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 Q1	$6.88M	Sell	41,800 -28,200	-40%	-$4.88M	0.24%	128
2025 Q4	$12.4M	Buy	70,000 +6,500	+10%	+$1.08M	0.29%	114
2025 Q3	$10.1M	Buy	63,500 +36,600	+136%	+$5.4M	0.22%	131
2025 Q2	$3.79M	Sell	26,900 -5,000	-16%	-$614K	0.09%	227
2025 Q1	$3.72M	Sell	31,900 -53,300	-63%	-$6.87M	0.13%	215
2024 Q4	$10.7M	Buy	+85,200	New	+$10.5M	0.27%	108
2023 Q4	–	Sell	-400	Closed	-$3.27M	–	395
2023 Q3	$3.27M	Sell	400 -49,600	-99%	-$4.31M	0.13%	192
2023 Q2	$4.27M	Buy	50,000 +10,000	+25%	+$855K	0.21%	136
2023 Q1	$3.51M	Buy	+40,000	New	+$3.73M	0.2%	159
2022 Q4	–	Sell	-30,000	Closed	-$2.37M	–	310
2022 Q3	$2.37M	Hold	30,000	–	–	0.14%	188
2022 Q2	$2.28M	Sell	30,000 -79,900	-73%	-$6.54M	0.16%	169
2022 Q1	$9.61M	Buy	109,900 +69,900	+175%	+$6.74M	0.72%	61
2021 Q4	$3.93M	Sell	40,000 -35,000	-47%	-$3.49M	0.27%	134
2021 Q3	$7.3M	Buy	75,000 +10,000	+15%	+$991K	0.43%	95
2021 Q2	$5.96M	Sell	65,000 -15,000	-19%	-$1.29M	0.36%	113
2021 Q1	$6.21M	Buy	80,000 +40,000	+100%	+$3.07M	0.41%	117
2020 Q4	$2.74M	Buy	+40,000	New	+$2.3M	0.16%	151
2020 Q1	–	Sell	-60,000	Closed	-$3.07M	–	264
2019 Q4	$3.07M	Buy	+60,000	New	+$2.84M	0.15%	165
2019 Q3	–	Sell	-50,000	Closed	-$2.19M	–	259
2019 Q2	$2.19M	Buy	+50,000	New	+$2.23M	0.12%	156
2017 Q3	–	Sell	-60,000	Closed	-$2.67M	–	243
2017 Q2	$2.67M	Buy	+60,000	New	+$2.59M	0.18%	165

Other funds holding MS

Mitsubishi UFJ Financial Group

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return