KCP
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Kera Capital Partners’s Morgan Stanley MS Stock Holding History

Kera Capital Partners’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 		$722K Buy
3,453
+468
+16% +$92.7K 0.07% 215
2026
Q1 		$491K Buy
2,985
+765
+34% +$132K 0.06% 256
2025
Q4 		$406K Buy
2,220
+961
+76% +$160K 0.05% 308
2025
Q3 		$200K Buy
+1,259
New +$186K 0.03% 403

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

Kera Capital Partners's MS Position: Q2 2026 in Review

Kera Capital Partners increased its Morgan Stanley (MS) stake by 16% in Q2 2026, buying an estimated $92.7K and bringing the position to 3,453 shares worth $722K. The position accounts for 0.07% of the portfolio, ranked #215.

Kera Capital Partners first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kera Capital Partners held 3,453 shares of Morgan Stanley worth $722K as of Q2 2026.
  • Kera Capital Partners bought 468 Morgan Stanley shares in Q2 2026, an estimated $92.7K.
  • Morgan Stanley made up 0.07% of Kera Capital Partners's portfolio in Q2 2026, its #215 holding.
  • Kera Capital Partners first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.