Independent Investors Inc’s Morgan Stanley MS Stock Holding History

Independent Investors Inc’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	$1.37M	Sell	6,533 -250	-4%	-$49.5K	0.26%	41
2026 Q1	$1.12M	Sell	6,783 -200	-3%	-$34.6K	0.22%	44
2025 Q4	$1.24M	Hold	6,983	–	–	0.23%	43
2025 Q3	$1.11M	Hold	6,983	–	–	0.21%	44
2025 Q2	$984K	Hold	6,983	–	–	0.21%	46
2025 Q1	$815K	Sell	6,983 -500	-7%	-$64.4K	0.17%	50
2024 Q4	$941K	Hold	7,483	–	–	0.19%	43
2024 Q3	$780K	Hold	7,483	–	–	0.16%	51
2024 Q2	$727K	Hold	7,483	–	–	0.16%	47
2024 Q1	$705K	Hold	7,483	–	–	0.17%	50
2023 Q4	$698K	Sell	7,483 -133	-2%	-$10.6K	0.16%	48
2023 Q3	$622K	Hold	7,616	–	–	0.16%	49
2023 Q2	$650K	Sell	7,616 -600	-7%	-$51.3K	0.15%	48
2023 Q1	$721K	Hold	8,216	–	–	0.18%	48
2022 Q4	$699K	Hold	8,216	–	–	0.19%	50
2022 Q3	$649K	Hold	8,216	–	–	0.18%	49
2022 Q2	$625K	Hold	8,216	–	–	0.17%	50
2022 Q1	$718K	Hold	8,216	–	–	0.16%	53
2021 Q4	$806K	Sell	8,216 -500	-6%	-$49.8K	0.17%	50
2021 Q3	$848K	Buy	8,716 +500	+6%	+$49.5K	0.21%	50
2021 Q2	$753K	Hold	8,216	–	–	0.19%	53
2021 Q1	$638K	Buy	8,216 +100	+1%	+$7.66K	0.17%	56
2020 Q4	$556K	Buy	8,116 +1,000	+14%	+$57.4K	0.15%	58
2020 Q3	$344K	Hold	7,116	–	–	0.1%	63
2020 Q2	$343K	Hold	7,116	–	–	0.12%	62
2020 Q1	$241K	Hold	7,116	–	–	0.1%	68
2019 Q4	$363K	Buy	7,116 +100	+1%	+$4.73K	0.12%	65
2019 Q3	$299K	Buy	+7,016	New	+$300K	0.11%	67
2018 Q2	–	Sell	-4,150	Closed	-$223K	–	82
2018 Q1	$223K	Sell	4,150 -500	-11%	-$27.7K	0.09%	80
2017 Q4	$243K	Hold	4,650	–	–	0.09%	79
2017 Q3	$223K	Hold	4,650	–	–	0.09%	78
2017 Q2	$207K	Sell	4,650 -900	-16%	-$38.8K	0.09%	77
2017 Q1	$237K	Hold	5,550	–	–	0.1%	77
2016 Q4	$234K	Buy	+5,550	New	+$210K	0.11%	76
2015 Q4	–	Sell	-18,300	Closed	-$576K	–	80
2015 Q3	$576K	Buy	18,300 +400	+2%	+$14.6K	0.29%	64
2015 Q2	$694K	Hold	17,900	–	–	0.31%	61
2015 Q1	$638K	Buy	17,900 +1,700	+10%	+$61K	0.29%	64
2014 Q4	$628K	Sell	16,200 -700	-4%	-$24.9K	0.28%	66
2014 Q3	$584K	Hold	16,900	–	–	0.26%	65
2014 Q2	$546K	Hold	16,900	–	–	0.25%	70
2014 Q1	$526K	Buy	16,900 +1,200	+8%	+$37.1K	0.25%	70
2013 Q4	$492K	Buy	15,700 +500	+3%	+$14.9K	0.24%	73
2013 Q3	$409K	Sell	15,200 -875	-5%	-$23.5K	0.22%	74
2013 Q2	$392K	Buy	+16,075	New	+$381K	0.22%	80

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Independent Investors Inc's MS Position: Q2 2026 in Review

Independent Investors Inc reduced its Morgan Stanley (MS) stake by 3.7% in Q2 2026, selling an estimated $49.5K and leaving 6,533 shares worth $1.37M. The position accounts for 0.26% of the portfolio, ranked #41.

Independent Investors Inc first reported a position in MS in Q2 2013 and has held it in 44 quarters since. 2,615 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Independent Investors Inc held 6,533 shares of Morgan Stanley worth $1.37M as of Q2 2026.
Independent Investors Inc sold 250 Morgan Stanley shares in Q2 2026, an estimated $49.5K.
Morgan Stanley made up 0.26% of Independent Investors Inc's portfolio in Q2 2026, its #41 holding.
Independent Investors Inc first reported a position in Morgan Stanley in Q2 2013 and has held it in 44 quarters since.
2,615 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Independent Investors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.