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Dunhill Financial’s Morgan Stanley MS Stock Holding History

Dunhill Financial’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 		$51.5K Buy
246
+71
+41% +$14.1K 0.01% 327
2026
Q1 		$28.9K Sell
175
-15
-8% -$2.6K 0.01% 385
2025
Q4 		$33.7K Buy
190
+14
+8% +$2.33K 0.01% 333
2025
Q3 		$27.9K Buy
176
+1
+0.6% +$148 0.01% 322
2025
Q2 		$24.7K Buy
175
+59
+51% +$7.25K 0.01% 307
2025
Q1 		$13.5K Sell
116
-71
-38% -$9.15K 0.01% 358
2024
Q4 		$23.6K Buy
187
+71
+61% +$8.74K 0.01% 260
2024
Q3 		$12.1K Buy
116
+2
+2% +$201 0.01% 339
2024
Q2 		$11.1K Buy
114
+2
+2% +$190 0.01% 269
2024
Q1 		$10.5K Buy
112
+18
+19% +$1.58K 0.01% 230
2023
Q4 		$8.78K Buy
+94
New +$7.52K 0.01% 224

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

Dunhill Financial's MS Position: Q2 2026 in Review

Dunhill Financial increased its Morgan Stanley (MS) stake by 41% in Q2 2026, buying an estimated $14.1K and bringing the position to 246 shares worth $51.5K. The position accounts for 0.01% of the portfolio, ranked #327.

Dunhill Financial first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Dunhill Financial held 246 shares of Morgan Stanley worth $51.5K as of Q2 2026.
  • Dunhill Financial bought 71 Morgan Stanley shares in Q2 2026, an estimated $14.1K.
  • Morgan Stanley made up 0.01% of Dunhill Financial's portfolio in Q2 2026, its #327 holding.
  • Dunhill Financial first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.