DIP
MS icon

Davis Investment Partners’s Morgan Stanley MS Stock Holding History

Davis Investment Partners’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 		$297K Buy
1,423
+115
+9% +$22.8K 0.09% 143
2026
Q1 		$215K Sell
1,308
-449
-26% -$77.7K 0.08% 162
2025
Q4 		$320K Sell
1,757
-36
-2% -$6K 0.11% 128
2025
Q3 		$281K Sell
1,793
-6
-0.3% -$886 0.1% 135
2025
Q2 		$254K Sell
1,799
-241
-12% -$29.6K 0.09% 145
2025
Q1 		$223K Buy
2,040
+391
+24% +$50.4K 0.1% 134
2024
Q4 		$204K Buy
+1,649
New +$203K 0.09% 121

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 $3.38T AUM 44.17% 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

Davis Investment Partners's MS Position: Q2 2026 in Review

Davis Investment Partners increased its Morgan Stanley (MS) stake by 8.8% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,423 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #143.

Davis Investment Partners first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $320K in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Davis Investment Partners held 1,423 shares of Morgan Stanley worth $297K as of Q2 2026.
  • Davis Investment Partners bought 115 Morgan Stanley shares in Q2 2026, an estimated $22.8K.
  • Morgan Stanley made up 0.09% of Davis Investment Partners's portfolio in Q2 2026, its #143 holding.
  • Davis Investment Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • Davis Investment Partners's Morgan Stanley position peaked at $320K in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.