Chelsea Counsel Company’s Morgan Stanley MS Stock Holding History

Chelsea Counsel Company’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	$2.09K	Hold	10	–	–	﹤0.01%	200
2026 Q1	$1.65K	Hold	10	–	–	﹤0.01%	206
2025 Q4	$1.78K	Hold	10	–	–	﹤0.01%	207
2025 Q3	$1.59K	Buy	+10	New	+$1.48K	﹤0.01%	206
2023 Q1	–	Sell	-300	Closed	-$25.5K	–	160
2022 Q4	$25.5K	Buy	+300	New	+$25.6K	0.01%	136
2022 Q3	–	Sell	-4,776	Closed	-$363K	–	95
2022 Q2	$363K	Hold	4,776	–	–	0.19%	80
2022 Q1	$417K	Hold	4,776	–	–	0.18%	76
2021 Q4	$469K	Hold	4,776	–	–	0.2%	72
2021 Q3	$465K	Hold	4,776	–	–	0.21%	68
2021 Q2	$438K	Hold	4,776	–	–	0.2%	67
2021 Q1	$371K	Hold	4,776	–	–	0.18%	69
2020 Q4	$327K	Buy	+4,776	New	+$274K	0.17%	71

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

Chelsea Counsel Company's MS Position: Q2 2026 in Review

Chelsea Counsel Company held its Morgan Stanley (MS) position steady in Q2 2026 at 10 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Chelsea Counsel Company first reported a position in MS in Q4 2020 and has held it in 12 quarters since. The position peaked at $469K in Q4 2021. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Chelsea Counsel Company held 10 shares of Morgan Stanley worth $2.09K as of Q2 2026.
Chelsea Counsel Company left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up ﹤0.01% of Chelsea Counsel Company's portfolio in Q2 2026, its #200 holding.
Chelsea Counsel Company first reported a position in Morgan Stanley in Q4 2020 and has held it in 12 quarters since.
Chelsea Counsel Company's Morgan Stanley position peaked at $469K in Q4 2021.
2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Chelsea Counsel Company's 13F filing for Q2 2026, filed 12 Aug 2026.