MAM
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Morse Asset Management’s Morgan Stanley MS Stock Holding History

Morse Asset Management’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 		$2.62M Buy
12,555
+2,219
+21% +$439K 0.43% 56
2026
Q1 		$1.7M Buy
10,336
+53
+0.5% +$9.18K 0.35% 67
2025
Q4 		$1.83M Buy
10,283
+52
+0.5% +$8.67K 0.36% 64
2025
Q3 		$1.63M Buy
10,231
+776
+8% +$115K 0.32% 76
2025
Q2 		$1.33M Buy
9,455
+4,931
+109% +$606K 0.29% 75
2025
Q1 		$528K Buy
4,524
+100
+2% +$12.9K 0.13% 110
2024
Q4 		$556K Hold
4,424
– – 0.13% 109
2024
Q3 		$461K Buy
4,424
+295
+7% +$29.7K 0.1% 134
2024
Q2 		$401K Buy
4,129
+20
+0.5% +$1.9K 0.1% 124
2024
Q1 		$387K Sell
4,109
-90
-2% -$7.93K 0.1% 115
2023
Q4 		$392K Sell
4,199
-8,674
-67% -$694K 0.12% 112
2023
Q3 		$1.05M Sell
12,873
-1,693
-12% -$147K 0.33% 77
2023
Q2 		$1.24M Sell
14,566
-14,727
-50% -$1.26M 0.38% 72
2023
Q1 		$2.57M Buy
29,293
+995
+4% +$92.9K 0.87% 42
2022
Q4 		$2.41M Buy
28,298
+2,185
+8% +$186K 0.87% 38
2022
Q3 		$2.06M Buy
26,113
+3,150
+14% +$266K 0.78% 42
2022
Q2 		$1.75M Sell
22,963
-9,990
-30% -$818K 0.56% 57
2022
Q1 		$2.88M Sell
32,953
-9,105
-22% -$878K 0.72% 42
2021
Q4 		$4.13M Sell
42,058
-165
-0.4% -$16.4K 0.92% 33
2021
Q3 		$4.11M Buy
42,223
+5,300
+14% +$525K 0.98% 27
2021
Q2 		$3.38M Sell
36,923
-2,972
-7% -$255K 0.82% 31
2021
Q1 		$3.1M Buy
39,895
+12,493
+46% +$957K 0.79% 38
2020
Q4 		$1.88M Buy
+27,402
New +$1.57M 0.52% 51

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

Morse Asset Management's MS Position: Q2 2026 in Review

Morse Asset Management increased its Morgan Stanley (MS) stake by 21% in Q2 2026, buying an estimated $439K and bringing the position to 12,555 shares worth $2.62M. The position accounts for 0.43% of the portfolio, ranked #56.

Morse Asset Management first reported a position in MS in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.13M in Q4 2021. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Morse Asset Management held 12,555 shares of Morgan Stanley worth $2.62M as of Q2 2026.
  • Morse Asset Management bought 2,219 Morgan Stanley shares in Q2 2026, an estimated $439K.
  • Morgan Stanley made up 0.43% of Morse Asset Management's portfolio in Q2 2026, its #56 holding.
  • Morse Asset Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • Morse Asset Management's Morgan Stanley position peaked at $4.13M in Q4 2021.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.