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Covestor’s Morgan Stanley MS Stock Holding History

Covestor’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 		$90K Sell
430
-125
-23% -$24.8K 0.05% 416
2026
Q1 		$91K Sell
555
-513
-48% -$88.8K 0.06% 338
2025
Q4 		$190K Buy
1,068
+241
+29% +$40.2K 0.1% 241
2025
Q3 		$132K Sell
827
-260
-24% -$38.4K 0.07% 408
2025
Q2 		$153K Buy
1,087
+182
+20% +$22.4K 0.09% 310
2025
Q1 		$106K Sell
905
-204
-18% -$26.3K 0.07% 452
2024
Q4 		$139K Buy
1,109
+392
+55% +$48.3K 0.09% 324
2024
Q3 		$74K Sell
717
-181
-20% -$18.2K 0.05% 693
2024
Q2 		$87K Sell
898
-511
-36% -$48.6K 0.06% 584
2024
Q1 		$133K Buy
1,409
+739
+110% +$65.1K 0.08% 342
2023
Q4 		$63K Sell
670
-88
-12% -$7.04K 0.04% 751
2023
Q3 		$62K Buy
758
+93
+14% +$8.07K 0.05% 667
2023
Q2 		$57K Sell
665
-80
-11% -$6.84K 0.04% 731
2023
Q1 		$65K Sell
745
-265
-26% -$24.7K 0.06% 609
2022
Q4 		$86K Sell
1,010
-431
-30% -$36.7K 0.07% 472
2022
Q3 		$114K Sell
1,441
-416
-22% -$35.1K 0.1% 292
2022
Q2 		$141K Buy
1,857
+1,231
+197% +$101K 0.11% 227
2022
Q1 		$55K Buy
626
+251
+67% +$24.2K 0.04% 775
2021
Q4 		$37K Buy
+375
New +$37.4K 0.05% 693

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

Covestor's MS Position: Q2 2026 in Review

Covestor reduced its Morgan Stanley (MS) stake by 23% in Q2 2026, selling an estimated $24.8K and leaving 430 shares worth $90K. The position accounts for 0.05% of the portfolio, ranked #416.

Covestor first reported a position in MS in Q4 2021 and has held it in 19 quarters since. The position peaked at $190K in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Covestor held 430 shares of Morgan Stanley worth $90K as of Q2 2026.
  • Covestor sold 125 Morgan Stanley shares in Q2 2026, an estimated $24.8K.
  • Morgan Stanley made up 0.05% of Covestor's portfolio in Q2 2026, its #416 holding.
  • Covestor first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Morgan Stanley position peaked at $190K in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.