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Longfellow Investment Management’s Morgan Stanley MS Stock Holding History

Longfellow Investment 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 		$1.37M Sell
6,532
-1,353
-17% -$268K 0.28% 73
2026
Q1 		$1.3M Hold
7,885
– – 0.27% 68
2025
Q4 		$1.4M Hold
7,885
– – 0.32% 50
2025
Q3 		$1.25M Sell
7,885
-2,040
-21% -$301K 0.3% 54
2025
Q2 		$1.4M Sell
9,925
-1,374
-12% -$169K 0.35% 49
2025
Q1 		$1.32M Buy
11,299
+2,240
+25% +$289K 0.32% 42
2024
Q4 		$1.14M Sell
9,059
-2,886
-24% -$355K 0.29% 45
2024
Q3 		$1.25M Buy
11,945
+72
+0.6% +$7.25K 0.31% 45
2024
Q2 		$1.15M Buy
11,873
+81
+0.7% +$7.71K 0.29% 46
2024
Q1 		$1.11M Buy
11,792
+2,220
+23% +$196K 0.25% 46
2023
Q4 		$893K Buy
+9,572
New +$766K 0.22% 58
2022
Q3 		– Sell
-20,186
Closed -$1.54M – 356
2022
Q2 		$1.54M Buy
20,186
+5,064
+33% +$415K 0.33% 63
2022
Q1 		$1.32M Buy
+15,122
New +$1.46M 0.21% 111
2021
Q2 		– Sell
-10,273
Closed -$798K – 472
2021
Q1 		$798K Sell
10,273
-15,453
-60% -$1.18M 0.1% 194
2020
Q4 		$1.76M Buy
+25,726
New +$1.48M 0.21% 124

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

Longfellow Investment Management's MS Position: Q2 2026 in Review

Longfellow Investment Management reduced its Morgan Stanley (MS) stake by 17% in Q2 2026, selling an estimated $268K and leaving 6,532 shares worth $1.37M. The position accounts for 0.28% of the portfolio, ranked #73.

Longfellow Investment Management first reported a position in MS in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.76M in Q4 2020. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Longfellow Investment Management held 6,532 shares of Morgan Stanley worth $1.37M as of Q2 2026.
  • Longfellow Investment Management sold 1,353 Morgan Stanley shares in Q2 2026, an estimated $268K.
  • Morgan Stanley made up 0.28% of Longfellow Investment Management's portfolio in Q2 2026, its #73 holding.
  • Longfellow Investment Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 15 quarters since.
  • Longfellow Investment Management's Morgan Stanley position peaked at $1.76M in Q4 2020.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.