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Fulcrum Asset Management’s Morgan Stanley MS Stock Holding History

Fulcrum Asset 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 		$5.75M Buy
27,158
+9,376
+53% +$1.86M 0.57% 37
2026
Q1 		$2.82M Buy
17,782
+240
+1% +$41.6K 0.43% 62
2025
Q4 		$3.14M Sell
17,542
-520
-3% -$86.7K 0.87% 30
2025
Q3 		$2.87M Sell
18,062
-502
-3% -$74.1K 0.8% 35
2025
Q2 		$2.61M Buy
+18,564
New +$2.28M 0.75% 39
2022
Q1 		– Hold
0
– – – 161
2021
Q4 		– Hold
0
– – – 71
2021
Q3 		– Hold
0
– – – 72
2021
Q2 		– Hold
0
– – – 80
2021
Q1 		– Hold
0
– – – 69

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

Fulcrum Asset Management's MS Position: Q2 2026 in Review

Fulcrum Asset Management increased its Morgan Stanley (MS) stake by 53% in Q2 2026, buying an estimated $1.86M and bringing the position to 27,158 shares worth $5.75M. The position accounts for 0.57% of the portfolio, ranked #37.

Fulcrum Asset Management first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fulcrum Asset Management held 27,158 shares of Morgan Stanley worth $5.75M as of Q2 2026.
  • Fulcrum Asset Management bought 9,376 Morgan Stanley shares in Q2 2026, an estimated $1.86M.
  • Morgan Stanley made up 0.57% of Fulcrum Asset Management's portfolio in Q2 2026, its #37 holding.
  • Fulcrum Asset Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.