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Diversified Management’s Morgan Stanley MS Stock Holding History

Diversified 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 		$343K Buy
1,641
+194
+13% +$38.4K 0.07% 126
2026
Q1 		$238K Buy
1,447
+91
+7% +$15.8K 0.04% 241
2025
Q4 		$241K Buy
+1,356
New +$226K 0.06% 157

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

Diversified Management's MS Position: Q2 2026 in Review

Diversified Management increased its Morgan Stanley (MS) stake by 13% in Q2 2026, buying an estimated $38.4K and bringing the position to 1,641 shares worth $343K. The position accounts for 0.07% of the portfolio, ranked #126.

Diversified Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Diversified Management held 1,641 shares of Morgan Stanley worth $343K as of Q2 2026.
  • Diversified Management bought 194 Morgan Stanley shares in Q2 2026, an estimated $38.4K.
  • Morgan Stanley made up 0.07% of Diversified Management's portfolio in Q2 2026, its #126 holding.
  • Diversified Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Diversified Management's 13F filing for Q2 2026, filed 10 Jul 2026.