ALPS Advisors’s Morgan Stanley MS Stock Holding History

ALPS 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	$2.15M	Buy	+10,272	New	+$2.03M	0.01%	500
2020 Q2	–	Sell	-28,556	Closed	-$971K	–	815
2020 Q1	$971K	Buy	+28,556	New	+$1.34M	0.02%	279
2019 Q1	–	Sell	-55,873	Closed	-$2.21M	–	968
2018 Q4	$2.21M	Sell	55,873 -3,188	-5%	-$139K	0.02%	208
2018 Q3	$2.75M	Buy	+59,061	New	+$2.88M	0.02%	213
2018 Q2	–	Sell	-17,743	Closed	-$957K	–	955
2018 Q1	$957K	Buy	17,743 +9,956	+128%	+$551K	0.01%	321
2017 Q4	$409K	Buy	+7,787	New	+$394K	﹤0.01%	676

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

ALPS Advisors's MS Position: Q2 2026 in Review

ALPS Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 10,272 shares worth $2.15M. The stake represents 0.01% of the portfolio and ranks #500 among its holdings. This is a return to the name: ALPS Advisors previously reported a position in MS as recently as Q1 2020.

ALPS Advisors first reported a position in MS in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.75M in Q3 2018. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

ALPS Advisors held 10,272 shares of Morgan Stanley worth $2.15M as of Q2 2026.
Morgan Stanley was a new ALPS Advisors position in Q2 2026.
Morgan Stanley made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #500 holding.
ALPS Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 6 quarters since.
ALPS Advisors's Morgan Stanley position peaked at $2.75M in Q3 2018.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.