Fidelis Capital Partners’s Morgan Stanley MS Stock Holding History

Fidelis Capital Partners’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	$8.35M	Buy	39,951 +6,046	+18%	+$1.2M	0.48%	50
2026 Q1	$5.58M	Buy	33,905 +3,423	+11%	+$593K	0.4%	56
2025 Q4	$5.41M	Buy	30,482 +637	+2%	+$106K	0.39%	54
2025 Q3	$4.74M	Buy	29,845 +364	+1%	+$53.7K	0.37%	55
2025 Q2	$4.17M	Buy	29,481 +907	+3%	+$111K	0.38%	56
2025 Q1	$3.31M	Sell	28,574 -170	-0.6%	-$21.9K	0.35%	58
2024 Q4	$3.94M	Buy	28,744 +1,605	+6%	+$198K	0.39%	52
2024 Q3	$3.21M	Buy	27,139 +120	+0.4%	+$12.1K	0.38%	51
2024 Q2	$2.49M	Buy	27,019 +448	+2%	+$42.6K	0.35%	51
2024 Q1	$2.5M	Buy	26,571 +4,971	+23%	+$438K	0.38%	52
2023 Q4	$2.01M	Buy	21,600 +8,024	+59%	+$642K	0.45%	48
2023 Q3	$1.11M	Buy	13,576 +266	+2%	+$23.1K	0.38%	61
2023 Q2	$1.14M	Buy	13,310 +451	+4%	+$38.6K	0.41%	61
2023 Q1	$1.09M	Buy	12,859 +9,956	+343%	+$929K	0.46%	56
2022 Q4	$254K	Buy	+2,903	New	+$247K	0.3%	95

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

Fidelis Capital Partners's MS Position: Q2 2026 in Review

Fidelis Capital Partners increased its Morgan Stanley (MS) stake by 18% in Q2 2026, buying an estimated $1.2M and bringing the position to 39,951 shares worth $8.35M. The position accounts for 0.48% of the portfolio, ranked #50.

Fidelis Capital Partners first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Fidelis Capital Partners held 39,951 shares of Morgan Stanley worth $8.35M as of Q2 2026.
Fidelis Capital Partners bought 6,046 Morgan Stanley shares in Q2 2026, an estimated $1.2M.
Morgan Stanley made up 0.48% of Fidelis Capital Partners's portfolio in Q2 2026, its #50 holding.
Fidelis Capital Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.