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Investment Partners’s Morgan Stanley MS Stock Holding History

Investment 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 		$462K Buy
2,209
+132
+6% +$26.1K 0.14% 119
2026
Q1 		$342K Buy
2,077
+2
+0.1% +$346 0.12% 126
2025
Q4 		$368K Buy
2,075
+3
+0.1% +$500 0.13% 119
2025
Q3 		$329K Buy
2,072
+2
+0.1% +$295 0.12% 126
2025
Q2 		$292K Buy
2,070
+3
+0.1% +$368 0.11% 133
2025
Q1 		$241K Buy
2,067
+3
+0.1% +$387 0.1% 139
2024
Q4 		$259K Sell
2,064
-39
-2% -$4.8K 0.11% 135
2024
Q3 		$219K Buy
2,103
+5
+0.2% +$504 0.09% 140
2024
Q2 		$204K Buy
+2,098
New +$200K 0.09% 137
2022
Q4 		– Sell
-4,342
Closed -$343K – 207
2022
Q3 		$343K Buy
+4,342
New +$366K 0.1% 174
2022
Q2 		– Sell
-2,392
Closed -$209K – 159
2022
Q1 		$209K Buy
2,392
+4
+0.2% +$386 0.09% 163
2021
Q4 		$234K Buy
+2,388
New +$238K 0.1% 154

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

Investment Partners's MS Position: Q2 2026 in Review

Investment Partners increased its Morgan Stanley (MS) stake by 6.4% in Q2 2026, buying an estimated $26.1K and bringing the position to 2,209 shares worth $462K. The position accounts for 0.14% of the portfolio, ranked #119.

Investment Partners first reported a position in MS in Q4 2021 and has held it in 12 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Investment Partners held 2,209 shares of Morgan Stanley worth $462K as of Q2 2026.
  • Investment Partners bought 132 Morgan Stanley shares in Q2 2026, an estimated $26.1K.
  • Morgan Stanley made up 0.14% of Investment Partners's portfolio in Q2 2026, its #119 holding.
  • Investment Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 12 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.