Davidson Capital Management’s Morgan Stanley MS Stock Holding History

Davidson 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 Q2	$1.55M	Buy	7,410 +151	+2%	+$29.9K	0.25%	68
2026 Q1	$1.19M	Buy	7,259 +7,242	+42,600%	+$1.25M	0.22%	74
2025 Q4	$3.02K	Buy	+17	New	+$2.84K	﹤0.01%	107
2023 Q1	–	Sell	-20	Closed	-$1.7K	–	123
2022 Q4	$1.7K	Buy	+20	New	+$1.71K	﹤0.01%	123

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Davidson Capital Management's MS Position: Q2 2026 in Review

Davidson Capital Management increased its Morgan Stanley (MS) stake by 2.1% in Q2 2026, buying an estimated $29.9K and bringing the position to 7,410 shares worth $1.55M. The position accounts for 0.25% of the portfolio, ranked #68.

Davidson Capital Management first reported a position in MS in Q4 2022 and has held it in 4 quarters since. 1,169 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Davidson Capital Management held 7,410 shares of Morgan Stanley worth $1.55M as of Q2 2026.
Davidson Capital Management bought 151 Morgan Stanley shares in Q2 2026, an estimated $29.9K.
Morgan Stanley made up 0.25% of Davidson Capital Management's portfolio in Q2 2026, its #68 holding.
Davidson Capital Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 4 quarters since.
1,169 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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