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Highland Capital Management (Tennessee)’s Morgan Stanley MS Stock Holding History

Highland Capital Management (Tennessee)’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 		$7.09M Sell
33,940
-100
-0.3% -$19.8K 0.33% 68
2026
Q1 		$5.6M Sell
34,040
-370
-1% -$64.1K 0.3% 78
2025
Q4 		$6.11M Sell
34,410
-1,610
-4% -$269K 0.3% 74
2025
Q3 		$5.73M Sell
36,020
-350
-1% -$51.7K 0.29% 79
2025
Q2 		$5.12M Sell
36,370
-10,022
-22% -$1.23M 0.28% 92
2025
Q1 		$5.41M Buy
46,392
+4,028
+10% +$519K 0.32% 81
2024
Q4 		$5.33M Buy
42,364
+4,561
+12% +$562K 0.3% 79
2024
Q3 		$3.94M Sell
37,803
-2,069
-5% -$208K 0.22% 114
2024
Q2 		$3.88M Sell
39,872
-3,210
-7% -$306K 0.23% 113
2024
Q1 		$4.06M Sell
43,082
-541
-1% -$47.6K 0.23% 117
2023
Q4 		$4.07M Buy
43,623
+420
+1% +$33.6K 0.25% 114
2023
Q3 		$3.53M Sell
43,203
-7,379
-15% -$641K 0.24% 122
2023
Q2 		$4.32M Buy
50,582
+330
+0.7% +$28.2K 0.28% 113
2023
Q1 		$4.41M Buy
50,252
+2,619
+5% +$244K 0.33% 102
2022
Q4 		$4.05M Sell
47,633
-230
-0.5% -$19.6K 0.29% 108
2022
Q3 		$3.78M Sell
47,863
-90
-0.2% -$7.59K 0.29% 104
2022
Q2 		$3.65M Sell
47,953
-187
-0.4% -$15.3K 0.26% 119
2022
Q1 		$4.21M Buy
48,140
+45,040
+1,453% +$4.35M 0.25% 125
2021
Q4 		$304K Sell
3,100
-500
-14% -$49.8K 0.02% 313
2021
Q3 		$350K Buy
+3,600
New +$357K 0.02% 299
2016
Q1 		– Sell
-71,141
Closed -$2.26M – 313
2015
Q4 		$2.26M Sell
71,141
-13,962
-16% -$464K 0.18% 148
2015
Q3 		$2.68M Sell
85,103
-645
-0.8% -$23.5K 0.23% 135
2015
Q2 		$3.33M Buy
+85,748
New +$3.26M 0.26% 120
2014
Q3 		– Sell
-173,408
Closed -$5.61M – 154
2014
Q2 		$5.61M Sell
173,408
-45
-0% -$1.39K 1.05% 36
2014
Q1 		$5.41M Buy
173,453
+1,055
+0.6% +$32.6K 1.05% 37
2013
Q4 		$5.41M Buy
172,398
+2,155
+1% +$64.1K 1.08% 41
2013
Q3 		$4.59M Sell
170,243
-1,610
-0.9% -$43.2K 1.01% 42
2013
Q2 		$4.2M Buy
+171,853
New +$4.08M 0.96% 41

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

Highland Capital Management (Tennessee)'s MS Position: Q2 2026 in Review

Highland Capital Management (Tennessee) reduced its Morgan Stanley (MS) stake by 0.29% in Q2 2026, selling an estimated $19.8K and leaving 33,940 shares worth $7.09M. The position accounts for 0.33% of the portfolio, ranked #68.

Highland Capital Management (Tennessee) first reported a position in MS in Q2 2013 and has held it in 28 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Highland Capital Management (Tennessee) held 33,940 shares of Morgan Stanley worth $7.09M as of Q2 2026.
  • Highland Capital Management (Tennessee) sold 100 Morgan Stanley shares in Q2 2026, an estimated $19.8K.
  • Morgan Stanley made up 0.33% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #68 holding.
  • Highland Capital Management (Tennessee) first reported a position in Morgan Stanley in Q2 2013 and has held it in 28 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.