Interval Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.7M | Sell |
51,020
-39,782
| -44% | -$7.88M | 0.28% | 110 |
|
|
2026
Q1 | $14.9M | Sell |
90,802
-35,523
| -28% | -$6.15M | 0.39% | 75 |
|
|
2025
Q4 | $22.4M | Sell |
126,325
-40,661
| -24% | -$6.78M | 0.4% | 75 |
|
|
2025
Q3 | $26.5M | Buy |
166,986
+97,038
| +139% | +$14.3M | 0.43% | 55 |
|
|
2025
Q2 | $9.85M | Buy |
+69,948
| New | +$8.59M | 0.17% | 139 |
|
|
2024
Q4 | – | Sell |
-26,471
| Closed | -$3.26M | – | 424 |
|
|
2024
Q3 | $2.76M | Sell |
26,471
-38,232
| -59% | -$3.85M | 0.06% | 240 |
|
|
2024
Q2 | $6.29M | Buy |
+64,703
| New | +$6.16M | 0.14% | 157 |
|
|
2022
Q4 | – | Sell |
-69,876
| Closed | -$5.52M | – | 289 |
|
|
2022
Q3 | $5.52M | Sell |
69,876
-32,378
| -32% | -$2.73M | 0.24% | 116 |
|
|
2022
Q2 | $7.78M | Buy |
+102,254
| New | +$8.38M | 0.4% | 82 |
|
|
2020
Q3 | – | Sell |
-12,786
| Closed | -$644K | – | 281 |
|
|
2020
Q2 | $618K | Buy |
+12,786
| New | +$537K | 0.04% | 199 |
|
|
2020
Q1 | – | Sell |
-87,228
| Closed | -$4.46M | – | 240 |
|
|
2019
Q4 | $4.46M | Buy |
87,228
+30,022
| +52% | +$1.42M | 0.16% | 143 |
|
|
2019
Q3 | $2.44M | Sell |
57,206
-30,631
| -35% | -$1.31M | 0.1% | 167 |
|
|
2019
Q2 | $3.85M | Sell |
87,837
-226,644
| -72% | -$10.1M | 0.15% | 131 |
|
|
2019
Q1 | $13.3M | Buy |
314,481
+231,565
| +279% | +$9.74M | 0.51% | 54 |
|
|
2018
Q4 | $3.29M | Buy |
82,916
+10,298
| +14% | +$449K | 0.18% | 112 |
|
|
2018
Q3 | $3.38M | Sell |
72,618
-43,826
| -38% | -$2.14M | 0.14% | 138 |
|
|
2018
Q2 | $5.52M | Sell |
116,444
-18,425
| -14% | -$963K | 0.21% | 120 |
|
|
2018
Q1 | $7.28M | Buy |
134,869
+16,901
| +14% | +$936K | 0.33% | 85 |
|
|
2017
Q4 | $6.19M | Buy |
+117,968
| New | +$5.97M | 0.26% | 101 |
|
|
2017
Q2 | – | Sell |
-143,223
| Closed | -$6.18M | – | 227 |
|
|
2017
Q1 | $6.14M | Sell |
143,223
-38,061
| -21% | -$1.69M | 0.3% | 103 |
|
|
2016
Q4 | $7.66M | Buy |
181,284
+49,308
| +37% | +$1.86M | 0.46% | 68 |
|
|
2016
Q3 | $4.23M | Buy |
131,976
+120,976
| +1,100% | +$3.61M | 0.27% | 89 |
|
|
2016
Q2 | $286K | Buy |
+11,000
| New | +$288K | 0.02% | 135 |
|
|
2015
Q4 | – | Sell |
-61,911
| Closed | -$1.95M | – | 181 |
|
|
2015
Q3 | $1.95M | Buy |
61,911
+41,911
| +210% | +$1.53M | 0.25% | 92 |
|
|
2015
Q2 | $776K | Buy |
+20,000
| New | +$761K | 0.08% | 133 |
|
Other funds holding MS
Interval Partners's MS Position: Q2 2026 in Review
Interval Partners reduced its Morgan Stanley (MS) stake by 44% in Q2 2026, selling an estimated $7.88M and leaving 51,020 shares worth $10.7M. The position accounts for 0.28% of the portfolio, ranked #110.
Interval Partners first reported a position in MS in Q2 2015 and has held it in 25 quarters since. The position peaked at $26.5M in Q3 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Interval Partners held 51,020 shares of Morgan Stanley worth $10.7M as of Q2 2026.
- Interval Partners sold 39,782 Morgan Stanley shares in Q2 2026, an estimated $7.88M.
- Morgan Stanley made up 0.28% of Interval Partners's portfolio in Q2 2026, its #110 holding.
- Interval Partners first reported a position in Morgan Stanley in Q2 2015 and has held it in 25 quarters since.
- Interval Partners's Morgan Stanley position peaked at $26.5M in Q3 2025.
- 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.