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CenterBook Partners’s Morgan Stanley MS Stock Holding History

CenterBook Partners’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 		$1.7M Buy
8,123
+5,977
+279% +$1.18M 0.08% 264
2026
Q1 		$353K Sell
2,146
-6,299
-75% -$1.09M 0.02% 530
2025
Q4 		$1.5M Buy
8,445
+88
+1% +$14.7K 0.07% 307
2025
Q3 		$1.33M Buy
+8,357
New +$1.23M 0.07% 331
2025
Q2 		– Sell
-10,872
Closed -$1.27M – 566
2025
Q1 		$1.27M Buy
+10,872
New +$1.4M 0.08% 277

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

CenterBook Partners's MS Position: Q2 2026 in Review

CenterBook Partners increased its Morgan Stanley (MS) stake by 279% in Q2 2026, buying an estimated $1.18M and bringing the position to 8,123 shares worth $1.7M. The position accounts for 0.08% of the portfolio, ranked #264.

CenterBook Partners first reported a position in MS in Q1 2025 and has held it in 5 quarters since. 2,738 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • CenterBook Partners held 8,123 shares of Morgan Stanley worth $1.7M as of Q2 2026.
  • CenterBook Partners bought 5,977 Morgan Stanley shares in Q2 2026, an estimated $1.18M.
  • Morgan Stanley made up 0.08% of CenterBook Partners's portfolio in Q2 2026, its #264 holding.
  • CenterBook Partners first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • 2,738 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CenterBook Partners's 13F filing for Q2 2026, filed 11 Aug 2026.