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Caldwell Investment Management’s Morgan Stanley MS Stock Holding History

Caldwell Investment 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 		– Sell
-250,000
Closed -$39.6M – 53
2026
Q1 		$39.6M Buy
+250,000
New +$43.3M 15.54% 1

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

Caldwell Investment Management's MS Position: Q2 2026 in Review

Caldwell Investment Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 250,000 shares — an estimated $39.6M sold.

Caldwell Investment Management first reported a position in MS in Q1 2026 and held it in 1 quarter. The position peaked at $39.6M in Q1 2026. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Caldwell Investment Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 250,000 Morgan Stanley shares in Q2 2026, an estimated $39.6M.
  • Caldwell Investment Management first reported a position in Morgan Stanley in Q1 2026 and held it in 1 quarter.
  • Caldwell Investment Management's Morgan Stanley position peaked at $39.6M in Q1 2026.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.