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Ingalls & Snyder LLC’s Morgan Stanley MS Stock Holding History

Ingalls & Snyder LLC’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 		$236K Buy
+1,127
New +$223K 0.01% 409
2020
Q1 		– Sell
-13,521
Closed -$691K – 430
2019
Q4 		$691K Buy
13,521
+4,137
+44% +$196K 0.04% 236
2019
Q3 		$400K Hold
9,384
– – 0.02% 316
2019
Q2 		$411K Hold
9,384
– – 0.02% 314
2019
Q1 		$396K Buy
9,384
+1,000
+12% +$42.1K 0.02% 311
2018
Q4 		$332K Buy
+8,384
New +$366K 0.02% 321

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

Ingalls & Snyder LLC's MS Position: Q2 2026 in Review

Ingalls & Snyder LLC opened a new position in Morgan Stanley (MS) in Q2 2026: 1,127 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: Ingalls & Snyder LLC previously reported a position in MS as recently as Q4 2019.

Ingalls & Snyder LLC first reported a position in MS in Q4 2018 and has held it in 6 quarters since. The position peaked at $691K in Q4 2019. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ingalls & Snyder LLC held 1,127 shares of Morgan Stanley worth $236K as of Q2 2026.
  • Morgan Stanley was a new Ingalls & Snyder LLC position in Q2 2026.
  • Morgan Stanley made up 0.01% of Ingalls & Snyder LLC's portfolio in Q2 2026, its #409 holding.
  • Ingalls & Snyder LLC first reported a position in Morgan Stanley in Q4 2018 and has held it in 6 quarters since.
  • Ingalls & Snyder LLC's Morgan Stanley position peaked at $691K in Q4 2019.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2026, filed 14 Aug 2026.