J.M. Arbour’s Morgan Stanley MS Stock Holding History

J.M. Arbour’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	$758K	Buy	3,627 +600	+20%	+$119K	0.65%	56
2026 Q1	$498K	Sell	3,027 -113	-4%	-$19.6K	0.48%	69
2025 Q4	$557K	Buy	+3,140	New	+$524K	0.56%	61

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

J.M. Arbour's MS Position: Q2 2026 in Review

J.M. Arbour increased its Morgan Stanley (MS) stake by 20% in Q2 2026, buying an estimated $119K and bringing the position to 3,627 shares worth $758K. The position accounts for 0.65% of the portfolio, ranked #56.

J.M. Arbour first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,746 funds tracked by Wall St. Rank hold MS as of Q2 2026.

J.M. Arbour held 3,627 shares of Morgan Stanley worth $758K as of Q2 2026.
J.M. Arbour bought 600 Morgan Stanley shares in Q2 2026, an estimated $119K.
Morgan Stanley made up 0.65% of J.M. Arbour's portfolio in Q2 2026, its #56 holding.
J.M. Arbour first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,746 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on J.M. Arbour's 13F filing for Q2 2026, filed 14 Aug 2026.