F/M Investments’s Morgan Stanley MS Stock Holding History

F/M Investments’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	$4.77M	Buy	22,804 +3,602	+19%	+$713K	0.24%	80
2026 Q1	$3.16M	Sell	19,202 -64,994	-77%	-$11.3M	0.21%	84
2025 Q4	$14.9M	Sell	84,196 -2,772	-3%	-$462K	0.57%	36
2025 Q3	$13.8M	Sell	86,968 -1,442	-2%	-$213K	0.53%	37
2025 Q2	$12.5M	Buy	88,410 +2,140	+2%	+$263K	0.45%	41
2025 Q1	$10.1M	Sell	86,270 -5,803	-6%	-$748K	0.4%	52
2024 Q4	$11.6M	Sell	92,073 -10,748	-10%	-$1.32M	0.43%	47
2024 Q3	$10.7M	Buy	102,821 +11,832	+13%	+$1.19M	0.34%	99
2024 Q2	$8.86M	Buy	+90,989	New	+$8.66M	0.32%	107

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

F/M Investments's MS Position: Q2 2026 in Review

F/M Investments increased its Morgan Stanley (MS) stake by 19% in Q2 2026, buying an estimated $713K and bringing the position to 22,804 shares worth $4.77M. The position accounts for 0.24% of the portfolio, ranked #80.

F/M Investments first reported a position in MS in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.9M in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

F/M Investments held 22,804 shares of Morgan Stanley worth $4.77M as of Q2 2026.
F/M Investments bought 3,602 Morgan Stanley shares in Q2 2026, an estimated $713K.
Morgan Stanley made up 0.24% of F/M Investments's portfolio in Q2 2026, its #80 holding.
F/M Investments first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
F/M Investments's Morgan Stanley position peaked at $14.9M in Q4 2025.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.