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Investment Research Partners’s Morgan Stanley MS Stock Holding History

Investment Research 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 		$431K Buy
2,060
+37
+2% +$7.33K 0.15% 164
2026
Q1 		$333K Hold
2,023
– – 0.14% 170
2025
Q4 		$359K Buy
2,023
+2
+0.1% +$334 0.15% 158
2025
Q3 		$331K Buy
+2,021
New +$298K 0.15% 160

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Investment Research Partners's MS Position: Q2 2026 in Review

Investment Research Partners increased its Morgan Stanley (MS) stake by 1.8% in Q2 2026, buying an estimated $7.33K and bringing the position to 2,060 shares worth $431K. The position accounts for 0.15% of the portfolio, ranked #164.

Investment Research Partners first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,126 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Investment Research Partners held 2,060 shares of Morgan Stanley worth $431K as of Q2 2026.
  • Investment Research Partners bought 37 Morgan Stanley shares in Q2 2026, an estimated $7.33K.
  • Morgan Stanley made up 0.15% of Investment Research Partners's portfolio in Q2 2026, its #164 holding.
  • Investment Research Partners first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,126 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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