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MQS Management’s Morgan Stanley MS Stock Holding History

MQS 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 		– Sell
-1,809
Closed -$298K – 403
2026
Q1 		$298K Sell
1,809
-155
-8% -$26.8K 0.2% 229
2025
Q4 		$349K Buy
+1,964
New +$328K 0.21% 209
2024
Q2 		– Sell
-6,087
Closed -$573K – 572
2024
Q1 		$573K Buy
+6,087
New +$536K 0.33% 92
2023
Q4 		– Sell
-11,804
Closed -$964K – 605
2023
Q3 		$964K Buy
+11,804
New +$1.02M 0.59% 11
2023
Q2 		– Sell
-3,648
Closed -$320K – 547
2023
Q1 		$320K Buy
+3,648
New +$340K 0.21% 218

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

MQS Management's MS Position: Q2 2026 in Review

MQS Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 1,809 shares — an estimated $298K sold.

MQS Management first reported a position in MS in Q1 2023 and held it in 5 quarters. The position peaked at $964K in Q3 2023. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • MQS Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • MQS Management sold 1,809 Morgan Stanley shares in Q2 2026, an estimated $298K.
  • MQS Management first reported a position in Morgan Stanley in Q1 2023 and held it in 5 quarters.
  • MQS Management's Morgan Stanley position peaked at $964K in Q3 2023.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on MQS Management's 13F filing for Q2 2026, filed 7 Aug 2026.