E Fund Management’s Morgan Stanley MS Stock Holding History

E Fund 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	$2.67M	Buy	12,755 +465	+4%	+$92.1K	0.06%	140
2026 Q1	$2.02M	Buy	+12,290	New	+$2.13M	0.06%	150
2025 Q2	$443K	Sell	3,143 -87	-3%	-$10.7K	0.02%	246
2025 Q1	$377K	Buy	3,230 +159	+5%	+$20.5K	0.02%	257
2024 Q4	$386K	Buy	+3,071	New	+$378K	0.02%	263
2023 Q2	–	Sell	-2,434	Closed	-$214K	–	330
2023 Q1	$214K	Sell	2,434 -141	-5%	-$13.2K	0.02%	287
2022 Q4	$219K	Sell	2,575 -194	-7%	-$16.5K	0.02%	286
2022 Q3	$219K	Sell	2,769 -10	-0.4%	-$843	0.02%	290
2022 Q2	$211K	Sell	2,779 -21	-0.8%	-$1.72K	0.02%	293
2022 Q1	$245K	Sell	2,800 -373	-12%	-$36K	0.01%	261
2021 Q4	$311K	Buy	3,173 +11	+0.3%	+$1.1K	0.01%	208
2021 Q3	$308K	Buy	+3,162	New	+$313K	0.01%	184
2021 Q1	$205K	Buy	+2,638	New	+$202K	0.02%	217

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

E Fund Management's MS Position: Q2 2026 in Review

E Fund Management increased its Morgan Stanley (MS) stake by 3.8% in Q2 2026, buying an estimated $92.1K and bringing the position to 12,755 shares worth $2.67M. The position accounts for 0.06% of the portfolio, ranked #140.

E Fund Management first reported a position in MS in Q1 2021 and has held it in 13 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

E Fund Management held 12,755 shares of Morgan Stanley worth $2.67M as of Q2 2026.
E Fund Management bought 465 Morgan Stanley shares in Q2 2026, an estimated $92.1K.
Morgan Stanley made up 0.06% of E Fund Management's portfolio in Q2 2026, its #140 holding.
E Fund Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 13 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.