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Manhattan West Asset Management’s Morgan Stanley MS Stock Holding History

Manhattan West Asset 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 		$495K Sell
2,367
-102
-4% -$20.2K 0.08% 119
2026
Q1 		$406K Buy
2,469
+414
+20% +$71.7K 0.08% 114
2025
Q4 		$365K Sell
2,055
-12
-0.6% -$2K 0.07% 115
2025
Q3 		$329K Hold
2,067
– – 0.07% 118
2025
Q2 		$291K Buy
2,067
+260
+14% +$31.9K 0.07% 119
2025
Q1 		$211K Buy
+1,807
New +$233K 0.05% 135

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

Manhattan West Asset Management's MS Position: Q2 2026 in Review

Manhattan West Asset Management reduced its Morgan Stanley (MS) stake by 4.1% in Q2 2026, selling an estimated $20.2K and leaving 2,367 shares worth $495K. The position accounts for 0.08% of the portfolio, ranked #119.

Manhattan West Asset Management first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Manhattan West Asset Management held 2,367 shares of Morgan Stanley worth $495K as of Q2 2026.
  • Manhattan West Asset Management sold 102 Morgan Stanley shares in Q2 2026, an estimated $20.2K.
  • Morgan Stanley made up 0.08% of Manhattan West Asset Management's portfolio in Q2 2026, its #119 holding.
  • Manhattan West Asset Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Manhattan West Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.