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Ashford Capital Management’s Morgan Stanley MS Stock Holding History

Ashford 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 		$2.47M Buy
11,820
+7,250
+159% +$1.44M 0.26% 67
2026
Q1 		$752K Buy
4,570
+1,780
+64% +$308K 0.09% 79
2025
Q4 		$495K Buy
2,790
+120
+4% +$20K 0.06% 89
2025
Q3 		$424K Hold
2,670
– – 0.05% 90
2025
Q2 		$376K Sell
2,670
-1,540
-37% -$189K 0.04% 89
2025
Q1 		$491K Buy
+4,210
New +$542K 0.06% 84

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

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

Ashford Capital Management increased its Morgan Stanley (MS) stake by 159% in Q2 2026, buying an estimated $1.44M and bringing the position to 11,820 shares worth $2.47M. The position accounts for 0.26% of the portfolio, ranked #67.

Ashford Capital Management first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ashford Capital Management held 11,820 shares of Morgan Stanley worth $2.47M as of Q2 2026.
  • Ashford Capital Management bought 7,250 Morgan Stanley shares in Q2 2026, an estimated $1.44M.
  • Morgan Stanley made up 0.26% of Ashford Capital Management's portfolio in Q2 2026, its #67 holding.
  • Ashford Capital Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ashford Capital Management's 13F filing for Q2 2026, filed 21 Aug 2026.