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DCM Advisors’s Morgan Stanley MS Stock Holding History

DCM Advisors’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 		$11.9M Sell
58,482
-2,541
-4% -$503K 4.7% 3
2026
Q1 		$9.04M Sell
61,023
-6,886
-10% -$1.19M 4.11% 7
2025
Q4 		$12.1M Sell
67,909
-2,132
-3% -$356K 5% 4
2025
Q3 		$11.1M Sell
70,041
-2,924
-4% -$432K 4.69% 6
2025
Q2 		$10.3M Buy
72,965
+7,108
+11% +$873K 4.41% 8
2025
Q1 		$7.63M Sell
65,857
-3,666
-5% -$472K 4.07% 11
2024
Q4 		$8.72M Buy
69,523
+3,561
+5% +$439K 4.09% 11
2024
Q3 		$6.88M Buy
65,962
+105
+0.2% +$10.6K 3.46% 12
2024
Q2 		$6.4M Sell
65,857
-8,091
-11% -$770K 3.38% 12
2024
Q1 		$6.96M Sell
73,948
-5,909
-7% -$520K 2.87% 15
2023
Q4 		$7.45M Hold
79,857
– – 2.67% 12
2023
Q3 		$6.52M Sell
79,857
-722
-0.9% -$62.7K 2.95% 11
2023
Q2 		$6.88M Sell
80,579
-293
-0.4% -$25.1K 2.95% 10
2023
Q1 		$7.1M Sell
80,872
-221
-0.3% -$20.6K 3.3% 6
2022
Q4 		$6.89M Buy
81,093
+38,328
+90% +$3.27M 3.34% 5
2022
Q3 		$3.38M Buy
42,765
+3,211
+8% +$271K 1.7% 10
2022
Q2 		$3.01M Sell
39,554
-9,842
-20% -$806K 1.3% 16
2022
Q1 		$4.32M Sell
49,396
-6,828
-12% -$659K 1.53% 10
2021
Q4 		$5.52M Buy
56,224
+14,400
+34% +$1.43M 1.63% 10
2021
Q3 		$4.07M Buy
41,824
+34,072
+440% +$3.38M 1.57% 10
2021
Q2 		$711K Buy
+7,752
New +$665K 0.4% 84

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

DCM Advisors's MS Position: Q2 2026 in Review

DCM Advisors reduced its Morgan Stanley (MS) stake by 4.2% in Q2 2026, selling an estimated $503K and leaving 58,482 shares worth $11.9M. The position accounts for 4.7% of the portfolio, ranked #3.

DCM Advisors first reported a position in MS in Q2 2021 and has held it in 21 quarters since. The position peaked at $12.1M in Q4 2025. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • DCM Advisors held 58,482 shares of Morgan Stanley worth $11.9M as of Q2 2026.
  • DCM Advisors sold 2,541 Morgan Stanley shares in Q2 2026, an estimated $503K.
  • Morgan Stanley made up 4.7% of DCM Advisors's portfolio in Q2 2026, its #3 holding.
  • DCM Advisors first reported a position in Morgan Stanley in Q2 2021 and has held it in 21 quarters since.
  • DCM Advisors's Morgan Stanley position peaked at $12.1M in Q4 2025.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on DCM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.