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Klingman & Associates’s Morgan Stanley MS Stock Holding History

Klingman & Associates’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 		$1.27M Sell
6,070
-709
-10% -$140K 0.05% 124
2026
Q1 		$1.12M Buy
6,779
+216
+3% +$37.4K 0.05% 125
2025
Q4 		$1.17M Buy
6,563
+84
+1% +$14K 0.06% 118
2025
Q3 		$1.03M Buy
6,479
+2,273
+54% +$336K 0.05% 120
2025
Q2 		$592K Buy
4,206
+1,130
+37% +$139K 0.03% 155
2025
Q1 		$359K Buy
3,076
+162
+6% +$20.9K 0.02% 198
2024
Q4 		$366K Buy
2,914
+492
+20% +$60.6K 0.02% 186
2024
Q3 		$252K Buy
2,422
+71
+3% +$7.15K 0.02% 238
2024
Q2 		$228K Buy
2,351
+145
+7% +$13.8K 0.02% 226
2024
Q1 		$208K Buy
+2,206
New +$194K 0.01% 229
2016
Q4 		– Sell
-1,694
Closed -$54K – 236
2016
Q3 		$54K Hold
1,694
– – 0.02% 180
2016
Q2 		$44K Hold
1,694
– – 0.01% 200
2016
Q1 		$42K Hold
1,694
– – 0.02% 200
2015
Q4 		$54K Hold
1,694
– – 0.02% 204
2015
Q3 		$53K Hold
1,694
– – 0.02% 204
2015
Q2 		$66K Hold
1,694
– – 0.03% 167
2015
Q1 		$60K Hold
1,694
– – 0.02% 163
2014
Q4 		$65K Buy
+1,694
New +$60.3K 0.03% 162

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

Klingman & Associates's MS Position: Q2 2026 in Review

Klingman & Associates reduced its Morgan Stanley (MS) stake by 10% in Q2 2026, selling an estimated $140K and leaving 6,070 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #124.

Klingman & Associates first reported a position in MS in Q4 2014 and has held it in 18 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Klingman & Associates held 6,070 shares of Morgan Stanley worth $1.27M as of Q2 2026.
  • Klingman & Associates sold 709 Morgan Stanley shares in Q2 2026, an estimated $140K.
  • Morgan Stanley made up 0.05% of Klingman & Associates's portfolio in Q2 2026, its #124 holding.
  • Klingman & Associates first reported a position in Morgan Stanley in Q4 2014 and has held it in 18 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.