EAM
MS icon

Empirical Asset Management’s Morgan Stanley MS Stock Holding History

Empirical Asset 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 		$224K Buy
+1,072
New +$212K 0.05% 393
2025
Q1 		– Sell
-11,142
Closed -$66.7K – 407
2024
Q4 		$66.7K Buy
+11,142
New +$1.37M 0.02% 367

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

Empirical Asset Management's MS Position: Q2 2026 in Review

Empirical Asset Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,072 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #393 among its holdings. This is a return to the name: Empirical Asset Management previously reported a position in MS as recently as Q4 2024.

Empirical Asset Management first reported a position in MS in Q4 2024 and has held it in 2 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Empirical Asset Management held 1,072 shares of Morgan Stanley worth $224K as of Q2 2026.
  • Morgan Stanley was a new Empirical Asset Management position in Q2 2026.
  • Morgan Stanley made up 0.05% of Empirical Asset Management's portfolio in Q2 2026, its #393 holding.
  • Empirical Asset Management first reported a position in Morgan Stanley in Q4 2024 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 Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.