FCG
MS icon

Fielder Capital Group’s Morgan Stanley MS Stock Holding History

Fielder Capital Group’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 		$888K Buy
4,247
+17
+0.4% +$3.37K 0.19% 91
2026
Q1 		$696K Buy
4,230
+14
+0.3% +$2.42K 0.15% 93
2025
Q4 		$748K Buy
4,216
+57
+1% +$9.51K 0.16% 86
2025
Q3 		$661K Buy
4,159
+13
+0.3% +$1.92K 0.15% 94
2025
Q2 		$584K Sell
4,146
-14
-0.3% -$1.72K 0.16% 93
2025
Q1 		$485K Sell
4,160
-1,591
-28% -$205K 0.14% 97
2024
Q4 		$723K Sell
5,751
-802
-12% -$98.8K 0.23% 73
2024
Q3 		$683K Buy
6,553
+4,248
+184% +$428K 0.23% 74
2024
Q2 		$224K Buy
2,305
+17
+0.7% +$1.62K 0.09% 156
2024
Q1 		$215K Buy
2,288
+39
+2% +$3.43K 0.1% 154
2023
Q4 		$210K Buy
+2,249
New +$180K 0.13% 132

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

Fielder Capital Group's MS Position: Q2 2026 in Review

Fielder Capital Group increased its Morgan Stanley (MS) stake by 0.4% in Q2 2026, buying an estimated $3.37K and bringing the position to 4,247 shares worth $888K. The position accounts for 0.19% of the portfolio, ranked #91.

Fielder Capital Group first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fielder Capital Group held 4,247 shares of Morgan Stanley worth $888K as of Q2 2026.
  • Fielder Capital Group bought 17 Morgan Stanley shares in Q2 2026, an estimated $3.37K.
  • Morgan Stanley made up 0.19% of Fielder Capital Group's portfolio in Q2 2026, its #91 holding.
  • Fielder Capital Group first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.