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Altman Advisors’s Morgan Stanley MS Stock Holding History

Altman 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 		$2.63M Sell
12,602
-446
-3% -$88.3K 0.95% 33
2026
Q1 		$2.15M Sell
13,048
-3,360
-20% -$582K 0.89% 46
2025
Q4 		$2.91M Sell
16,408
-500
-3% -$83.4K 1.1% 31
2025
Q3 		$2.69M Sell
16,908
-115
-0.7% -$17K 1.03% 34
2025
Q2 		$2.4M Buy
17,023
+179
+1% +$22K 0.98% 40
2025
Q1 		$1.94M Buy
16,844
+314
+2% +$40.5K 0.9% 49
2024
Q4 		$2.08M Sell
16,530
-51
-0.3% -$6.28K 0.89% 43
2024
Q3 		$1.73M Buy
16,581
+251
+2% +$25.3K 0.77% 64
2024
Q2 		$1.59M Buy
16,330
+68
+0.4% +$6.47K 0.9% 51
2024
Q1 		$1.52M Buy
16,262
+7,063
+77% +$622K 0.74% 63
2023
Q4 		$858K Sell
9,199
-7,571
-45% -$606K 0.45% 79
2023
Q3 		$1.37M Buy
+16,770
New +$1.46M 0.85% 52
2023
Q1 		$1.28M Buy
16,535
+510
+3% +$47.6K 1.17% 37
2022
Q4 		$1.43M Sell
16,025
-580
-3% -$49.4K 0.88% 37
2022
Q3 		$1.31M Buy
16,605
+359
+2% +$30.3K 0.83% 36
2022
Q2 		$1.36M Buy
+16,246
New +$1.33M 0.77% 43

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Altman Advisors's MS Position: Q2 2026 in Review

Altman Advisors reduced its Morgan Stanley (MS) stake by 3.4% in Q2 2026, selling an estimated $88.3K and leaving 12,602 shares worth $2.63M. The position accounts for 0.95% of the portfolio, ranked #33.

Altman Advisors first reported a position in MS in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.91M in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Altman Advisors held 12,602 shares of Morgan Stanley worth $2.63M as of Q2 2026.
  • Altman Advisors sold 446 Morgan Stanley shares in Q2 2026, an estimated $88.3K.
  • Morgan Stanley made up 0.95% of Altman Advisors's portfolio in Q2 2026, its #33 holding.
  • Altman Advisors first reported a position in Morgan Stanley in Q2 2022 and has held it in 16 quarters since.
  • Altman Advisors's Morgan Stanley position peaked at $2.91M in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Altman Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.