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Empowered Funds’s Morgan Stanley MS Stock Holding History

Empowered Funds’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 		$40.6M Sell
194,020
-58,768
-23% -$11.6M 0.21% 84
2026
Q1 		$41.6M Buy
+252,788
New +$43.8M 0.27% 67
2025
Q4 		– Sell
-226,442
Closed -$36M – 1570
2025
Q3 		$36M Buy
226,442
+84,143
+59% +$12.4M 0.36% 35
2025
Q2 		$20M Buy
142,299
+62,565
+78% +$7.68M 0.23% 85
2025
Q1 		$9.3M Buy
79,734
+2,578
+3% +$332K 0.13% 173
2024
Q4 		$9.7M Buy
77,156
+11,249
+17% +$1.39M 0.14% 161
2024
Q3 		$6.87M Buy
65,907
+20,160
+44% +$2.03M 0.11% 270
2024
Q2 		$4.45M Buy
45,747
+10,765
+31% +$1.02M 0.08% 356
2024
Q1 		$3.29M Buy
34,982
+2,278
+7% +$201K 0.06% 431
2023
Q4 		$3.05M Buy
32,704
+1,336
+4% +$107K 0.08% 380
2023
Q3 		$2.56M Buy
31,368
+6,699
+27% +$582K 0.08% 380
2023
Q2 		$2.11M Buy
24,669
+1,519
+7% +$130K 0.07% 375
2023
Q1 		$2.03M Buy
+23,150
New +$2.16M 0.12% 205
2022
Q4 		– Sell
-12,064
Closed -$1.03M – 535
2022
Q3 		$954K Buy
12,064
+2,845
+31% +$240K 0.09% 183
2022
Q2 		$701K Buy
9,219
+798
+9% +$65.4K 0.09% 211
2022
Q1 		$736K Buy
+8,421
New +$812K 0.08% 212
2017
Q3 		– Sell
-15,814
Closed -$705K – 110
2017
Q2 		$705K Buy
15,814
+536
+4% +$23.1K 0.57% 53
2017
Q1 		$655K Buy
+15,278
New +$678K 0.67% 79

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

Empowered Funds's MS Position: Q2 2026 in Review

Empowered Funds reduced its Morgan Stanley (MS) stake by 23% in Q2 2026, selling an estimated $11.6M and leaving 194,020 shares worth $40.6M. The position accounts for 0.21% of the portfolio, ranked #84.

Empowered Funds first reported a position in MS in Q1 2017 and has held it in 18 quarters since. The position peaked at $41.6M in Q1 2026. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Empowered Funds held 194,020 shares of Morgan Stanley worth $40.6M as of Q2 2026.
  • Empowered Funds sold 58,768 Morgan Stanley shares in Q2 2026, an estimated $11.6M.
  • Morgan Stanley made up 0.21% of Empowered Funds's portfolio in Q2 2026, its #84 holding.
  • Empowered Funds first reported a position in Morgan Stanley in Q1 2017 and has held it in 18 quarters since.
  • Empowered Funds's Morgan Stanley position peaked at $41.6M in Q1 2026.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.