MAI Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $43.9M | Buy |
210,130
+49,527
| +31% | +$9.81M | 0.17% | 119 |
|
|
2026
Q1 | $26.4M | Sell |
160,603
-1,838
| -1% | -$318K | 0.15% | 133 |
|
|
2025
Q4 | $28.8M | Buy |
162,441
+495
| +0.3% | +$82.6K | 0.17% | 122 |
|
|
2025
Q3 | $25.7M | Sell |
161,946
-688
| -0.4% | -$102K | 0.16% | 120 |
|
|
2025
Q2 | $22.9M | Buy |
162,634
+1,246
| +0.8% | +$153K | 0.16% | 125 |
|
|
2025
Q1 | $18.8M | Sell |
161,388
-4,396
| -3% | -$566K | 0.14% | 137 |
|
|
2024
Q4 | $20.8M | Sell |
165,784
-2,170
| -1% | -$267K | 0.15% | 121 |
|
|
2024
Q3 | $17.5M | Sell |
167,954
-15,659
| -9% | -$1.58M | 0.17% | 108 |
|
|
2024
Q2 | $17.8M | Sell |
183,613
-3,050
| -2% | -$290K | 0.17% | 104 |
|
|
2024
Q1 | $17.6M | Buy |
186,663
+9,246
| +5% | +$814K | 0.18% | 110 |
|
|
2023
Q4 | $16.5M | Sell |
177,417
-19,815
| -10% | -$1.59M | 0.22% | 93 |
|
|
2023
Q3 | $16.1M | Buy |
197,232
+3,218
| +2% | +$279K | 0.24% | 85 |
|
|
2023
Q2 | $16.6M | Buy |
194,014
+11,225
| +6% | +$960K | 0.24% | 84 |
|
|
2023
Q1 | $16M | Buy |
182,789
+11,582
| +7% | +$1.08M | 0.25% | 91 |
|
|
2022
Q4 | $14.6M | Buy |
171,207
+26,502
| +18% | +$2.26M | 0.24% | 95 |
|
|
2022
Q3 | $11.4M | Buy |
144,705
+127,188
| +726% | +$10.7M | 0.21% | 101 |
|
|
2022
Q2 | $1.33M | Sell |
17,517
-615
| -3% | -$50.4K | 0.03% | 329 |
|
|
2022
Q1 | $1.58M | Sell |
18,132
-1,611
| -8% | -$155K | 0.03% | 313 |
|
|
2021
Q4 | $1.94M | Buy |
19,743
+7,429
| +60% | +$740K | 0.03% | 292 |
|
|
2021
Q3 | $1.2M | Buy |
12,314
+1,954
| +19% | +$194K | 0.02% | 338 |
|
|
2021
Q2 | $950K | Buy |
10,360
+1,241
| +14% | +$106K | 0.02% | 369 |
|
|
2021
Q1 | $708K | Sell |
9,119
-258
| -3% | -$19.8K | 0.02% | 404 |
|
|
2020
Q4 | $643K | Buy |
+9,377
| New | +$538K | 0.02% | 413 |
|
|
2020
Q1 | – | Sell |
-4,324
| Closed | -$221K | – | 583 |
|
|
2019
Q4 | $221K | Sell |
4,324
-1,075
| -20% | -$50.9K | 0.01% | 523 |
|
|
2019
Q3 | $230K | Buy |
5,399
+264
| +5% | +$11.3K | 0.01% | 469 |
|
|
2019
Q2 | $225K | Sell |
5,135
-8,285
| -62% | -$370K | 0.01% | 474 |
|
|
2019
Q1 | $566K | Buy |
13,420
+87
| +0.7% | +$3.66K | 0.03% | 285 |
|
|
2018
Q4 | $529K | Sell |
13,333
-321
| -2% | -$14K | 0.03% | 290 |
|
|
2018
Q3 | $636K | Sell |
13,654
-827
| -6% | -$40.4K | 0.03% | 282 |
|
|
2018
Q2 | $686K | Buy |
14,481
+55
| +0.4% | +$2.87K | 0.04% | 271 |
|
|
2018
Q1 | $778K | Buy |
+14,426
| New | +$799K | 0.04% | 250 |
|
Other funds holding MS
MAI Capital Management's MS Position: Q2 2026 in Review
MAI Capital Management increased its Morgan Stanley (MS) stake by 31% in Q2 2026, buying an estimated $9.81M and bringing the position to 210,130 shares worth $43.9M. The position accounts for 0.17% of the portfolio, ranked #119.
MAI Capital Management first reported a position in MS in Q1 2018 and has held it in 31 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- MAI Capital Management held 210,130 shares of Morgan Stanley worth $43.9M as of Q2 2026.
- MAI Capital Management bought 49,527 Morgan Stanley shares in Q2 2026, an estimated $9.81M.
- Morgan Stanley made up 0.17% of MAI Capital Management's portfolio in Q2 2026, its #119 holding.
- MAI Capital Management first reported a position in Morgan Stanley in Q1 2018 and has held it in 31 quarters since.
- 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.