CJ
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Caitlin John’s Morgan Stanley MS Stock Holding History

Caitlin John’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 		$57.9K Buy
277
+233
+530% +$46.1K 0.03% 341
2026
Q1 		$7.24K Buy
44
+1
+2% +$173 ﹤0.01% 570
2025
Q4 		$7.63K Hold
43
– – 0.01% 577
2025
Q3 		$6.83K Buy
+43
New +$6.35K ﹤0.01% 550
2024
Q3 		– Sell
-10
Closed -$972 – 913
2024
Q2 		$972 Buy
10
+7
+233% +$666 ﹤0.01% 728
2024
Q1 		$291 Sell
3
-1
-25% -$88 ﹤0.01% 829
2023
Q4 		$379 Buy
+4
New +$320 ﹤0.01% 819

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 $3.38T AUM 44.17% 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

Caitlin John's MS Position: Q2 2026 in Review

Caitlin John increased its Morgan Stanley (MS) stake by 530% in Q2 2026, buying an estimated $46.1K and bringing the position to 277 shares worth $57.9K. The position accounts for 0.03% of the portfolio, ranked #341.

Caitlin John first reported a position in MS in Q4 2023 and has held it in 7 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Caitlin John held 277 shares of Morgan Stanley worth $57.9K as of Q2 2026.
  • Caitlin John bought 233 Morgan Stanley shares in Q2 2026, an estimated $46.1K.
  • Morgan Stanley made up 0.03% of Caitlin John's portfolio in Q2 2026, its #341 holding.
  • Caitlin John first reported a position in Morgan Stanley in Q4 2023 and has held it in 7 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.