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Annis Gardner Whiting Capital Advisors’s Morgan Stanley MS Stock Holding History

Annis Gardner Whiting Capital 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 		$967K Buy
4,626
+146
+3% +$28.9K 0.15% 130
2026
Q1 		$737K Buy
4,480
+466
+12% +$80.7K 0.12% 143
2025
Q4 		$713K Buy
4,014
+254
+7% +$42.4K 0.14% 136
2025
Q3 		$598K Buy
3,760
+238
+7% +$35.1K 0.12% 143
2025
Q2 		$496K Buy
3,522
+300
+9% +$36.8K 0.17% 114
2025
Q1 		$376K Sell
3,222
-103
-3% -$13.3K 0.16% 126
2024
Q4 		$418K Buy
3,325
+201
+6% +$24.8K 0.12% 146
2024
Q3 		$326K Sell
3,124
-35
-1% -$3.52K 0.09% 173
2024
Q2 		$307K Buy
3,159
+337
+12% +$32.1K 0.09% 180
2024
Q1 		$266K Buy
2,822
+14
+0.5% +$1.23K 0.1% 161
2023
Q4 		$262K Sell
2,808
-1
-0% -$80 0.12% 131
2023
Q3 		$229K Buy
+2,809
New +$244K 0.12% 128

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

Annis Gardner Whiting Capital Advisors's MS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Morgan Stanley (MS) stake by 3.3% in Q2 2026, buying an estimated $28.9K and bringing the position to 4,626 shares worth $967K. The position accounts for 0.15% of the portfolio, ranked #130.

Annis Gardner Whiting Capital Advisors first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 4,626 shares of Morgan Stanley worth $967K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 146 Morgan Stanley shares in Q2 2026, an estimated $28.9K.
  • Morgan Stanley made up 0.15% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #130 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.