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AM Investment Strategies’s Morgan Stanley MS Stock Holding History

AM Investment Strategies’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 		$4.71M Buy
22,533
+101
+0.5% +$20K 0.9% 22
2026
Q1 		$3.69M Buy
22,432
+295
+1% +$51.1K 0.81% 25
2025
Q4 		$3.96M Sell
22,137
-63
-0.3% -$10.5K 0.82% 21
2025
Q3 		$3.53M Buy
22,200
+131
+0.6% +$19.3K 0.77% 23
2025
Q2 		$3.11M Buy
22,069
+137
+0.6% +$16.8K 0.73% 24
2025
Q1 		$2.56M Buy
21,932
+1,114
+5% +$144K 0.62% 29
2024
Q4 		$2.62M Buy
20,818
+126
+0.6% +$15.5K 0.64% 28
2024
Q3 		$2.16M Buy
20,692
+166
+0.8% +$16.7K 0.52% 31
2024
Q2 		$2M Buy
20,526
+152
+0.7% +$14.5K 0.49% 31
2024
Q1 		$1.92M Buy
20,374
+177
+0.9% +$15.6K 0.49% 34
2023
Q4 		$1.88M Buy
20,197
+3,547
+21% +$284K 0.53% 30
2023
Q3 		$1.36M Buy
16,650
+134
+0.8% +$11.6K 0.44% 39
2023
Q2 		$1.41M Buy
16,516
+212
+1% +$18.1K 0.44% 36
2023
Q1 		$1.43M Buy
16,304
+107
+0.7% +$9.99K 0.49% 36
2022
Q4 		$1.38M Buy
16,197
+116
+0.7% +$9.89K 0.49% 36
2022
Q3 		$1.27M Buy
16,081
+115
+0.7% +$9.69K 0.47% 36
2022
Q2 		$1.21M Buy
15,966
+789
+5% +$64.6K 0.42% 37
2022
Q1 		$1.33M Buy
15,177
+452
+3% +$43.6K 0.35% 39
2021
Q4 		$1.45M Buy
14,725
+89
+0.6% +$8.87K 0.35% 42
2021
Q3 		$1.42M Buy
14,636
+84
+0.6% +$8.32K 0.37% 40
2021
Q2 		$1.33M Buy
14,552
+51
+0.4% +$4.37K 0.34% 41
2021
Q1 		$1.13M Buy
14,501
+57
+0.4% +$4.37K 0.31% 40
2020
Q4 		$990K Buy
14,444
+1,783
+14% +$102K 0.3% 41
2020
Q3 		$612K Buy
+12,661
New +$638K 0.22% 54

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 $3.37T AUM 44.26% 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

AM Investment Strategies's MS Position: Q2 2026 in Review

AM Investment Strategies increased its Morgan Stanley (MS) stake by 0.45% in Q2 2026, buying an estimated $20K and bringing the position to 22,533 shares worth $4.71M. The position accounts for 0.9% of the portfolio, ranked #22.

AM Investment Strategies first reported a position in MS in Q3 2020 and has held it in 24 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • AM Investment Strategies held 22,533 shares of Morgan Stanley worth $4.71M as of Q2 2026.
  • AM Investment Strategies bought 101 Morgan Stanley shares in Q2 2026, an estimated $20K.
  • Morgan Stanley made up 0.9% of AM Investment Strategies's portfolio in Q2 2026, its #22 holding.
  • AM Investment Strategies first reported a position in Morgan Stanley in Q3 2020 and has held it in 24 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.