Interval Partners’s Morgan Stanley MS Stock Holding History

Interval 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
2025 Q4	–	Sell	-31,700	Closed	-$5.04M	–	423
2025 Q3	$5.04M	Buy	+31,700	New	+$4.68M	0.08%	222
2025 Q1	–	Sell	-32,000	Closed	-$4.02M	–	457
2024 Q4	$4.02M	Buy	+32,000	New	+$3.94M	0.08%	204
2023 Q4	–	Sell	-600	Closed	-$4.9M	–	349
2023 Q3	$4.9M	Buy	+600	New	+$52.1K	0.15%	151
2021 Q4	–	Sell	-62,500	Closed	-$6.08M	–	308
2021 Q3	$6.08M	Buy	+62,500	New	+$6.19M	0.25%	111
2021 Q2	–	Sell	-80,000	Closed	-$6.21M	–	319
2021 Q1	$6.21M	Buy	+80,000	New	+$6.13M	0.24%	116
2020 Q4	–	Sell	-140,000	Closed	-$6.77M	–	292
2020 Q3	$6.77M	Buy	140,000 +60,000	+75%	+$3.02M	0.38%	68
2020 Q2	$3.86M	Buy	+80,000	New	+$3.36M	0.24%	92
2019 Q2	–	Sell	-100,000	Closed	-$4.22M	–	245
2019 Q1	$4.22M	Buy	+100,000	New	+$4.21M	0.16%	117
2017 Q2	–	Sell	-30,000	Closed	-$1.28M	–	226
2017 Q1	$1.28M	Buy	+30,000	New	+$1.33M	0.06%	166
2016 Q3	–	Sell	-100,000	Closed	-$2.6M	–	174
2016 Q2	$2.6M	Buy	+100,000	New	+$2.62M	0.18%	104
2015 Q4	–	Sell	-30,000	Closed	-$945K	–	180
2015 Q3	$945K	Buy	+30,000	New	+$1.09M	0.12%	119

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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. 2,730 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.
2,730 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.