HCM
MS icon

Highview Capital Management’s Morgan Stanley MS Stock Holding History

Highview Capital 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 		$345K Buy
+1,649
New +$327K 0.1% 103
2022
Q1 		– Sell
-15,643
Closed -$1.54M – 115
2021
Q4 		$1.54M Buy
+15,643
New +$1.56M 1% 26

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

Highview Capital Management's MS Position: Q2 2026 in Review

Highview Capital Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,649 shares worth $345K. The stake represents 0.1% of the portfolio and ranks #103 among its holdings. This is a return to the name: Highview Capital Management previously reported a position in MS as recently as Q4 2021.

Highview Capital Management first reported a position in MS in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.54M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Highview Capital Management held 1,649 shares of Morgan Stanley worth $345K as of Q2 2026.
  • Morgan Stanley was a new Highview Capital Management position in Q2 2026.
  • Morgan Stanley made up 0.1% of Highview Capital Management's portfolio in Q2 2026, its #103 holding.
  • Highview Capital Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 2 quarters since.
  • Highview Capital Management's Morgan Stanley position peaked at $1.54M in Q4 2021.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Highview Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.