McMillan Office’s Morgan Stanley MS Stock Holding History

McMillan Office’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	$55.8K	Hold	267	–	–	0.01%	288
2026 Q1	$43.9K	Hold	267	–	–	0.01%	295
2025 Q4	$47.4K	Buy	+267	New	+$44.5K	0.01%	289

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

McMillan Office's MS Position: Q2 2026 in Review

McMillan Office held its Morgan Stanley (MS) position steady in Q2 2026 at 267 shares worth $55.8K. The position accounts for 0.01% of the portfolio, ranked #288.

McMillan Office first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

McMillan Office held 267 shares of Morgan Stanley worth $55.8K as of Q2 2026.
McMillan Office left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.01% of McMillan Office's portfolio in Q2 2026, its #288 holding.
McMillan Office first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.