Key Capital Management
MS icon

Key Capital Management’s Morgan Stanley MS Stock Holding History

Key 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
Q3 		$4.33K Buy
23
+2
+10% +$425 ﹤0.01% 490
2026
Q2 		$4.39K Buy
21
+9
+75% +$1.78K ﹤0.01% 453
2026
Q1 		$1.98K Buy
12
+1
+9% +$173 ﹤0.01% 529
2025
Q4 		$1.95K Buy
+11
New +$1.84K ﹤0.01% 391

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Key Capital Management's MS Position: Q3 2026 in Review

Key Capital Management increased its Morgan Stanley (MS) stake by 9.5% in Q3 2026, buying an estimated $425 and bringing the position to 23 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Key Capital Management first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.39K in Q2 2026. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Key Capital Management held 23 shares of Morgan Stanley worth $4.33K as of Q3 2026.
  • Key Capital Management bought 2 Morgan Stanley shares in Q3 2026, an estimated $425.
  • Morgan Stanley made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #490 holding.
  • Key Capital Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • Key Capital Management's Morgan Stanley position peaked at $4.39K in Q2 2026.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.