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Garde Capital’s Morgan Stanley MS Stock Holding History

Garde 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 		$241K Buy
+1,153
New +$228K 0.01% 220
2025
Q3 		– Sell
-511
Closed -$72K – 592
2025
Q2 		$72K Buy
511
+257
+101% +$31.6K ﹤0.01% 316
2025
Q1 		$29.6K Buy
+254
New +$32.7K ﹤0.01% 402
2023
Q4 		– Sell
-4,254
Closed -$347K – 290
2023
Q3 		$347K Buy
4,254
+46
+1% +$3.99K 0.03% 148
2023
Q2 		$359K Buy
+4,208
New +$360K 0.03% 172

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

Garde Capital's MS Position: Q2 2026 in Review

Garde Capital opened a new position in Morgan Stanley (MS) in Q2 2026: 1,153 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings. This is a return to the name: Garde Capital previously reported a position in MS as recently as Q2 2025.

Garde Capital first reported a position in MS in Q2 2023 and has held it in 5 quarters since. The position peaked at $359K in Q2 2023. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Garde Capital held 1,153 shares of Morgan Stanley worth $241K as of Q2 2026.
  • Morgan Stanley was a new Garde Capital position in Q2 2026.
  • Morgan Stanley made up 0.01% of Garde Capital's portfolio in Q2 2026, its #220 holding.
  • Garde Capital first reported a position in Morgan Stanley in Q2 2023 and has held it in 5 quarters since.
  • Garde Capital's Morgan Stanley position peaked at $359K in Q2 2023.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.