MIM
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Macroview Investment Management’s Morgan Stanley MS Stock Holding History

Macroview 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 		$456K Buy
2,180
+6
+0.3% +$1.19K 0.28% 66
2026
Q1 		$358K Buy
2,174
+21
+1% +$3.64K 0.25% 71
2025
Q4 		$382K Buy
2,153
+7
+0.3% +$1.17K 0.26% 67
2025
Q3 		$341K Buy
2,146
+8
+0.4% +$1.18K 0.25% 70
2025
Q2 		$301K Buy
2,138
+2
+0.1% +$246 0.25% 74
2025
Q1 		$249K Buy
2,136
+25
+1% +$3.22K 0.23% 72
2024
Q4 		$265K Buy
2,111
+8
+0.4% +$985 0.27% 68
2024
Q3 		$219K Buy
2,103
+11
+0.5% +$1.11K 0.21% 72
2024
Q2 		$203K Buy
2,092
+10
+0.5% +$952 0.22% 72
2024
Q1 		$196K Buy
2,082
+12
+0.6% +$1.06K 0.22% 75
2023
Q4 		$193K Sell
2,070
-112
-5% -$8.96K 0.23% 72
2023
Q3 		$178K Buy
+2,182
New +$189K 0.24% 64
2020
Q2 		– Sell
-65
Closed -$2K – 365
2020
Q1 		$2K Buy
+65
New +$3.06K ﹤0.01% 240

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

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

Macroview Investment Management increased its Morgan Stanley (MS) stake by 0.28% in Q2 2026, buying an estimated $1.19K and bringing the position to 2,180 shares worth $456K. The position accounts for 0.28% of the portfolio, ranked #66.

Macroview Investment Management first reported a position in MS in Q1 2020 and has held it in 13 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Macroview Investment Management held 2,180 shares of Morgan Stanley worth $456K as of Q2 2026.
  • Macroview Investment Management bought 6 Morgan Stanley shares in Q2 2026, an estimated $1.19K.
  • Morgan Stanley made up 0.28% of Macroview Investment Management's portfolio in Q2 2026, its #66 holding.
  • Macroview Investment Management first reported a position in Morgan Stanley in Q1 2020 and has held it in 13 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.