Charter Capital Management
MS icon

Charter Capital Management’s Morgan Stanley MS Stock Holding History

Charter Capital 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
Q3 		$538K Hold
2,860
– – 0.24% 39
2026
Q2 		$598K Buy
2,860
+125
+5% +$24.8K 0.26% 34
2026
Q1 		$450K Hold
2,735
– – 0.23% 41
2025
Q4 		$486K Hold
2,735
– – 0.25% 39
2025
Q3 		$435K Hold
2,735
– – 0.23% 43
2025
Q2 		$385K Buy
+2,735
New +$336K 0.23% 43

Other funds holding MS

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Charter Capital Management's MS Position: Q3 2026 in Review

Charter Capital Management held its Morgan Stanley (MS) position steady in Q3 2026 at 2,860 shares worth $538K. The position accounts for 0.24% of the portfolio, ranked #39.

Charter Capital Management first reported a position in MS in Q2 2025 and has held it in 6 quarters since. The position peaked at $598K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Charter Capital Management held 2,860 shares of Morgan Stanley worth $538K as of Q3 2026.
  • Charter Capital Management left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.24% of Charter Capital Management's portfolio in Q3 2026, its #39 holding.
  • Charter Capital Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 6 quarters since.
  • Charter Capital Management's Morgan Stanley position peaked at $598K in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Charter Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.