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Avail Investment Partners’s Morgan Stanley MS Stock Holding History

Avail Investment 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 		$326K Buy
1,561
+242
+18% +$47.9K 0.25% 114
2026
Q1 		$217K Buy
+1,319
New +$228K 0.23% 114

Other funds holding MS

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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

Avail Investment Partners's MS Position: Q2 2026 in Review

Avail Investment Partners increased its Morgan Stanley (MS) stake by 18% in Q2 2026, buying an estimated $47.9K and bringing the position to 1,561 shares worth $326K. The position accounts for 0.25% of the portfolio, ranked #114.

Avail Investment Partners first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,718 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Avail Investment Partners held 1,561 shares of Morgan Stanley worth $326K as of Q2 2026.
  • Avail Investment Partners bought 242 Morgan Stanley shares in Q2 2026, an estimated $47.9K.
  • Morgan Stanley made up 0.25% of Avail Investment Partners's portfolio in Q2 2026, its #114 holding.
  • Avail Investment Partners first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 2,718 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Avail Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.