KG&L Capital Management’s Morgan Stanley MS Stock Holding History

KG&L 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	$206K	Buy	+987	New	+$195K	0.12%	135
2023 Q4	–	Sell	-3,605	Closed	-$294K	–	177
2023 Q3	$294K	Sell	3,605 -1,159	-24%	-$101K	0.14%	121
2023 Q2	$407K	Sell	4,764 -546	-10%	-$46.7K	0.2%	93
2023 Q1	$466K	Buy	5,310 +2,084	+65%	+$194K	0.24%	81
2022 Q4	$274K	Sell	3,226 -1,425	-31%	-$121K	0.16%	107
2022 Q3	$367K	Sell	4,651 -585	-11%	-$49.3K	0.21%	89
2022 Q2	$398K	Buy	5,236 +2,079	+66%	+$170K	0.21%	87
2022 Q1	$276K	Buy	+3,157	New	+$305K	0.12%	116

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

KG&L Capital Management's MS Position: Q2 2026 in Review

KG&L Capital Management opened a new position in Morgan Stanley (MS) in Q2 2026: 987 shares worth $206K. The stake represents 0.12% of the portfolio and ranks #135 among its holdings. This is a return to the name: KG&L Capital Management previously reported a position in MS as recently as Q3 2023.

KG&L Capital Management first reported a position in MS in Q1 2022 and has held it in 8 quarters since. The position peaked at $466K in Q1 2023. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

KG&L Capital Management held 987 shares of Morgan Stanley worth $206K as of Q2 2026.
Morgan Stanley was a new KG&L Capital Management position in Q2 2026.
Morgan Stanley made up 0.12% of KG&L Capital Management's portfolio in Q2 2026, its #135 holding.
KG&L Capital Management first reported a position in Morgan Stanley in Q1 2022 and has held it in 8 quarters since.
KG&L Capital Management's Morgan Stanley position peaked at $466K in Q1 2023.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.