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
2021 Q1	–	Sell	-10,000	Closed	-$685K	–	175
2020 Q4	$685K	Buy	+10,000	New	+$574K	0.23%	75

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

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. 2,745 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.
2,745 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.