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McDonald Partners’s Morgan Stanley MS Stock Holding History

McDonald Partners’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 		$163K Buy
+780
New +$154K 0.04% 229
2024
Q4 		– Sell
-4,132
Closed -$431K – 244
2024
Q3 		$431K Sell
4,132
-1,424
-26% -$143K 0.11% 172
2024
Q2 		$540K Hold
5,556
– – 0.14% 153
2024
Q1 		$523K Sell
5,556
-428
-7% -$37.7K 0.14% 163
2023
Q4 		$558K Sell
5,984
-1,892
-24% -$151K 0.17% 152
2023
Q3 		$643K Sell
7,876
-1,819
-19% -$158K 0.21% 125
2023
Q2 		$828K Sell
9,695
-1,056
-10% -$90.3K 0.25% 113
2023
Q1 		$944K Sell
10,751
-81
-0.7% -$7.56K 0.31% 96
2022
Q4 		$921K Sell
10,832
-35
-0.3% -$2.98K 0.31% 93
2022
Q3 		$859K Sell
10,867
-6,867
-39% -$579K 0.33% 91
2022
Q2 		$1.35M Sell
17,734
-178
-1% -$14.6K 0.34% 85
2022
Q1 		$1.56M Buy
+17,912
New +$1.73M 0.34% 85
2021
Q4 		– Sell
-14,678
Closed -$1.43M – 659
2021
Q3 		$1.43M Sell
14,678
-1,218
-8% -$121K 0.34% 85
2021
Q2 		$1.46M Sell
15,896
-244
-2% -$20.9K 0.34% 84
2021
Q1 		$1.25M Buy
16,140
+4,859
+43% +$372K 0.32% 91
2020
Q4 		$773K Buy
+11,281
New +$647K 0.22% 127

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

McDonald Partners's MS Position: Q2 2026 in Review

McDonald Partners opened a new position in Morgan Stanley (MS) in Q2 2026: 780 shares worth $163K. The stake represents 0.04% of the portfolio and ranks #229 among its holdings. This is a return to the name: McDonald Partners previously reported a position in MS as recently as Q3 2024.

McDonald Partners first reported a position in MS in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.56M in Q1 2022. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • McDonald Partners held 780 shares of Morgan Stanley worth $163K as of Q2 2026.
  • Morgan Stanley was a new McDonald Partners position in Q2 2026.
  • Morgan Stanley made up 0.04% of McDonald Partners's portfolio in Q2 2026, its #229 holding.
  • McDonald Partners first reported a position in Morgan Stanley in Q4 2020 and has held it in 16 quarters since.
  • McDonald Partners's Morgan Stanley position peaked at $1.56M in Q1 2022.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.