FIC
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FCG Investment Company’s Morgan Stanley MS Stock Holding History

FCG Investment Company’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 		$2.32M Buy
11,077
+4,128
+59% +$817K 0.8% 31
2026
Q1 		$1.14M Buy
+6,949
New +$1.2M 0.5% 49
2025
Q3 		$243K Sell
1,527
-67
-4% -$9.89K 0.11% 85
2025
Q2 		$225K Buy
+1,594
New +$196K 0.12% 90
2025
Q1 		– Sell
-2,125
Closed -$267K – 102
2024
Q4 		$267K Hold
2,125
– – 0.16% 80
2024
Q3 		$222K Sell
2,125
-18
-0.8% -$1.81K 0.15% 89
2024
Q2 		$208K Sell
2,143
-20
-0.9% -$1.9K 0.16% 93
2024
Q1 		$204K Buy
+2,163
New +$190K 0.16% 100

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

FCG Investment Company's MS Position: Q2 2026 in Review

FCG Investment Company increased its Morgan Stanley (MS) stake by 59% in Q2 2026, buying an estimated $817K and bringing the position to 11,077 shares worth $2.32M. The position accounts for 0.8% of the portfolio, ranked #31.

FCG Investment Company first reported a position in MS in Q1 2024 and has held it in 8 quarters since. 2,729 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • FCG Investment Company held 11,077 shares of Morgan Stanley worth $2.32M as of Q2 2026.
  • FCG Investment Company bought 4,128 Morgan Stanley shares in Q2 2026, an estimated $817K.
  • Morgan Stanley made up 0.8% of FCG Investment Company's portfolio in Q2 2026, its #31 holding.
  • FCG Investment Company first reported a position in Morgan Stanley in Q1 2024 and has held it in 8 quarters since.
  • 2,729 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on FCG Investment Company's 13F filing for Q2 2026, filed 13 Jul 2026.