Kovitz Investment Group Partners
MS icon

Kovitz Investment Group Partners’s Morgan Stanley MS Stock Holding History

Kovitz Investment Group 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
2022
Q2 		– Sell
-851
Closed -$731K – 419
2022
Q1 		$731K Buy
851
+442
+108% +$42.6K 0.01% 316
2021
Q4 		$1.59M Hold
409
– – 0.04% 229
2021
Q3 		$1.58M Sell
409
-132
-24% -$13.1K 0.03% 255
2021
Q2 		$1.8M Sell
541
-1,263
-70% -$108K 0.04% 250
2021
Q1 		$1.26M Buy
1,804
+1,354
+301% +$104K 0.03% 258
2020
Q4 		$737K Buy
+450
New +$25.8K 0.02% 308

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Vanguard Capital Management
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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

Kovitz Investment Group Partners's MS Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Morgan Stanley (MS) stake by 141% in Q2 2026, buying an estimated $13.5M and bringing the position to 116,631 shares worth $24.4M. The position accounts for 0.54% of the portfolio, ranked #47.

Kovitz Investment Group Partners first reported a position in MS in Q3 2017 and has held it in 32 quarters since. The position peaked at $36.1M in Q3 2025. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kovitz Investment Group Partners held 116,631 shares of Morgan Stanley worth $24.4M as of Q2 2026.
  • Kovitz Investment Group Partners bought 68,273 Morgan Stanley shares in Q2 2026, an estimated $13.5M.
  • Morgan Stanley made up 0.54% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #47 holding.
  • Kovitz Investment Group Partners first reported a position in Morgan Stanley in Q3 2017 and has held it in 32 quarters since.
  • Kovitz Investment Group Partners's Morgan Stanley position peaked at $36.1M in Q3 2025.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.