FIM
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FWL Investment Management’s Morgan Stanley MS Stock Holding History

FWL Investment 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 		$49.5K Buy
+237
New +$46.9K 0.01% 199
2026
Q1 		– Sell
-270
Closed -$47.9K – 388
2025
Q4 		$47.9K Buy
270
+201
+291% +$33.5K 0.01% 165
2025
Q3 		$11K Hold
69
– – ﹤0.01% 243
2025
Q2 		$9.72K Buy
+69
New +$8.47K ﹤0.01% 230

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

FWL Investment Management's MS Position: Q2 2026 in Review

FWL Investment Management opened a new position in Morgan Stanley (MS) in Q2 2026: 237 shares worth $49.5K. The stake represents 0.01% of the portfolio and ranks #199 among its holdings. This is a return to the name: FWL Investment Management previously reported a position in MS as recently as Q4 2025.

FWL Investment Management first reported a position in MS in Q2 2025 and has held it in 4 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • FWL Investment Management held 237 shares of Morgan Stanley worth $49.5K as of Q2 2026.
  • Morgan Stanley was a new FWL Investment Management position in Q2 2026.
  • Morgan Stanley made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #199 holding.
  • FWL Investment Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.