MCC
MS icon

Money Concepts Capital’s Morgan Stanley MS Stock Holding History

Money Concepts Capital’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 		$277K Buy
1,325
+77
+6% +$15.2K 0.01% 532
2026
Q1 		$205K Buy
1,248
+66
+6% +$11.4K 0.01% 543
2025
Q4 		$210K Buy
+1,182
New +$197K 0.01% 500
2023
Q1 		– Sell
-4,127
Closed -$351K – 1966
2022
Q4 		$351K Buy
4,127
+3,324
+414% +$283K 0.02% 518
2022
Q3 		$63K Buy
803
+199
+33% +$16.8K ﹤0.01% 672
2022
Q2 		$46K Sell
604
-1,967
-77% -$161K ﹤0.01% 719
2022
Q1 		$225K Buy
+2,571
New +$248K 0.01% 680
2021
Q1 		$15K Buy
+197
New +$15.1K ﹤0.01% 636

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

Money Concepts Capital's MS Position: Q2 2026 in Review

Money Concepts Capital increased its Morgan Stanley (MS) stake by 6.2% in Q2 2026, buying an estimated $15.2K and bringing the position to 1,325 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #532.

Money Concepts Capital first reported a position in MS in Q1 2021 and has held it in 8 quarters since. The position peaked at $351K in Q4 2022. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Money Concepts Capital held 1,325 shares of Morgan Stanley worth $277K as of Q2 2026.
  • Money Concepts Capital bought 77 Morgan Stanley shares in Q2 2026, an estimated $15.2K.
  • Morgan Stanley made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #532 holding.
  • Money Concepts Capital first reported a position in Morgan Stanley in Q1 2021 and has held it in 8 quarters since.
  • Money Concepts Capital's Morgan Stanley position peaked at $351K in Q4 2022.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.