IP
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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
2026
Q2 		$6.81M Sell
32,600
-9,200
-22% -$1.82M 0.18% 163
2026
Q1 		$6.88M Sell
41,800
-28,200
-40% -$4.88M 0.18% 128
2025
Q4 		$12.4M Buy
70,000
+6,500
+10% +$1.08M 0.22% 114
2025
Q3 		$10.1M Buy
63,500
+36,600
+136% +$5.4M 0.16% 131
2025
Q2 		$3.79M Sell
26,900
-5,000
-16% -$614K 0.06% 227
2025
Q1 		$3.72M Sell
31,900
-53,300
-63% -$6.87M 0.08% 215
2024
Q4 		$10.7M Buy
+85,200
New +$10.5M 0.21% 108
2023
Q4 		– Sell
-400
Closed -$3.27M – 350
2023
Q3 		$3.27M Sell
400
-49,600
-99% -$4.31M 0.1% 192
2023
Q2 		$4.27M Buy
50,000
+10,000
+25% +$855K 0.15% 136
2023
Q1 		$3.51M Buy
+40,000
New +$3.73M 0.14% 159
2022
Q4 		– Sell
-30,000
Closed -$2.37M – 290
2022
Q3 		$2.37M Hold
30,000
– – 0.1% 188
2022
Q2 		$2.28M Sell
30,000
-79,900
-73% -$6.54M 0.12% 169
2022
Q1 		$9.61M Buy
109,900
+69,900
+175% +$6.74M 0.47% 61
2021
Q4 		$3.93M Sell
40,000
-35,000
-47% -$3.49M 0.17% 134
2021
Q3 		$7.3M Buy
75,000
+10,000
+15% +$991K 0.3% 95
2021
Q2 		$5.96M Sell
65,000
-15,000
-19% -$1.29M 0.25% 113
2021
Q1 		$6.21M Buy
80,000
+40,000
+100% +$3.07M 0.24% 117
2020
Q4 		$2.74M Buy
+40,000
New +$2.3M 0.12% 151
2020
Q1 		– Sell
-60,000
Closed -$3.07M – 241
2019
Q4 		$3.07M Buy
+60,000
New +$2.84M 0.11% 165
2019
Q3 		– Sell
-50,000
Closed -$2.19M – 241
2019
Q2 		$2.19M Buy
+50,000
New +$2.23M 0.09% 156
2017
Q3 		– Sell
-60,000
Closed -$2.67M – 218
2017
Q2 		$2.67M Buy
+60,000
New +$2.59M 0.12% 165

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

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.