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JM2 Capital’s Morgan Stanley MS Stock Holding History

JM2 Capital’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 		$613K Sell
2,934
-22
-0.7% -$4.36K 0.42% 60
2026
Q1 		$486K Buy
2,956
+13
+0.4% +$2.25K 0.4% 66
2025
Q4 		$523K Buy
+2,943
New +$491K 0.42% 64

Other funds holding MS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JM2 Capital's MS Position: Q2 2026 in Review

JM2 Capital reduced its Morgan Stanley (MS) stake by 0.74% in Q2 2026, selling an estimated $4.36K and leaving 2,934 shares worth $613K. The position accounts for 0.42% of the portfolio, ranked #60.

JM2 Capital first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 1,609 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • JM2 Capital held 2,934 shares of Morgan Stanley worth $613K as of Q2 2026.
  • JM2 Capital sold 22 Morgan Stanley shares in Q2 2026, an estimated $4.36K.
  • Morgan Stanley made up 0.42% of JM2 Capital's portfolio in Q2 2026, its #60 holding.
  • JM2 Capital first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.