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Fulcrum Capital’s Morgan Stanley MS Stock Holding History

Fulcrum Capital’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 		$445K Sell
2,131
-762
-26% -$151K 0.09% 71
2026
Q1 		$476K Sell
2,893
-173
-6% -$30K 0.1% 64
2025
Q4 		$544K Hold
3,066
– – 0.11% 61
2025
Q3 		$487K Hold
3,066
– – 0.1% 64
2025
Q2 		$432K Hold
3,066
– – 0.09% 68
2025
Q1 		$358K Buy
3,066
+145
+5% +$18.7K 0.08% 78
2024
Q4 		$367K Hold
2,921
– – 0.08% 85
2024
Q3 		$304K Hold
2,921
– – 0.07% 93
2024
Q2 		$284K Hold
2,921
– – 0.06% 93
2024
Q1 		$275K Hold
2,921
– – 0.07% 96
2023
Q4 		$272K Buy
2,921
+162
+6% +$13K 0.07% 95
2023
Q3 		$225K Buy
+2,759
New +$240K 0.07% 100

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 Capital's MS Position: Q2 2026 in Review

Fulcrum Capital reduced its Morgan Stanley (MS) stake by 26% in Q2 2026, selling an estimated $151K and leaving 2,131 shares worth $445K. The position accounts for 0.09% of the portfolio, ranked #71.

Fulcrum Capital first reported a position in MS in Q3 2023 and has held it in 12 quarters since. The position peaked at $544K in Q4 2025. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fulcrum Capital held 2,131 shares of Morgan Stanley worth $445K as of Q2 2026.
  • Fulcrum Capital sold 762 Morgan Stanley shares in Q2 2026, an estimated $151K.
  • Morgan Stanley made up 0.09% of Fulcrum Capital's portfolio in Q2 2026, its #71 holding.
  • Fulcrum Capital first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • Fulcrum Capital's Morgan Stanley position peaked at $544K in Q4 2025.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.