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Barometer Capital Management’s Morgan Stanley MS Stock Holding History

Barometer 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 		$10.8M Buy
+51,720
New +$10.2M 3% 9
2026
Q1 		– Sell
-3,590
Closed -$1.09M – 164
2025
Q4 		$1.09M Sell
3,590
-49,857
-93% -$8.32M 0.26% 54
2025
Q3 		$8.44M Sell
53,447
-530
-1% -$78.3K 1.93% 19
2025
Q2 		$7.55M Buy
+53,977
New +$6.63M 2.09% 19
2022
Q1 		– Sell
-80,308
Closed -$7.83M – 144
2021
Q4 		$7.83M Sell
80,308
-94,240
-54% -$9.39M 1.32% 28
2021
Q3 		$16.9M Buy
174,548
+61,163
+54% +$6.06M 3.25% 7
2021
Q2 		$10.3M Sell
113,385
-14,055
-11% -$1.21M 1.97% 13
2021
Q1 		$9.86M Buy
127,440
+36,840
+41% +$2.82M 1.63% 23
2020
Q4 		$6.18M Buy
90,600
+81,400
+885% +$4.67M 1.16% 29
2020
Q3 		$442K Buy
+9,200
New +$463K 0.09% 115
2020
Q1 		– Sell
-204,887
Closed -$10.4M – 133
2019
Q4 		$10.4M Buy
+204,887
New +$9.7M 1.65% 22
2018
Q2 		– Sell
-483,392
Closed -$26.1M – 158
2018
Q1 		$26.1M Buy
483,392
+45,750
+10% +$2.53M 2.2% 12
2017
Q4 		$23M Buy
437,642
+77,942
+22% +$3.94M 2.07% 5
2017
Q3 		$17.3M Buy
359,700
+130,300
+57% +$6.04M 1.68% 18
2017
Q2 		$10.2M Sell
229,400
-39,600
-15% -$1.71M 1.04% 35
2017
Q1 		$11.5M Buy
269,000
+66,300
+33% +$2.94M 1% 36
2016
Q4 		$8.56M Buy
202,700
+49,300
+32% +$1.86M 0.96% 41
2016
Q3 		$4.92M Buy
+153,400
New +$4.58M 0.55% 49
2015
Q3 		– Sell
-773,750
Closed -$30M – 170
2015
Q2 		$30M Buy
+773,750
New +$29.4M 2.44% 14
2015
Q1 		– Sell
-1,085,850
Closed -$42.1M – 151
2014
Q4 		$42.1M Buy
1,085,850
+346,100
+47% +$12.3M 3.7% 7
2014
Q3 		$25.6M Buy
739,750
+717,950
+3,293% +$23.9M 2.05% 22
2014
Q2 		$705K Sell
21,800
-37,400
-63% -$1.15M 0.13% 72
2014
Q1 		$1.84M Buy
+59,200
New +$1.83M 0.4% 34

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

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

Barometer Capital Management opened a new position in Morgan Stanley (MS) in Q2 2026: 51,720 shares worth $10.8M. The stake represents 3% of the portfolio and ranks #9 among its holdings. This is a return to the name: Barometer Capital Management previously reported a position in MS as recently as Q4 2025.

Barometer Capital Management first reported a position in MS in Q1 2014 and has held it in 23 quarters since. The position peaked at $42.1M in Q4 2014. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Barometer Capital Management held 51,720 shares of Morgan Stanley worth $10.8M as of Q2 2026.
  • Morgan Stanley was a new Barometer Capital Management position in Q2 2026.
  • Morgan Stanley made up 3% of Barometer Capital Management's portfolio in Q2 2026, its #9 holding.
  • Barometer Capital Management first reported a position in Morgan Stanley in Q1 2014 and has held it in 23 quarters since.
  • Barometer Capital Management's Morgan Stanley position peaked at $42.1M in Q4 2014.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.