Burk Holdings’s Morgan Stanley MS Stock Holding History

Burk Holdings’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	$16.5K	Hold	79	–	–	0.01%	220
2026 Q1	$13K	Buy	+79	New	+$13.7K	0.01%	240

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

Burk Holdings's MS Position: Q2 2026 in Review

Burk Holdings held its Morgan Stanley (MS) position steady in Q2 2026 at 79 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #220.

Burk Holdings first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Burk Holdings held 79 shares of Morgan Stanley worth $16.5K as of Q2 2026.
Burk Holdings left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.01% of Burk Holdings's portfolio in Q2 2026, its #220 holding.
Burk Holdings first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.