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Fox Run Management’s Morgan Stanley MS Stock Holding History

Fox Run 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 		$1.05M Buy
5,037
+3,708
+279% +$734K 0.17% 170
2026
Q1 		$210K Sell
1,329
-10,584
-89% -$1.83M 0.04% 752
2025
Q4 		$2.11M Buy
+11,913
New +$1.99M 0.33% 24
2025
Q3 		– Sell
-4,380
Closed -$617K – 1122
2025
Q2 		$617K Buy
+4,380
New +$538K 0.1% 374
2025
Q1 		– Sell
-1,934
Closed -$243K – 1109
2024
Q4 		$243K Buy
+1,934
New +$238K 0.04% 705
2024
Q3 		– Sell
-4,229
Closed -$411K – 996
2024
Q2 		$411K Sell
4,229
-10,149
-71% -$966K 0.08% 477
2024
Q1 		$1.35M Buy
+14,378
New +$1.27M 0.29% 57
2018
Q3 		– Sell
-12,957
Closed -$614K – 731
2018
Q2 		$614K Buy
+12,957
New +$677K 0.19% 167
2018
Q1 		– Sell
-17,905
Closed -$939K – 846
2017
Q4 		$939K Buy
17,905
+10,705
+149% +$541K 0.28% 76
2017
Q3 		$347K Sell
7,200
-6,400
-47% -$297K 0.1% 432
2017
Q2 		$606K Buy
13,600
+2,400
+21% +$103K 0.21% 157
2017
Q1 		$480K Buy
+11,200
New +$497K 0.2% 203

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

Fox Run Management's MS Position: Q2 2026 in Review

Fox Run Management increased its Morgan Stanley (MS) stake by 279% in Q2 2026, buying an estimated $734K and bringing the position to 5,037 shares worth $1.05M. The position accounts for 0.17% of the portfolio, ranked #170.

Fox Run Management first reported a position in MS in Q1 2017 and has held it in 12 quarters since. The position peaked at $2.11M in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fox Run Management held 5,037 shares of Morgan Stanley worth $1.05M as of Q2 2026.
  • Fox Run Management bought 3,708 Morgan Stanley shares in Q2 2026, an estimated $734K.
  • Morgan Stanley made up 0.17% of Fox Run Management's portfolio in Q2 2026, its #170 holding.
  • Fox Run Management first reported a position in Morgan Stanley in Q1 2017 and has held it in 12 quarters since.
  • Fox Run Management's Morgan Stanley position peaked at $2.11M in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.