FC
MS icon

Fusion Capital’s Morgan Stanley MS Stock Holding History

Fusion 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 		$408K Buy
1,952
+32
+2% +$6.34K 0.09% 73
2026
Q1 		$316K Buy
1,920
+402
+26% +$69.6K 0.09% 75
2025
Q4 		$270K Sell
1,518
-198
-12% -$33K 0.08% 81
2025
Q3 		$281K Buy
1,716
+15
+0.9% +$2.21K 0.08% 81
2025
Q2 		$240K Buy
+1,701
New +$209K 0.08% 83
2025
Q1 		– Sell
-1,641
Closed -$206K – 84
2024
Q4 		$206K Buy
+1,641
New +$202K 0.08% 83

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

Fusion Capital's MS Position: Q2 2026 in Review

Fusion Capital increased its Morgan Stanley (MS) stake by 1.7% in Q2 2026, buying an estimated $6.34K and bringing the position to 1,952 shares worth $408K. The position accounts for 0.09% of the portfolio, ranked #73.

Fusion Capital first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fusion Capital held 1,952 shares of Morgan Stanley worth $408K as of Q2 2026.
  • Fusion Capital bought 32 Morgan Stanley shares in Q2 2026, an estimated $6.34K.
  • Morgan Stanley made up 0.09% of Fusion Capital's portfolio in Q2 2026, its #73 holding.
  • Fusion Capital first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fusion Capital's 13F filing for Q2 2026, filed 5 Aug 2026.