E6 Portfolios’s Morgan Stanley MS Stock Holding History

E6 Portfolios’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	$294K	Buy	1,408 +5	+0.4%	+$990	0.24%	65
2026 Q1	$231K	Buy	1,403 +74	+6%	+$12.8K	0.24%	48
2025 Q4	$236K	Buy	+1,329	New	+$222K	0.27%	46

Other funds holding MS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

E6 Portfolios's MS Position: Q2 2026 in Review

E6 Portfolios increased its Morgan Stanley (MS) stake by 0.36% in Q2 2026, buying an estimated $990 and bringing the position to 1,408 shares worth $294K. The position accounts for 0.24% of the portfolio, ranked #65.

E6 Portfolios first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

E6 Portfolios held 1,408 shares of Morgan Stanley worth $294K as of Q2 2026.
E6 Portfolios bought 5 Morgan Stanley shares in Q2 2026, an estimated $990.
Morgan Stanley made up 0.24% of E6 Portfolios's portfolio in Q2 2026, its #65 holding.
E6 Portfolios first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on E6 Portfolios's 13F filing for Q2 2026, filed 10 Aug 2026.