MCM
MS icon

MAI Capital Management’s Morgan Stanley MS Stock Holding History

MAI Capital 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
2019
Q2 		– Sell
-6,000
Closed -$253K – 558
2019
Q1 		$253K Hold
6,000
– – 0.01% 382
2018
Q4 		$238K Hold
6,000
– – 0.01% 380
2018
Q3 		$279K Buy
6,000
+3,000
+100% +$146K 0.01% 377
2018
Q2 		$142K Sell
3,000
-3,000
-50% -$157K 0.01% 461
2018
Q1 		$324K Buy
+6,000
New +$332K 0.02% 338

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 $3.38T AUM 44.17% 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

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. 2,745 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.
  • 2,745 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.