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Interchange Capital Partners’s Morgan Stanley MS Stock Holding History

Interchange Capital Partners’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 		$3.05M Buy
14,583
+1,932
+15% +$383K 0.57% 34
2026
Q1 		$1.5M Sell
12,651
-2,015
-14% -$349K 0.47% 53
2025
Q4 		$2.6M Sell
14,666
-29
-0.2% -$4.84K 0.48% 36
2025
Q3 		$2.33M Buy
14,695
+1,943
+15% +$287K 0.46% 40
2025
Q2 		$1.8M Buy
12,752
+177
+1% +$21.7K 0.41% 47
2025
Q1 		$1.47M Buy
12,575
+18
+0.1% +$2.32K 0.41% 55
2024
Q4 		$1.58M Sell
12,557
-830
-6% -$102K 0.57% 48
2024
Q3 		$1.4M Sell
13,387
-198
-1% -$19.9K 0.49% 56
2024
Q2 		$1.32M Buy
13,585
+11,175
+464% +$1.06M 0.48% 55
2024
Q1 		$227K Sell
2,410
-112
-4% -$9.86K 0.15% 145
2023
Q4 		$233K Sell
2,522
-514
-17% -$41.1K 0.17% 133
2023
Q3 		$248K Buy
3,036
+152
+5% +$13.2K 0.2% 128
2023
Q2 		$246K Sell
2,884
-10,432
-78% -$892K 0.19% 127
2023
Q1 		$1.17M Buy
13,316
+10,773
+424% +$1.01M 0.63% 42
2022
Q4 		$216K Sell
2,543
-1,249
-33% -$106K 0.22% 115
2022
Q3 		$299K Sell
3,792
-682
-15% -$57.5K 0.33% 85
2022
Q2 		$340K Sell
4,474
-1,314
-23% -$108K 0.38% 83
2022
Q1 		$505K Buy
5,788
+1,305
+29% +$126K 0.52% 60
2021
Q4 		$440K Sell
4,483
-2,178
-33% -$217K 0.44% 74
2021
Q3 		$648K Sell
6,661
-230
-3% -$22.8K 1.08% 29
2021
Q2 		$631K Sell
6,891
-6,931
-50% -$594K 0.98% 33
2021
Q1 		$1.31M Sell
13,822
-229
-2% -$17.6K 0.71% 33
2020
Q4 		$962K Buy
+14,051
New +$806K 0.52% 43

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

Interchange Capital Partners's MS Position: Q2 2026 in Review

Interchange Capital Partners increased its Morgan Stanley (MS) stake by 15% in Q2 2026, buying an estimated $383K and bringing the position to 14,583 shares worth $3.05M. The position accounts for 0.57% of the portfolio, ranked #34.

Interchange Capital Partners first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Interchange Capital Partners held 14,583 shares of Morgan Stanley worth $3.05M as of Q2 2026.
  • Interchange Capital Partners bought 1,932 Morgan Stanley shares in Q2 2026, an estimated $383K.
  • Morgan Stanley made up 0.57% of Interchange Capital Partners's portfolio in Q2 2026, its #34 holding.
  • Interchange Capital Partners first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.