FPL
MS icon

Fortress Private Ledger’s Morgan Stanley MS Stock Holding History

Fortress Private Ledger’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 		$1.32M Buy
6,324
+651
+11% +$129K 0.36% 71
2026
Q1 		$934K Buy
5,673
+785
+16% +$136K 0.29% 76
2025
Q4 		$868K Buy
4,888
+1,417
+41% +$236K 0.29% 77
2025
Q3 		$552K Buy
3,471
+526
+18% +$77.7K 0.2% 100
2025
Q2 		$415K Buy
+2,945
New +$362K 0.19% 105

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

Fortress Private Ledger's MS Position: Q2 2026 in Review

Fortress Private Ledger increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $129K and bringing the position to 6,324 shares worth $1.32M. The position accounts for 0.36% of the portfolio, ranked #71.

Fortress Private Ledger first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fortress Private Ledger held 6,324 shares of Morgan Stanley worth $1.32M as of Q2 2026.
  • Fortress Private Ledger bought 651 Morgan Stanley shares in Q2 2026, an estimated $129K.
  • Morgan Stanley made up 0.36% of Fortress Private Ledger's portfolio in Q2 2026, its #71 holding.
  • Fortress Private Ledger first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fortress Private Ledger's 13F filing for Q2 2026, filed 7 Aug 2026.