Evansbrook’s Morgan Stanley MS Stock Holding History

Evansbrook’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	$1.47M	Hold	7,016	–	–	0.87%	23
2026 Q1	$1.15M	Hold	7,016	–	–	0.77%	27
2025 Q4	$1.25M	Buy	+7,016	New	+$1.17M	0.83%	23

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

Evansbrook's MS Position: Q2 2026 in Review

Evansbrook held its Morgan Stanley (MS) position steady in Q2 2026 at 7,016 shares worth $1.47M. The position accounts for 0.87% of the portfolio, ranked #23.

Evansbrook first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,729 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Evansbrook held 7,016 shares of Morgan Stanley worth $1.47M as of Q2 2026.
Evansbrook left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.87% of Evansbrook's portfolio in Q2 2026, its #23 holding.
Evansbrook first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,729 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Evansbrook's 13F filing for Q2 2026, filed 4 Aug 2026.