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EdgeRock Capital’s Morgan Stanley MS Stock Holding History

EdgeRock Capital’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 		$248K Buy
+1,186
New +$235K 0.06% 122
2022
Q4 		– Sell
-10
Closed -$1K – 260
2022
Q3 		$1K Buy
+10
New +$843 ﹤0.01% 347

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

EdgeRock Capital's MS Position: Q2 2026 in Review

EdgeRock Capital opened a new position in Morgan Stanley (MS) in Q2 2026: 1,186 shares worth $248K. The stake represents 0.06% of the portfolio and ranks #122 among its holdings. This is a return to the name: EdgeRock Capital previously reported a position in MS as recently as Q3 2022.

EdgeRock Capital first reported a position in MS in Q3 2022 and has held it in 2 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • EdgeRock Capital held 1,186 shares of Morgan Stanley worth $248K as of Q2 2026.
  • Morgan Stanley was a new EdgeRock Capital position in Q2 2026.
  • Morgan Stanley made up 0.06% of EdgeRock Capital's portfolio in Q2 2026, its #122 holding.
  • EdgeRock Capital first reported a position in Morgan Stanley in Q3 2022 and has held it in 2 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.