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IEQ Capital’s Morgan Stanley MS Stock Holding History

IEQ 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 		$16.1M Sell
77,021
-67,784
-47% -$13.4M 0.07% 248
2026
Q1 		$23.8M Buy
144,805
+33,467
+30% +$5.79M 0.11% 175
2025
Q4 		$19.8M Sell
111,338
-26,089
-19% -$4.35M 0.06% 213
2025
Q3 		$21.8M Buy
137,427
+63,795
+87% +$9.42M 0.07% 157
2025
Q2 		$10.4M Sell
73,632
-53,177
-42% -$6.53M 0.06% 243
2025
Q1 		$14.8M Buy
126,809
+27,998
+28% +$3.61M 0.12% 131
2024
Q4 		$12.4M Sell
98,811
-18,213
-16% -$2.24M 0.12% 108
2024
Q3 		$12.2M Buy
117,024
+5,795
+5% +$584K 0.15% 100
2024
Q2 		$10.8M Buy
111,229
+6,389
+6% +$608K 0.15% 98
2024
Q1 		$9.87M Buy
104,840
+3,823
+4% +$337K 0.14% 102
2023
Q4 		$9.42M Buy
101,017
+1,927
+2% +$154K 0.16% 93
2023
Q3 		$8.09M Buy
99,090
+171
+0.2% +$14.8K 0.16% 93
2023
Q2 		$8.45M Sell
98,919
-8,841
-8% -$756K 0.17% 92
2023
Q1 		$9.46M Buy
107,760
+18,815
+21% +$1.76M 0.22% 75
2022
Q4 		$7.56M Buy
88,945
+10,784
+14% +$919K 0.21% 85
2022
Q3 		$6.17M Sell
78,161
-16,280
-17% -$1.37M 0.17% 97
2022
Q2 		$7.18M Sell
94,441
-13,071
-12% -$1.07M 0.22% 76
2022
Q1 		$9.4M Buy
107,512
+4,156
+4% +$401K 0.22% 71
2021
Q4 		$10.1M Buy
103,356
+21,022
+26% +$2.09M 0.23% 64
2021
Q3 		$7.94M Buy
82,334
+1,191
+1% +$118K 0.21% 67
2021
Q2 		$7.44M Buy
81,143
+513
+0.6% +$44K 0.22% 67
2021
Q1 		$6.26M Buy
80,630
+913
+1% +$70K 0.26% 60
2020
Q4 		$5.46M Buy
79,717
+3,913
+5% +$225K 0.24% 72
2020
Q3 		$3.67M Buy
75,804
+3,230
+4% +$163K 0.2% 81
2020
Q2 		$3.5M Sell
72,574
-3,783
-5% -$159K 0.23% 72
2020
Q1 		$2.59M Buy
76,357
+63,743
+505% +$3M 0.21% 73
2019
Q4 		$621K Buy
+12,614
New +$597K 0.05% 195

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 $3.38T AUM 44.17% 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

IEQ Capital's MS Position: Q2 2026 in Review

IEQ Capital reduced its Morgan Stanley (MS) stake by 47% in Q2 2026, selling an estimated $13.4M and leaving 77,021 shares worth $16.1M. The position accounts for 0.07% of the portfolio, ranked #248.

IEQ Capital first reported a position in MS in Q4 2019 and has held it in 27 quarters since. The position peaked at $23.8M in Q1 2026. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • IEQ Capital held 77,021 shares of Morgan Stanley worth $16.1M as of Q2 2026.
  • IEQ Capital sold 67,784 Morgan Stanley shares in Q2 2026, an estimated $13.4M.
  • Morgan Stanley made up 0.07% of IEQ Capital's portfolio in Q2 2026, its #248 holding.
  • IEQ Capital first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's Morgan Stanley position peaked at $23.8M in Q1 2026.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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