Cannell & Spears’s Morgan Stanley MS Stock Holding History

Cannell & Spears’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	$290K	Sell	1,388 -66	-5%	-$13.1K	0.01%	373
2026 Q1	$239K	Buy	+1,454	New	+$252K	﹤0.01%	379

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

Cannell & Spears's MS Position: Q2 2026 in Review

Cannell & Spears reduced its Morgan Stanley (MS) stake by 4.5% in Q2 2026, selling an estimated $13.1K and leaving 1,388 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #373.

Cannell & Spears first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Cannell & Spears held 1,388 shares of Morgan Stanley worth $290K as of Q2 2026.
Cannell & Spears sold 66 Morgan Stanley shares in Q2 2026, an estimated $13.1K.
Morgan Stanley made up 0.01% of Cannell & Spears's portfolio in Q2 2026, its #373 holding.
Cannell & Spears first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cannell & Spears's 13F filing for Q2 2026, filed 11 Aug 2026.