Campbell & Co Investment Adviser’s Morgan Stanley MS Stock Holding History

Campbell & Co Investment Adviser’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	-15,214	Closed	-$2.5M	–	1236
2026 Q1	$2.5M	Sell	15,214 -5,594	-27%	-$968K	0.14%	217
2025 Q4	$3.69M	Buy	20,808 +10,900	+110%	+$1.82M	0.18%	166
2025 Q3	$1.57M	Buy	+9,908	New	+$1.46M	0.12%	259
2025 Q2	–	Sell	-5,105	Closed	-$596K	–	1339
2025 Q1	$596K	Sell	5,105 -657	-11%	-$84.7K	0.05%	609
2024 Q4	$724K	Buy	+5,762	New	+$710K	0.06%	520
2018 Q4	–	Sell	-17,100	Closed	-$796K	–	444
2018 Q3	$796K	Buy	+17,100	New	+$835K	0.54%	20
2017 Q1	–	Sell	-5,146	Closed	-$217K	–	191
2016 Q4	$217K	Buy	+5,146	New	+$195K	0.67%	79
2014 Q1	–	Sell	-84,523	Closed	-$2.65M	–	265
2013 Q4	$2.65M	Sell	84,523 -12,353	-13%	-$367K	0.6%	64
2013 Q3	$2.61M	Buy	+96,876	New	+$2.6M	0.51%	70

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

Campbell & Co Investment Adviser's MS Position: Q2 2026 in Review

Campbell & Co Investment Adviser sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 15,214 shares — an estimated $2.5M sold.

Campbell & Co Investment Adviser first reported a position in MS in Q3 2013 and held it in 9 quarters. The position peaked at $3.69M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Campbell & Co Investment Adviser reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
Campbell & Co Investment Adviser sold 15,214 Morgan Stanley shares in Q2 2026, an estimated $2.5M.
Campbell & Co Investment Adviser first reported a position in Morgan Stanley in Q3 2013 and held it in 9 quarters.
Campbell & Co Investment Adviser's Morgan Stanley position peaked at $3.69M in Q4 2025.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.