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Myriad Asset Management US’s Morgan Stanley MS Stock Holding History

Myriad Asset Management US’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 		$1.01M Buy
4,816
+722
+18% +$143K 1.39% 18
2026
Q1 		$674K Sell
4,094
-201
-5% -$34.8K 1.01% 17
2025
Q4 		$762K Sell
4,295
-11,048
-72% -$1.84M 1.28% 16
2025
Q3 		$2.44M Buy
+15,343
New +$2.27M 1.33% 17
2025
Q1 		– Sell
-8,194
Closed -$1.03M – 50
2024
Q4 		$1.03M Buy
+8,194
New +$1.01M 0.69% 44

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

Myriad Asset Management US's MS Position: Q2 2026 in Review

Myriad Asset Management US increased its Morgan Stanley (MS) stake by 18% in Q2 2026, buying an estimated $143K and bringing the position to 4,816 shares worth $1.01M. The position accounts for 1.39% of the portfolio, ranked #18.

Myriad Asset Management US first reported a position in MS in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.44M in Q3 2025. 2,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Myriad Asset Management US held 4,816 shares of Morgan Stanley worth $1.01M as of Q2 2026.
  • Myriad Asset Management US bought 722 Morgan Stanley shares in Q2 2026, an estimated $143K.
  • Morgan Stanley made up 1.39% of Myriad Asset Management US's portfolio in Q2 2026, its #18 holding.
  • Myriad Asset Management US first reported a position in Morgan Stanley in Q4 2024 and has held it in 5 quarters since.
  • Myriad Asset Management US's Morgan Stanley position peaked at $2.44M in Q3 2025.
  • 2,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Myriad Asset Management US's 13F filing for Q2 2026, filed 20 Jul 2026.