EntryPoint Capital’s Morgan Stanley MS Stock Holding History

EntryPoint 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	$323K	Sell	1,544 -74	-5%	-$14.7K	0.08%	518
2026 Q1	$266K	Sell	1,618 -423	-21%	-$73.2K	0.08%	522
2025 Q4	$362K	Sell	2,041 -2,141	-51%	-$357K	0.14%	284
2025 Q3	$665K	Buy	+4,182	New	+$618K	0.26%	87
2024 Q4	–	Sell	-2,687	Closed	-$280K	–	880
2024 Q3	$280K	Sell	2,687 -48	-2%	-$4.83K	0.16%	277
2024 Q2	$266K	Buy	2,735 +1,439	+111%	+$137K	0.12%	248
2024 Q1	$122K	Buy	+1,296	New	+$114K	0.11%	312

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

EntryPoint Capital's MS Position: Q2 2026 in Review

EntryPoint Capital reduced its Morgan Stanley (MS) stake by 4.6% in Q2 2026, selling an estimated $14.7K and leaving 1,544 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #518.

EntryPoint Capital first reported a position in MS in Q1 2024 and has held it in 7 quarters since. The position peaked at $665K in Q3 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

EntryPoint Capital held 1,544 shares of Morgan Stanley worth $323K as of Q2 2026.
EntryPoint Capital sold 74 Morgan Stanley shares in Q2 2026, an estimated $14.7K.
Morgan Stanley made up 0.08% of EntryPoint Capital's portfolio in Q2 2026, its #518 holding.
EntryPoint Capital first reported a position in Morgan Stanley in Q1 2024 and has held it in 7 quarters since.
EntryPoint Capital's Morgan Stanley position peaked at $665K in Q3 2025.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on EntryPoint Capital's 13F filing for Q2 2026, filed 13 Aug 2026.