Axiom Investment Management’s Morgan Stanley MS Stock Holding History

Axiom Investment 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	$336K	Buy	1,608 +208	+15%	+$41.2K	0.22%	81
2026 Q1	$230K	Buy	+1,400	New	+$242K	0.18%	96
2020 Q2	–	Sell	-7,000	Closed	-$238K	–	137
2020 Q1	$238K	Buy	+7,000	New	+$330K	0.42%	67
2019 Q3	–	Sell	-17,206	Closed	-$752K	–	352
2019 Q2	$752K	Sell	17,206 -55	-0.3%	-$2.45K	0.14%	167
2019 Q1	$725K	Sell	17,261 -19,220	-53%	-$809K	0.14%	164
2018 Q4	$1.45M	Buy	+36,481	New	+$1.59M	0.3%	79

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

Axiom Investment Management's MS Position: Q2 2026 in Review

Axiom Investment Management increased its Morgan Stanley (MS) stake by 15% in Q2 2026, buying an estimated $41.2K and bringing the position to 1,608 shares worth $336K. The position accounts for 0.22% of the portfolio, ranked #81.

Axiom Investment Management first reported a position in MS in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.45M in Q4 2018. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Axiom Investment Management held 1,608 shares of Morgan Stanley worth $336K as of Q2 2026.
Axiom Investment Management bought 208 Morgan Stanley shares in Q2 2026, an estimated $41.2K.
Morgan Stanley made up 0.22% of Axiom Investment Management's portfolio in Q2 2026, its #81 holding.
Axiom Investment Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 6 quarters since.
Axiom Investment Management's Morgan Stanley position peaked at $1.45M in Q4 2018.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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