Autumn Glory Partners’s Morgan Stanley MS Stock Holding History

Autumn Glory 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	$1.41M	Buy	6,761 +5	+0.1%	+$990	0.4%	64
2026 Q1	$1.11M	Buy	6,756 +975	+17%	+$169K	0.41%	61
2025 Q4	$1.03M	Buy	5,781 +1,246	+27%	+$208K	0.36%	77
2025 Q3	$721K	Hold	4,535	–	–	0.3%	91
2025 Q2	$639K	Hold	4,535	–	–	0.3%	90
2025 Q1	$529K	Sell	4,535 -3,842	-46%	-$495K	0.26%	104
2024 Q4	$1.05M	Sell	8,377 -4,535	-35%	-$559K	0.52%	59
2024 Q3	$1.35M	Buy	12,912 +8,377	+185%	+$844K	0.52%	59
2024 Q2	$441K	Hold	4,535	–	–	0.23%	96
2024 Q1	$427K	Hold	4,535	–	–	0.21%	97
2023 Q4	$390K	Buy	4,535 +530	+13%	+$42.4K	0.22%	100
2023 Q3	$327K	Buy	+4,005	New	+$348K	0.2%	108
2022 Q1	–	Sell	-6,114	Closed	-$600K	–	194
2021 Q4	$600K	Buy	+6,114	New	+$609K	0.25%	98

Other funds holding MS

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Autumn Glory Partners's MS Position: Q2 2026 in Review

Autumn Glory Partners increased its Morgan Stanley (MS) stake by 0.07% in Q2 2026, buying an estimated $990 and bringing the position to 6,761 shares worth $1.41M. The position accounts for 0.4% of the portfolio, ranked #64.

Autumn Glory Partners first reported a position in MS in Q4 2021 and has held it in 13 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Autumn Glory Partners held 6,761 shares of Morgan Stanley worth $1.41M as of Q2 2026.
Autumn Glory Partners bought 5 Morgan Stanley shares in Q2 2026, an estimated $990.
Morgan Stanley made up 0.4% of Autumn Glory Partners's portfolio in Q2 2026, its #64 holding.
Autumn Glory Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 13 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.