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Luminist Capital’s Morgan Stanley MS Stock Holding History

Luminist Capital’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 		$9.2K Buy
+44
New +$8.71K 0.01% 220
2026
Q1 		– Sell
-12
Closed -$2.13K – 216
2025
Q4 		$2.13K Buy
+12
New +$2K ﹤0.01% 217

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

Luminist Capital's MS Position: Q2 2026 in Review

Luminist Capital opened a new position in Morgan Stanley (MS) in Q2 2026: 44 shares worth $9.2K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings. This is a return to the name: Luminist Capital previously reported a position in MS as recently as Q4 2025.

Luminist Capital first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Luminist Capital held 44 shares of Morgan Stanley worth $9.2K as of Q2 2026.
  • Morgan Stanley was a new Luminist Capital position in Q2 2026.
  • Morgan Stanley made up 0.01% of Luminist Capital's portfolio in Q2 2026, its #220 holding.
  • Luminist Capital first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.