MV Capital Management’s Morgan Stanley MS Stock Holding History

MV 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	$201K	Sell	960 -10	-1%	-$1.98K	0.02%	197
2026 Q1	$160K	Sell	970 -7	-0.7%	-$1.21K	0.02%	203
2025 Q4	$173K	Buy	977 +6	+0.6%	+$1K	0.02%	199
2025 Q3	$154K	Buy	971 +50	+5%	+$7.38K	0.01%	205
2025 Q2	$130K	Sell	921 -1	-0.1%	-$123	0.01%	219
2025 Q1	$108K	Buy	922 +3	+0.3%	+$387	0.01%	231
2024 Q4	$116K	Sell	919 -151	-14%	-$18.6K	0.01%	217
2024 Q3	$112K	Sell	1,070 -51	-5%	-$5.14K	0.01%	222
2024 Q2	$109K	Buy	1,121 +83	+8%	+$7.9K	0.01%	219
2024 Q1	$97.7K	Sell	1,038 -166	-14%	-$14.6K	0.01%	229
2023 Q4	$112K	Buy	1,204 +13	+1%	+$1.04K	0.01%	208
2023 Q3	$97.3K	Buy	1,191 +30	+3%	+$2.6K	0.01%	209
2023 Q2	$99.2K	Sell	1,161 -78	-6%	-$6.67K	0.01%	215
2023 Q1	$109K	Buy	1,239 +901	+267%	+$84.1K	0.02%	196
2022 Q4	$28.7K	Sell	338 -6	-2%	-$511	﹤0.01%	291
2022 Q3	$27K	Buy	344 +39	+13%	+$3.29K	﹤0.01%	293
2022 Q2	$23K	Hold	305	–	–	﹤0.01%	306
2022 Q1	$27K	Hold	305	–	–	﹤0.01%	294
2021 Q4	$30K	Hold	305	–	–	﹤0.01%	265
2021 Q3	$30K	Hold	305	–	–	0.01%	260
2021 Q2	$28K	Hold	305	–	–	﹤0.01%	249
2021 Q1	$24K	Hold	305	–	–	﹤0.01%	215
2020 Q4	$21K	Hold	305	–	–	﹤0.01%	206
2020 Q3	$15K	Hold	305	–	–	﹤0.01%	204
2020 Q2	$15K	Sell	305 -59	-16%	-$2.48K	﹤0.01%	213
2020 Q1	$12K	Buy	364 +117	+47%	+$5.51K	﹤0.01%	209
2019 Q4	$13K	Sell	247 -31	-11%	-$1.47K	﹤0.01%	232
2019 Q3	$12K	Buy	278 +31	+13%	+$1.32K	﹤0.01%	230
2019 Q2	$11K	Hold	247	–	–	﹤0.01%	231
2019 Q1	$10K	Hold	247	–	–	﹤0.01%	232
2018 Q4	$10K	Hold	247	–	–	﹤0.01%	225
2018 Q3	$12K	Hold	247	–	–	﹤0.01%	233
2018 Q2	$12K	Hold	247	–	–	﹤0.01%	237
2018 Q1	$13K	Hold	247	–	–	﹤0.01%	226
2017 Q4	$13K	Hold	247	–	–	﹤0.01%	234
2017 Q3	$12K	Hold	247	–	–	﹤0.01%	238
2017 Q2	$11K	Hold	247	–	–	﹤0.01%	244
2017 Q1	$11K	Hold	247	–	–	﹤0.01%	237
2016 Q4	$10K	Hold	247	–	–	﹤0.01%	234
2016 Q3	$8K	Hold	247	–	–	﹤0.01%	243
2016 Q2	$6K	Hold	247	–	–	﹤0.01%	265
2016 Q1	$6K	Sell	247 -768	-76%	-$19.6K	﹤0.01%	252
2015 Q4	$32K	Hold	1,015	–	–	0.01%	184
2015 Q3	$32K	Buy	1,015 +150	+17%	+$5.46K	0.01%	170
2015 Q2	$34K	Buy	865 +768	+792%	+$29.2K	0.01%	206
2015 Q1	$3K	Hold	97	–	–	﹤0.01%	370
2014 Q4	$4K	Buy	+97	New	+$3.45K	﹤0.01%	412

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MV Capital Management's MS Position: Q2 2026 in Review

MV Capital Management reduced its Morgan Stanley (MS) stake by 1% in Q2 2026, selling an estimated $1.98K and leaving 960 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #197.

MV Capital Management first reported a position in MS in Q4 2014 and has held it in 47 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

MV Capital Management held 960 shares of Morgan Stanley worth $201K as of Q2 2026.
MV Capital Management sold 10 Morgan Stanley shares in Q2 2026, an estimated $1.98K.
Morgan Stanley made up 0.02% of MV Capital Management's portfolio in Q2 2026, its #197 holding.
MV Capital Management first reported a position in Morgan Stanley in Q4 2014 and has held it in 47 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.