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MASTERINVEST Kapitalanlage’s Morgan Stanley MS Stock Holding History

MASTERINVEST Kapitalanlage’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 		$4.77M Buy
22,833
+4,438
+24% +$879K 0.41% 63
2026
Q1 		$3.03M Sell
18,395
-7,685
-29% -$1.33M 0.31% 75
2025
Q4 		$4.67M Buy
26,080
+933
+4% +$156K 0.44% 54
2025
Q3 		$4M Buy
25,147
+1,900
+8% +$281K 0.39% 59
2025
Q2 		$3.27M Buy
+23,247
New +$2.86M 0.34% 72

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

MASTERINVEST Kapitalanlage's MS Position: Q2 2026 in Review

MASTERINVEST Kapitalanlage increased its Morgan Stanley (MS) stake by 24% in Q2 2026, buying an estimated $879K and bringing the position to 22,833 shares worth $4.77M. The position accounts for 0.41% of the portfolio, ranked #63.

MASTERINVEST Kapitalanlage first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • MASTERINVEST Kapitalanlage held 22,833 shares of Morgan Stanley worth $4.77M as of Q2 2026.
  • MASTERINVEST Kapitalanlage bought 4,438 Morgan Stanley shares in Q2 2026, an estimated $879K.
  • Morgan Stanley made up 0.41% of MASTERINVEST Kapitalanlage's portfolio in Q2 2026, its #63 holding.
  • MASTERINVEST Kapitalanlage first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on MASTERINVEST Kapitalanlage's 13F filing for Q2 2026, filed 17 Aug 2026.