CC
MS icon

Chicago Capital’s Morgan Stanley MS Stock Holding History

Chicago Capital’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 		$429K Hold
2,052
– – 0.01% 287
2026
Q1 		$338K Buy
2,052
+145
+8% +$25.1K 0.01% 294
2025
Q4 		$339K Buy
1,907
+32
+2% +$5.34K 0.01% 296
2025
Q3 		$298K Hold
1,875
– – 0.01% 302
2025
Q2 		$264K Hold
1,875
– – 0.01% 313
2025
Q1 		$219K Sell
1,875
-442
-19% -$57K 0.01% 326
2024
Q4 		$291K Buy
+2,317
New +$285K 0.01% 277
2022
Q1 		– Sell
-2,262
Closed -$222K – 263
2021
Q4 		$222K Hold
2,262
– – 0.01% 237
2021
Q3 		$220K Buy
+2,262
New +$224K 0.01% 233

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

Chicago Capital's MS Position: Q2 2026 in Review

Chicago Capital held its Morgan Stanley (MS) position steady in Q2 2026 at 2,052 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #287.

Chicago Capital first reported a position in MS in Q3 2021 and has held it in 9 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Chicago Capital held 2,052 shares of Morgan Stanley worth $429K as of Q2 2026.
  • Chicago Capital left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.01% of Chicago Capital's portfolio in Q2 2026, its #287 holding.
  • Chicago Capital first reported a position in Morgan Stanley in Q3 2021 and has held it in 9 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.