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Boreal Capital Management’s Morgan Stanley MS Stock Holding History

Boreal 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 		$64.8K Hold
310
– – 0.05% 173
2026
Q1 		$51K Sell
310
-94
-23% -$16.3K 0.04% 187
2025
Q4 		$71.7K Hold
404
– – 0.05% 181
2025
Q3 		$64.2K Sell
404
-100
-20% -$14.8K 0.05% 195
2025
Q2 		$71K Buy
+504
New +$61.9K 0.06% 189

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

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

Boreal Capital Management held its Morgan Stanley (MS) position steady in Q2 2026 at 310 shares worth $64.8K. The position accounts for 0.05% of the portfolio, ranked #173.

Boreal Capital Management first reported a position in MS in Q2 2025 and has held it in 5 quarters since. The position peaked at $71.7K in Q4 2025. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Boreal Capital Management held 310 shares of Morgan Stanley worth $64.8K as of Q2 2026.
  • Boreal Capital Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.05% of Boreal Capital Management's portfolio in Q2 2026, its #173 holding.
  • Boreal Capital Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Morgan Stanley position peaked at $71.7K in Q4 2025.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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