CFM
MS icon

Catalyst Funds Management’s Morgan Stanley MS Stock Holding History

Catalyst Funds 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 		$2.48M Buy
11,850
+8,094
+215% +$1.6M 0.14% 159
2026
Q1 		$618K Buy
3,756
+1,456
+63% +$252K 0.1% 215
2025
Q4 		$408K Sell
2,300
-13,100
-85% -$2.19M 0.09% 196
2025
Q3 		$2.45M Buy
+15,400
New +$2.27M 0.37% 59
2025
Q1 		– Sell
-5,000
Closed -$629K – 543
2024
Q4 		$629K Buy
5,000
+3,600
+257% +$443K 0.15% 130
2024
Q3 		$146K Sell
1,400
-1,800
-56% -$181K 0.03% 377
2024
Q2 		$311K Sell
3,200
-10,300
-76% -$980K 0.08% 157
2024
Q1 		$1.27M Buy
+13,500
New +$1.19M 0.35% 72

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

Catalyst Funds Management's MS Position: Q2 2026 in Review

Catalyst Funds Management increased its Morgan Stanley (MS) stake by 215% in Q2 2026, buying an estimated $1.6M and bringing the position to 11,850 shares worth $2.48M. The position accounts for 0.14% of the portfolio, ranked #159.

Catalyst Funds Management first reported a position in MS in Q1 2024 and has held it in 8 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Catalyst Funds Management held 11,850 shares of Morgan Stanley worth $2.48M as of Q2 2026.
  • Catalyst Funds Management bought 8,094 Morgan Stanley shares in Q2 2026, an estimated $1.6M.
  • Morgan Stanley made up 0.14% of Catalyst Funds Management's portfolio in Q2 2026, its #159 holding.
  • Catalyst Funds Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 8 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.