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Kanawha Capital Management’s Morgan Stanley MS Stock Holding History

Kanawha Capital Management’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 		$311K Buy
1,487
+29
+2% +$5.74K 0.02% 198
2026
Q1 		$240K Sell
1,458
-456
-24% -$78.9K 0.02% 206
2025
Q4 		$340K Hold
1,914
– – 0.02% 181
2025
Q3 		$304K Hold
1,914
– – 0.02% 185
2025
Q2 		$270K Sell
1,914
-12
-0.6% -$1.47K 0.02% 189
2025
Q1 		$225K Buy
1,926
+12
+0.6% +$1.55K 0.02% 204
2024
Q4 		$241K Sell
1,914
-66
-3% -$8.13K 0.02% 199
2024
Q3 		$206K Sell
1,980
-78
-4% -$7.86K 0.02% 226
2024
Q2 		$200K Buy
+2,058
New +$196K 0.02% 227

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

Kanawha Capital Management's MS Position: Q2 2026 in Review

Kanawha Capital Management increased its Morgan Stanley (MS) stake by 2% in Q2 2026, buying an estimated $5.74K and bringing the position to 1,487 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #198.

Kanawha Capital Management first reported a position in MS in Q2 2024 and has held it in 9 quarters since. The position peaked at $340K in Q4 2025. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kanawha Capital Management held 1,487 shares of Morgan Stanley worth $311K as of Q2 2026.
  • Kanawha Capital Management bought 29 Morgan Stanley shares in Q2 2026, an estimated $5.74K.
  • Morgan Stanley made up 0.02% of Kanawha Capital Management's portfolio in Q2 2026, its #198 holding.
  • Kanawha Capital Management first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • Kanawha Capital Management's Morgan Stanley position peaked at $340K in Q4 2025.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kanawha Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.