KIG
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Kennedy Investment Group’s Morgan Stanley MS Stock Holding History

Kennedy Investment Group’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 		$358K Buy
1,715
+13
+0.8% +$2.57K 0.12% 112
2026
Q1 		$280K Buy
1,702
+6
+0.4% +$1.04K 0.11% 118
2025
Q4 		$301K Buy
1,696
+7
+0.4% +$1.17K 0.11% 115
2025
Q3 		$269K Buy
1,689
+7
+0.4% +$1.03K 0.11% 119
2025
Q2 		$237K Buy
+1,682
New +$207K 0.1% 120
2024
Q1 		– Sell
-2,612
Closed -$244K – 125
2023
Q4 		$244K Buy
2,612
+11
+0.4% +$880 0.14% 105
2023
Q3 		$212K Buy
2,601
+10
+0.4% +$868 0.13% 108
2023
Q2 		$221K Buy
+2,591
New +$222K 0.13% 107

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

Kennedy Investment Group's MS Position: Q2 2026 in Review

Kennedy Investment Group increased its Morgan Stanley (MS) stake by 0.76% in Q2 2026, buying an estimated $2.57K and bringing the position to 1,715 shares worth $358K. The position accounts for 0.12% of the portfolio, ranked #112.

Kennedy Investment Group first reported a position in MS in Q2 2023 and has held it in 8 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kennedy Investment Group held 1,715 shares of Morgan Stanley worth $358K as of Q2 2026.
  • Kennedy Investment Group bought 13 Morgan Stanley shares in Q2 2026, an estimated $2.57K.
  • Morgan Stanley made up 0.12% of Kennedy Investment Group's portfolio in Q2 2026, its #112 holding.
  • Kennedy Investment Group first reported a position in Morgan Stanley in Q2 2023 and has held it in 8 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.