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Family Management’s Morgan Stanley MS Stock Holding History

Family 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 		$3.77M Sell
18,042
-305
-2% -$60.4K 0.39% 55
2026
Q1 		$3.02M Buy
18,347
+16,242
+772% +$2.81M 0.36% 68
2025
Q4 		$374K Buy
2,105
+155
+8% +$25.9K 0.05% 162
2025
Q3 		$310K Hold
1,950
– – 0.04% 159
2025
Q2 		$275K Sell
1,950
-100
-5% -$12.3K 0.04% 157
2025
Q1 		$239K Buy
2,050
+100
+5% +$12.9K 0.04% 156
2024
Q4 		$245K Hold
1,950
– – 0.04% 147
2024
Q3 		$203K Buy
+1,950
New +$196K 0.03% 159
2023
Q3 		– Sell
-3,000
Closed -$256K – 168
2023
Q2 		$256K Buy
+3,000
New +$257K 0.06% 119
2021
Q1 		– Sell
-88
Closed -$6K – 176
2020
Q4 		$6K Buy
+88
New +$5.05K ﹤0.01% 171
2014
Q3 		– Sell
-18,025
Closed -$583K – 96
2014
Q2 		$583K Buy
18,025
+4,550
+34% +$140K 0.28% 51
2014
Q1 		$420K Buy
+13,475
New +$416K 0.22% 51

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

Family Management's MS Position: Q2 2026 in Review

Family Management reduced its Morgan Stanley (MS) stake by 1.7% in Q2 2026, selling an estimated $60.4K and leaving 18,042 shares worth $3.77M. The position accounts for 0.39% of the portfolio, ranked #55.

Family Management first reported a position in MS in Q1 2014 and has held it in 12 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Family Management held 18,042 shares of Morgan Stanley worth $3.77M as of Q2 2026.
  • Family Management sold 305 Morgan Stanley shares in Q2 2026, an estimated $60.4K.
  • Morgan Stanley made up 0.39% of Family Management's portfolio in Q2 2026, its #55 holding.
  • Family Management first reported a position in Morgan Stanley in Q1 2014 and has held it in 12 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.