FORA Capital’s Morgan Stanley MS Stock Holding History

FORA Capital’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	$12.1M	Buy	57,981 +43,912	+312%	+$8.7M	0.83%	35
2026 Q1	$2.31M	Buy	+14,069	New	+$2.44M	0.17%	152
2025 Q2	–	Sell	-48,250	Closed	-$5.63M	–	633
2025 Q1	$5.63M	Buy	+48,250	New	+$6.22M	0.57%	40
2024 Q4	–	Sell	-23,740	Closed	-$2.47M	–	521
2024 Q3	$2.47M	Buy	+23,740	New	+$2.39M	0.29%	102
2024 Q1	–	Sell	-7,537	Closed	-$703K	–	514
2023 Q4	$703K	Sell	7,537 -86,914	-92%	-$6.95M	0.06%	292
2023 Q3	$7.71M	Buy	+94,451	New	+$8.2M	0.68%	35
2023 Q2	–	Sell	-78,131	Closed	-$6.86M	–	521
2023 Q1	$6.86M	Buy	78,131 +24,343	+45%	+$2.27M	0.69%	36
2022 Q4	$4.57M	Buy	+53,788	New	+$4.58M	0.74%	29
2022 Q3	–	Sell	-23,809	Closed	-$1.81M	–	510
2022 Q2	$1.81M	Buy	+23,809	New	+$1.95M	0.36%	86
2020 Q2	–	Sell	-45,977	Closed	-$1.56M	–	1153
2020 Q1	$1.56M	Buy	+45,977	New	+$2.17M	0.34%	65

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

FORA Capital's MS Position: Q2 2026 in Review

FORA Capital increased its Morgan Stanley (MS) stake by 312% in Q2 2026, buying an estimated $8.7M and bringing the position to 57,981 shares worth $12.1M. The position accounts for 0.83% of the portfolio, ranked #35.

FORA Capital first reported a position in MS in Q1 2020 and has held it in 10 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

FORA Capital held 57,981 shares of Morgan Stanley worth $12.1M as of Q2 2026.
FORA Capital bought 43,912 Morgan Stanley shares in Q2 2026, an estimated $8.7M.
Morgan Stanley made up 0.83% of FORA Capital's portfolio in Q2 2026, its #35 holding.
FORA Capital first reported a position in Morgan Stanley in Q1 2020 and has held it in 10 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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