Aster Capital Management’s Morgan Stanley MS Stock Holding History

Aster 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	$1.08M	Buy	+5,169	New	+$1.02M	0.23%	132
2026 Q1	–	Sell	-5,624	Closed	-$998K	–	1156
2025 Q4	$998K	Buy	5,624 +3,353	+148%	+$559K	0.44%	41
2025 Q3	$361K	Sell	2,271 -13,618	-86%	-$2.01M	0.18%	151
2025 Q2	$2.24M	Sell	15,889 -12,204	-43%	-$1.5M	0.51%	46
2025 Q1	$3.74M	Buy	28,093 +28,043	+56,086%	+$3.61M	0.69%	15
2024 Q4	$6.29K	Buy	+50	New	+$6.16K	﹤0.01%	833

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Aster Capital Management opened a new position in Morgan Stanley (MS) in Q2 2026: 5,169 shares worth $1.08M. The stake represents 0.23% of the portfolio and ranks #132 among its holdings. This is a return to the name: Aster Capital Management previously reported a position in MS as recently as Q4 2025.

Aster Capital Management first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.74M in Q1 2025. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Aster Capital Management held 5,169 shares of Morgan Stanley worth $1.08M as of Q2 2026.
Morgan Stanley was a new Aster Capital Management position in Q2 2026.
Morgan Stanley made up 0.23% of Aster Capital Management's portfolio in Q2 2026, its #132 holding.
Aster Capital Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
Aster Capital Management's Morgan Stanley position peaked at $3.74M in Q1 2025.
2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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