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Americana Partners’s Morgan Stanley MS Stock Holding History

Americana Partners’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 		$1.84M Sell
8,802
-19,871
-69% -$3.93M 0.04% 246
2026
Q1 		$4.72M Buy
28,673
+431
+2% +$74.6K 0.12% 131
2025
Q4 		$5.01M Sell
28,242
-810
-3% -$135K 0.14% 130
2025
Q3 		$4.62M Sell
29,052
-3,271
-10% -$483K 0.14% 134
2025
Q2 		$4.55M Buy
32,323
+3,681
+13% +$452K 0.16% 130
2025
Q1 		$3.34M Buy
28,642
+1,196
+4% +$154K 0.13% 135
2024
Q4 		$3.45M Buy
27,446
+357
+1% +$44K 0.14% 142
2024
Q3 		$2.82M Sell
27,089
-718
-3% -$72.3K 0.19% 118
2024
Q2 		$2.7M Buy
27,807
+1,772
+7% +$169K 0.21% 112
2024
Q1 		$2.45M Buy
26,035
+13,755
+112% +$1.21M 0.2% 118
2023
Q4 		$529K Buy
12,280
+4,873
+66% +$390K 0.05% 201
2023
Q3 		$605K Buy
7,407
+2,473
+50% +$215K 0.07% 188
2023
Q2 		$421K Sell
4,934
-1,003
-17% -$85.8K 0.05% 209
2023
Q1 		$521K Sell
5,937
-274
-4% -$25.6K 0.08% 177
2022
Q4 		$528K Buy
6,211
+1,749
+39% +$149K 0.09% 152
2022
Q3 		$352K Buy
4,462
+234
+6% +$19.7K 0.06% 177
2022
Q2 		$321K Sell
4,228
-1,805
-30% -$148K 0.06% 184
2022
Q1 		$525K Buy
6,033
+3,485
+137% +$336K 0.16% 125
2021
Q4 		$250K Sell
2,548
-599
-19% -$59.7K 0.05% 223
2021
Q3 		$306K Buy
+3,147
New +$312K 0.07% 183
2020
Q1 		– Sell
-1,031
Closed -$52K – 357
2019
Q4 		$52K Buy
+1,031
New +$48.8K 0.03% 216

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

Americana Partners's MS Position: Q2 2026 in Review

Americana Partners reduced its Morgan Stanley (MS) stake by 69% in Q2 2026, selling an estimated $3.93M and leaving 8,802 shares worth $1.84M. The position accounts for 0.04% of the portfolio, ranked #246.

Americana Partners first reported a position in MS in Q4 2019 and has held it in 21 quarters since. The position peaked at $5.01M in Q4 2025. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Americana Partners held 8,802 shares of Morgan Stanley worth $1.84M as of Q2 2026.
  • Americana Partners sold 19,871 Morgan Stanley shares in Q2 2026, an estimated $3.93M.
  • Morgan Stanley made up 0.04% of Americana Partners's portfolio in Q2 2026, its #246 holding.
  • Americana Partners first reported a position in Morgan Stanley in Q4 2019 and has held it in 21 quarters since.
  • Americana Partners's Morgan Stanley position peaked at $5.01M in Q4 2025.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.