Charter Research & Investment Group’s Morgan Stanley MS Stock Holding History

Charter Research & Investment Group’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	$220K	Buy	+1,054	New	+$209K	0.13%	89

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

Charter Research & Investment Group's MS Position: Q2 2026 in Review

Charter Research & Investment Group opened a new position in Morgan Stanley (MS) in Q2 2026: 1,054 shares worth $220K. The stake represents 0.13% of the portfolio and ranks #89 among its holdings.

2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Charter Research & Investment Group held 1,054 shares of Morgan Stanley worth $220K as of Q2 2026.
Morgan Stanley was a new Charter Research & Investment Group position in Q2 2026.
Morgan Stanley made up 0.13% of Charter Research & Investment Group's portfolio in Q2 2026, its #89 holding.
2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Charter Research & Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.