #152 among its holdings. This is a return to the name: Alpine Global Management previously reported a position in MS as recently as Q2 2024.

Alpine Global Management first reported a position in MS in Q4 2014 and has held it in 9 quarters since. The position peaked at $1.39M in Q4 2014. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Alpine Global Management held 1,359 shares of Morgan Stanley worth $284K as of Q2 2026.
Morgan Stanley was a new Alpine Global Management position in Q2 2026.
Morgan Stanley made up 0.05% of Alpine Global Management's portfolio in Q2 2026, its #152 holding.
Alpine Global Management first reported a position in Morgan Stanley in Q4 2014 and has held it in 9 quarters since.
Alpine Global Management's Morgan Stanley position peaked at $1.39M in Q4 2014.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Alpine Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.