FCM
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FJ Capital Management’s Morgan Stanley MS Stock Holding History

FJ Capital 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 		– Sell
-56,089
Closed -$9.23M – 146
2026
Q1 		$9.23M Sell
56,089
-18,670
-25% -$3.23M 1.04% 27
2025
Q4 		$13.3M Buy
+74,759
New +$12.5M 1.47% 20
2025
Q3 		– Sell
-57,696
Closed -$8.13M – 168
2025
Q2 		$8.13M Buy
+57,696
New +$7.09M 0.86% 28

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

FJ Capital Management's MS Position: Q2 2026 in Review

FJ Capital Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 56,089 shares — an estimated $9.23M sold.

FJ Capital Management first reported a position in MS in Q2 2025 and held it in 3 quarters. The position peaked at $13.3M in Q4 2025. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • FJ Capital Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • FJ Capital Management sold 56,089 Morgan Stanley shares in Q2 2026, an estimated $9.23M.
  • FJ Capital Management first reported a position in Morgan Stanley in Q2 2025 and held it in 3 quarters.
  • FJ Capital Management's Morgan Stanley position peaked at $13.3M in Q4 2025.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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