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Murphy & Mullick Capital Management’s Morgan Stanley MS Stock Holding History

Murphy & Mullick Capital 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 		$145K Buy
693
+1
+0.1% +$198 0.09% 175
2026
Q1 		$114K Sell
692
-34
-5% -$5.89K 0.08% 182
2025
Q4 		$129K Buy
726
+101
+16% +$16.8K 0.09% 179
2025
Q3 		$100K Buy
625
+1
+0.2% +$148 0.07% 200
2025
Q2 		$77.9K Buy
624
+76
+14% +$9.34K 0.06% 211
2025
Q1 		$63.9K Buy
548
+41
+8% +$5.28K 0.06% 232
2024
Q4 		$63.7K Buy
+507
New +$62.4K 0.06% 228

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

Murphy & Mullick Capital Management's MS Position: Q2 2026 in Review

Murphy & Mullick Capital Management increased its Morgan Stanley (MS) stake by 0.14% in Q2 2026, buying an estimated $198 and bringing the position to 693 shares worth $145K. The position accounts for 0.09% of the portfolio, ranked #175.

Murphy & Mullick Capital Management first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Murphy & Mullick Capital Management held 693 shares of Morgan Stanley worth $145K as of Q2 2026.
  • Murphy & Mullick Capital Management bought 1 Morgan Stanley share in Q2 2026, an estimated $198.
  • Morgan Stanley made up 0.09% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #175 holding.
  • Murphy & Mullick Capital Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.