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Keel Point’s Morgan Stanley MS Stock Holding History

Keel Point’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 		$1.08M Sell
5,153
-188
-4% -$37.2K 0.06% 167
2026
Q1 		$879K Sell
5,341
-1,748
-25% -$303K 0.06% 187
2025
Q4 		$1.26M Buy
7,089
+4
+0.1% +$667 0.08% 161
2025
Q3 		$1.13M Buy
7,085
+211
+3% +$31.2K 0.07% 167
2025
Q2 		$968K Buy
6,874
+976
+17% +$120K 0.06% 178
2025
Q1 		$688K Buy
5,898
+633
+12% +$81.6K 0.05% 193
2024
Q4 		$662K Buy
5,265
+803
+18% +$98.9K 0.05% 191
2024
Q3 		$465K Buy
4,462
+66
+2% +$6.65K 0.04% 252
2024
Q2 		$425K Buy
4,396
+1,409
+47% +$134K 0.04% 260
2024
Q1 		$281K Buy
2,987
+642
+27% +$56.5K 0.03% 295
2023
Q4 		$219K Sell
2,345
-516
-18% -$41.3K 0.03% 318
2023
Q3 		$234K Sell
2,861
-264
-8% -$22.9K 0.03% 272
2023
Q2 		$267K Buy
3,125
+381
+14% +$32.6K 0.04% 264
2023
Q1 		$241K Buy
+2,744
New +$256K 0.03% 262

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

Keel Point's MS Position: Q2 2026 in Review

Keel Point reduced its Morgan Stanley (MS) stake by 3.5% in Q2 2026, selling an estimated $37.2K and leaving 5,153 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #167.

Keel Point first reported a position in MS in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.26M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Keel Point held 5,153 shares of Morgan Stanley worth $1.08M as of Q2 2026.
  • Keel Point sold 188 Morgan Stanley shares in Q2 2026, an estimated $37.2K.
  • Morgan Stanley made up 0.06% of Keel Point's portfolio in Q2 2026, its #167 holding.
  • Keel Point first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • Keel Point's Morgan Stanley position peaked at $1.26M in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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