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Fortis Capital Management’s Morgan Stanley MS Stock Holding History

Fortis 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 		$263K Buy
+1,260
New +$250K 0.03% 199
2026
Q1 		– Sell
-1,479
Closed -$263K – 226
2025
Q4 		$263K Buy
+1,479
New +$247K 0.03% 170

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 $3.38T AUM 44.17% 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

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

Fortis Capital Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,260 shares worth $263K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings. This is a return to the name: Fortis Capital Management previously reported a position in MS as recently as Q4 2025.

Fortis Capital Management first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fortis Capital Management held 1,260 shares of Morgan Stanley worth $263K as of Q2 2026.
  • Morgan Stanley was a new Fortis Capital Management position in Q2 2026.
  • Morgan Stanley made up 0.03% of Fortis Capital Management's portfolio in Q2 2026, its #199 holding.
  • Fortis Capital Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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