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INVST’s Morgan Stanley MS Stock Holding History

INVST’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 		$207K Buy
+988
New +$196K 0.02% 333
2021
Q4 		– Sell
-4,346
Closed -$423K – 207
2021
Q3 		$423K Buy
4,346
+267
+7% +$26.5K 0.07% 122
2021
Q2 		$372K Buy
4,079
+949
+30% +$81.4K 0.06% 129
2021
Q1 		$258K Buy
+3,130
New +$240K 0.04% 166

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 $3.38T AUM 44.17% 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

INVST's MS Position: Q2 2026 in Review

INVST opened a new position in Morgan Stanley (MS) in Q2 2026: 988 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #333 among its holdings. This is a return to the name: INVST previously reported a position in MS as recently as Q3 2021.

INVST first reported a position in MS in Q1 2021 and has held it in 4 quarters since. The position peaked at $423K in Q3 2021. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • INVST held 988 shares of Morgan Stanley worth $207K as of Q2 2026.
  • Morgan Stanley was a new INVST position in Q2 2026.
  • Morgan Stanley made up 0.02% of INVST's portfolio in Q2 2026, its #333 holding.
  • INVST first reported a position in Morgan Stanley in Q1 2021 and has held it in 4 quarters since.
  • INVST's Morgan Stanley position peaked at $423K in Q3 2021.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.