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Means Investment Company’s Morgan Stanley MS Stock Holding History

Means Investment Company’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 		$736K Buy
3,520
+17
+0.5% +$3.37K 0.06% 110
2026
Q1 		$576K Buy
3,503
+1,654
+89% +$286K 0.05% 118
2025
Q4 		$328K Sell
1,849
-1,440
-44% -$240K 0.03% 148
2025
Q3 		$523K Buy
3,289
+989
+43% +$146K 0.05% 127
2025
Q2 		$324K Buy
2,300
+10
+0.4% +$1.23K 0.03% 156
2025
Q1 		$267K Sell
2,290
-31
-1% -$3.99K 0.03% 167
2024
Q4 		$292K Buy
2,321
+260
+13% +$32K 0.03% 162
2024
Q3 		$215K Buy
+2,061
New +$208K 0.02% 195

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

Means Investment Company's MS Position: Q2 2026 in Review

Means Investment Company increased its Morgan Stanley (MS) stake by 0.49% in Q2 2026, buying an estimated $3.37K and bringing the position to 3,520 shares worth $736K. The position accounts for 0.06% of the portfolio, ranked #110.

Means Investment Company first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Means Investment Company held 3,520 shares of Morgan Stanley worth $736K as of Q2 2026.
  • Means Investment Company bought 17 Morgan Stanley shares in Q2 2026, an estimated $3.37K.
  • Morgan Stanley made up 0.06% of Means Investment Company's portfolio in Q2 2026, its #110 holding.
  • Means Investment Company first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.