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AXS Investments’s Morgan Stanley MS Stock Holding History

AXS Investments’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 		$185K Sell
883
-155
-15% -$30.7K 0.05% 120
2026
Q1 		$171K Sell
1,038
-63
-6% -$10.9K 0.07% 122
2025
Q4 		$195K Sell
1,101
-99
-8% -$16.5K 0.07% 132
2025
Q3 		$191K Buy
+1,200
New +$177K 0.06% 132
2024
Q2 		– Sell
-2,211
Closed -$208K – 277
2024
Q1 		$208K Buy
2,211
+143
+7% +$12.6K 0.05% 284
2023
Q4 		$193K Sell
2,068
-236
-10% -$18.9K 0.05% 289
2023
Q3 		$188K Sell
2,304
-1,376
-37% -$119K 0.05% 266
2023
Q2 		$314K Buy
3,680
+234
+7% +$20K 0.08% 237
2023
Q1 		$303K Sell
3,446
-422
-11% -$39.4K 0.1% 197
2022
Q4 		$329K Sell
3,868
-1,170
-23% -$99.7K 0.12% 183
2022
Q3 		$398K Sell
5,038
-902
-15% -$76K 0.15% 174
2022
Q2 		$452K Buy
5,940
+1,522
+34% +$125K 0.16% 177
2022
Q1 		$386K Buy
4,418
+945
+27% +$91.2K 0.15% 102
2021
Q4 		$341K Sell
3,473
-20,065
-85% -$2M 0.08% 131
2021
Q3 		$2.29M Buy
+23,538
New +$2.33M 0.86% 22

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

AXS Investments's MS Position: Q2 2026 in Review

AXS Investments reduced its Morgan Stanley (MS) stake by 15% in Q2 2026, selling an estimated $30.7K and leaving 883 shares worth $185K. The position accounts for 0.05% of the portfolio, ranked #120.

AXS Investments first reported a position in MS in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.29M in Q3 2021. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • AXS Investments held 883 shares of Morgan Stanley worth $185K as of Q2 2026.
  • AXS Investments sold 155 Morgan Stanley shares in Q2 2026, an estimated $30.7K.
  • Morgan Stanley made up 0.05% of AXS Investments's portfolio in Q2 2026, its #120 holding.
  • AXS Investments first reported a position in Morgan Stanley in Q3 2021 and has held it in 15 quarters since.
  • AXS Investments's Morgan Stanley position peaked at $2.29M in Q3 2021.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on AXS Investments's 13F filing for Q2 2026, filed 10 Aug 2026.