Beck Capital Management’s Morgan Stanley MS Stock Holding History

Beck 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	$289K	Buy	+1,384	New	+$274K	0.05%	124
2018 Q3	–	Sell	-20,872	Closed	-$989K	–	113
2018 Q2	$989K	Buy	20,872 +14,911	+250%	+$779K	0.48%	49
2018 Q1	$322K	Buy	+5,961	New	+$330K	0.15%	91
2017 Q2	–	Sell	-66,310	Closed	-$2.84M	–	108
2017 Q1	$2.84M	Buy	+66,310	New	+$2.94M	1.5%	30
2014 Q1	–	Sell	-10,095	Closed	-$302K	–	150
2013 Q4	$302K	Buy	+10,095	New	+$300K	0.24%	108

Other funds holding MS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Beck Capital Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,384 shares worth $289K. The stake represents 0.05% of the portfolio and ranks #124 among its holdings. This is a return to the name: Beck Capital Management previously reported a position in MS as recently as Q2 2018.

Beck Capital Management first reported a position in MS in Q4 2013 and has held it in 5 quarters since. The position peaked at $2.84M in Q1 2017. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Beck Capital Management held 1,384 shares of Morgan Stanley worth $289K as of Q2 2026.
Morgan Stanley was a new Beck Capital Management position in Q2 2026.
Morgan Stanley made up 0.05% of Beck Capital Management's portfolio in Q2 2026, its #124 holding.
Beck Capital Management first reported a position in Morgan Stanley in Q4 2013 and has held it in 5 quarters since.
Beck Capital Management's Morgan Stanley position peaked at $2.84M in Q1 2017.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Beck Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.