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Inscription Capital’s Morgan Stanley MS Stock Holding History

Inscription 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 		$2.03M Buy
9,691
+2,376
+32% +$471K 0.18% 99
2026
Q1 		$1.2M Buy
7,315
+362
+5% +$62.7K 0.13% 149
2025
Q4 		$1.23M Sell
6,953
-74
-1% -$12.3K 0.13% 146
2025
Q3 		$1.12M Buy
7,027
+2,166
+45% +$320K 0.12% 165
2025
Q2 		$685K Sell
4,861
-2,017
-29% -$248K 0.1% 147
2025
Q1 		$648K Buy
+6,878
New +$886K 0.11% 144
2024
Q3 		$724K Buy
6,942
+56
+0.8% +$5.64K 0.11% 143
2024
Q2 		$669K Buy
6,886
+8
+0.1% +$762 0.11% 140
2024
Q1 		$648K Buy
+6,878
New +$606K 0.11% 144
2021
Q3 		– Sell
-13,187
Closed -$1.21M – 329
2021
Q2 		$1.21M Buy
+13,187
New +$1.13M 0.14% 120
2020
Q1 		– Sell
-21,359
Closed -$1.09M – 150
2019
Q4 		$1.09M Buy
21,359
+4,542
+27% +$215K 0.48% 54
2019
Q3 		$718K Buy
+16,817
New +$719K 0.39% 68

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

Inscription Capital's MS Position: Q2 2026 in Review

Inscription Capital increased its Morgan Stanley (MS) stake by 32% in Q2 2026, buying an estimated $471K and bringing the position to 9,691 shares worth $2.03M. The position accounts for 0.18% of the portfolio, ranked #99.

Inscription Capital first reported a position in MS in Q3 2019 and has held it in 12 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Inscription Capital held 9,691 shares of Morgan Stanley worth $2.03M as of Q2 2026.
  • Inscription Capital bought 2,376 Morgan Stanley shares in Q2 2026, an estimated $471K.
  • Morgan Stanley made up 0.18% of Inscription Capital's portfolio in Q2 2026, its #99 holding.
  • Inscription Capital first reported a position in Morgan Stanley in Q3 2019 and has held it in 12 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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