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Aquatic Capital Management’s Morgan Stanley MS Stock Holding History

Aquatic Capital Management’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 		– Sell
-58,592
Closed -$9.64M – 1552
2026
Q1 		$9.64M Buy
58,592
+26,325
+82% +$4.56M 0.28% 90
2025
Q4 		$5.73M Buy
+32,267
New +$5.38M 0.16% 154
2024
Q4 		– Sell
-137,400
Closed -$14.3M – 1514
2024
Q3 		$14.3M Buy
+137,400
New +$13.8M 0.37% 73
2022
Q2 		– Sell
-300
Closed -$26K – 1436
2022
Q1 		$26K Buy
300
+200
+200% +$19.3K 0.04% 428
2021
Q4 		$10K Buy
+100
New +$9.96K 0.02% 798

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

Aquatic Capital Management's MS Position: Q2 2026 in Review

Aquatic Capital Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 58,592 shares — an estimated $9.64M sold.

Aquatic Capital Management first reported a position in MS in Q4 2021 and held it in 5 quarters. The position peaked at $14.3M in Q3 2024. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Aquatic Capital Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 58,592 Morgan Stanley shares in Q2 2026, an estimated $9.64M.
  • Aquatic Capital Management first reported a position in Morgan Stanley in Q4 2021 and held it in 5 quarters.
  • Aquatic Capital Management's Morgan Stanley position peaked at $14.3M in Q3 2024.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.