DI
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Diligent Investors’s Morgan Stanley MS Stock Holding History

Diligent Investors’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 		$1.42M Sell
6,806
-7,158
-51% -$1.42M 0.32% 81
2026
Q1 		$2.3M Sell
13,964
-191
-1% -$33.1K 0.57% 39
2025
Q4 		$2.51M Sell
14,155
-65
-0.5% -$10.8K 0.62% 33
2025
Q3 		$2.26M Buy
14,220
+7
+0% +$1.03K 0.57% 39
2025
Q2 		$2M Buy
14,213
+307
+2% +$37.7K 0.47% 53
2025
Q1 		$1.62M Sell
13,906
-254
-2% -$32.7K 0.39% 63
2024
Q4 		$1.78M Buy
14,160
+9
+0.1% +$1.11K 0.41% 58
2024
Q3 		$1.48M Sell
14,151
-21
-0.1% -$2.12K 0.34% 78
2024
Q2 		$1.38M Buy
14,172
+10
+0.1% +$952 0.34% 81
2024
Q1 		$1.33M Buy
14,162
+13
+0.1% +$1.15K 0.33% 85
2023
Q4 		$1.32M Sell
14,149
-198
-1% -$15.8K 0.36% 76
2023
Q3 		$1.17M Sell
14,347
-455
-3% -$39.5K 0.36% 77
2023
Q2 		$1.26M Buy
14,802
+2
+0% +$171 0.37% 61
2023
Q1 		$1.3M Sell
14,800
-78
-0.5% -$7.28K 0.4% 57
2022
Q4 		$1.26M Sell
14,878
-398
-3% -$33.9K 0.41% 55
2022
Q3 		$1.21M Buy
15,276
+2
+0% +$169 0.43% 54
2022
Q2 		$1.16M Buy
15,274
+2
+0% +$164 0.4% 61
2022
Q1 		$1.33M Buy
15,272
+402
+3% +$38.8K 0.39% 59
2021
Q4 		$1.46M Sell
14,870
-397
-3% -$39.5K 0.41% 54
2021
Q3 		$1.4M Hold
15,267
– – 0.48% 49
2021
Q2 		$1.4M Sell
15,267
-461
-3% -$39.5K 0.48% 49
2021
Q1 		$1.22M Buy
15,728
+1,187
+8% +$91K 0.45% 55
2020
Q4 		$996K Sell
14,541
-174
-1% -$9.98K 0.4% 61
2020
Q3 		$711K Sell
14,715
-1,111
-7% -$56K 0.32% 76
2020
Q2 		$764K Buy
15,826
+245
+2% +$10.3K 0.37% 63
2020
Q1 		$530K Sell
15,581
-430
-3% -$20.3K 0.32% 76
2019
Q4 		$818K Sell
16,011
-1,000
-6% -$47.3K 0.37% 64
2019
Q3 		$726K Hold
17,011
– – 0.35% 82
2019
Q2 		$745K Sell
17,011
-200
-1% -$8.92K 0.37% 74
2019
Q1 		$726K Hold
17,211
– – 0.41% 70
2018
Q4 		$682K Sell
17,211
-1,741
-9% -$76K 0.45% 71
2018
Q3 		$883K Sell
18,952
-3,200
-14% -$156K 0.48% 61
2018
Q2 		$1.05M Sell
22,152
-933
-4% -$48.8K 0.64% 43
2018
Q1 		$1.25M Sell
23,085
-300
-1% -$16.6K 0.75% 38
2017
Q4 		$1.23M Sell
23,385
-400
-2% -$20.2K 0.78% 36
2017
Q3 		$1.15M Sell
23,785
-1,400
-6% -$64.9K 0.84% 31
2017
Q2 		$1.12M Sell
25,185
-517
-2% -$22.3K 0.8% 38
2017
Q1 		$1.1M Sell
25,702
-148
-0.6% -$6.57K 0.84% 35
2016
Q4 		$1.09M Sell
25,850
-2,549
-9% -$96.4K 0.87% 34
2016
Q3 		$914K Sell
28,399
-244
-0.9% -$7.28K 0.74% 40
2016
Q2 		$744K Buy
28,643
+13,704
+92% +$358K 0.71% 42
2016
Q1 		$374K Buy
14,939
+2,100
+16% +$53.6K 0.41% 73
2015
Q4 		$408K Sell
12,839
-200
-2% -$6.65K 0.46% 64
2015
Q3 		$424K Buy
13,039
+600
+5% +$21.8K 0.45% 64
2015
Q2 		$496K Sell
12,439
-500
-4% -$19K 0.52% 57
2015
Q1 		$484K Hold
12,939
– – 0.5% 60
2014
Q4 		$463K Buy
+12,939
New +$460K 0.47% 66

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

Diligent Investors's MS Position: Q2 2026 in Review

Diligent Investors reduced its Morgan Stanley (MS) stake by 51% in Q2 2026, selling an estimated $1.42M and leaving 6,806 shares worth $1.42M. The position accounts for 0.32% of the portfolio, ranked #81.

Diligent Investors first reported a position in MS in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.51M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Diligent Investors held 6,806 shares of Morgan Stanley worth $1.42M as of Q2 2026.
  • Diligent Investors sold 7,158 Morgan Stanley shares in Q2 2026, an estimated $1.42M.
  • Morgan Stanley made up 0.32% of Diligent Investors's portfolio in Q2 2026, its #81 holding.
  • Diligent Investors first reported a position in Morgan Stanley in Q4 2014 and has held it in 47 quarters since.
  • Diligent Investors's Morgan Stanley position peaked at $2.51M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.