MIM
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MTM Investment Management’s Morgan Stanley MS Stock Holding History

MTM Investment 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 		$41.8K Hold
200
– – 0.01% 368
2026
Q1 		$32.9K Hold
200
– – 0.01% 382
2025
Q4 		$35.5K Sell
200
-590
-75% -$98.4K 0.01% 379
2025
Q3 		$126K Buy
790
+4
+0.5% +$591 0.04% 244
2025
Q2 		$111K Buy
+786
New +$96.5K 0.04% 248

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

MTM Investment Management's MS Position: Q2 2026 in Review

MTM Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 200 shares worth $41.8K. The position accounts for 0.01% of the portfolio, ranked #368.

MTM Investment Management first reported a position in MS in Q2 2025 and has held it in 5 quarters since. The position peaked at $126K in Q3 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • MTM Investment Management held 200 shares of Morgan Stanley worth $41.8K as of Q2 2026.
  • MTM Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.01% of MTM Investment Management's portfolio in Q2 2026, its #368 holding.
  • MTM Investment Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's Morgan Stanley position peaked at $126K in Q3 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.