Eukles Asset Management’s Morgan Stanley MS Stock Holding History

Eukles 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	$45.4K	Sell	217 -22	-9%	-$4.36K	0.02%	101
2026 Q1	$39.3K	Hold	239	–	–	0.02%	102
2025 Q4	$42.4K	Sell	239 -18	-7%	-$3K	0.02%	110
2025 Q3	$40.9K	Sell	257 -169	-40%	-$25K	0.02%	108
2025 Q2	$60K	Sell	426 -40	-9%	-$4.91K	0.02%	96
2025 Q1	$54.4K	Sell	466 -232	-33%	-$29.9K	0.02%	100
2024 Q4	$87.8K	Hold	698	–	–	0.04%	98
2024 Q3	$72.8K	Sell	698 -55	-7%	-$5.54K	0.03%	98
2024 Q2	$73.2K	Hold	753	–	–	0.03%	99
2024 Q1	$70.9K	Hold	753	–	–	0.03%	103
2023 Q4	$70.2K	Hold	753	–	–	0.03%	104
2023 Q3	$61.5K	Hold	753	–	–	0.03%	105
2023 Q2	$64.3K	Sell	753 -17	-2%	-$1.45K	0.03%	104
2023 Q1	$67.6K	Hold	770	–	–	0.04%	104
2022 Q4	$65K	Sell	770 -40	-5%	-$3.41K	0.04%	103
2022 Q3	$64K	Sell	810 -104	-11%	-$8.77K	0.04%	104
2022 Q2	$70K	Sell	914 -19	-2%	-$1.56K	0.04%	104
2022 Q1	$82K	Sell	933 -134	-13%	-$12.9K	0.04%	105
2021 Q4	$105K	Hold	1,067	–	–	0.05%	104
2021 Q3	$104K	Sell	1,067 -1,571	-60%	-$156K	0.06%	105
2021 Q2	$242K	Sell	2,638 -4,026	-60%	-$345K	0.13%	94
2021 Q1	$518K	Buy	+6,664	New	+$511K	0.34%	69

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

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

Eukles Asset Management reduced its Morgan Stanley (MS) stake by 9.2% in Q2 2026, selling an estimated $4.36K and leaving 217 shares worth $45.4K. The position accounts for 0.02% of the portfolio, ranked #101.

Eukles Asset Management first reported a position in MS in Q1 2021 and has held it in 22 quarters since. The position peaked at $518K in Q1 2021. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Eukles Asset Management held 217 shares of Morgan Stanley worth $45.4K as of Q2 2026.
Eukles Asset Management sold 22 Morgan Stanley shares in Q2 2026, an estimated $4.36K.
Morgan Stanley made up 0.02% of Eukles Asset Management's portfolio in Q2 2026, its #101 holding.
Eukles Asset Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
Eukles Asset Management's Morgan Stanley position peaked at $518K in Q1 2021.
2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Eukles Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.