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Callan Family Office’s Morgan Stanley MS Stock Holding History

Callan Family Office’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 		$7.94M Buy
38,006
+1,334
+4% +$264K 0.16% 132
2026
Q1 		$6.04M Sell
36,672
-2,498
-6% -$432K 0.14% 163
2025
Q4 		$6.95M Buy
39,170
+13,439
+52% +$2.24M 0.15% 136
2025
Q3 		$4.09M Sell
25,731
-2,868
-10% -$423K 0.13% 168
2025
Q2 		$4.03M Buy
28,599
+15,827
+124% +$1.94M 0.13% 178
2025
Q1 		$1.49M Sell
12,772
-12,648
-50% -$1.63M 0.11% 163
2024
Q4 		$3.2M Buy
+25,420
New +$3.13M 0.2% 98

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

Callan Family Office's MS Position: Q2 2026 in Review

Callan Family Office increased its Morgan Stanley (MS) stake by 3.6% in Q2 2026, buying an estimated $264K and bringing the position to 38,006 shares worth $7.94M. The position accounts for 0.16% of the portfolio, ranked #132.

Callan Family Office first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Callan Family Office held 38,006 shares of Morgan Stanley worth $7.94M as of Q2 2026.
  • Callan Family Office bought 1,334 Morgan Stanley shares in Q2 2026, an estimated $264K.
  • Morgan Stanley made up 0.16% of Callan Family Office's portfolio in Q2 2026, its #132 holding.
  • Callan Family Office first reported a position in Morgan Stanley in Q4 2024 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 Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.