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Foster Dykema Cabot & Partners’s Morgan Stanley MS Stock Holding History

Foster Dykema Cabot & Partners’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 		$1.35M Hold
6,473
– – 0.08% 41
2026
Q1 		$1.07M Hold
6,473
– – 0.07% 46
2025
Q4 		$1.15M Sell
6,473
-219
-3% -$36.5K 0.07% 43
2025
Q3 		$1.06M Buy
6,692
+236
+4% +$34.8K 0.07% 52
2025
Q2 		$909K Buy
6,456
+1,037
+19% +$127K 0.06% 53
2025
Q1 		$632K Sell
5,419
-43
-0.8% -$5.54K 0.05% 66
2024
Q4 		$687K Hold
5,462
– – 0.05% 67
2024
Q3 		$569K Buy
5,462
+494
+10% +$49.7K 0.05% 72
2024
Q2 		$483K Hold
4,968
– – 0.04% 64
2024
Q1 		$468K Hold
4,968
– – 0.04% 66
2023
Q4 		$463K Buy
+4,968
New +$397K 0.05% 61

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

Foster Dykema Cabot & Partners's MS Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 6,473 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #41.

Foster Dykema Cabot & Partners first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Foster Dykema Cabot & Partners held 6,473 shares of Morgan Stanley worth $1.35M as of Q2 2026.
  • Foster Dykema Cabot & Partners left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.08% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #41 holding.
  • Foster Dykema Cabot & Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.