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Naples Global Advisors’s Morgan Stanley MS Stock Holding History

Naples Global Advisors’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 		$663K Buy
3,172
+15
+0.5% +$2.97K 0.04% 300
2026
Q1 		$519K Buy
3,157
+9
+0.3% +$1.56K 0.04% 322
2025
Q4 		$559K Hold
3,148
– – 0.04% 309
2025
Q3 		$500K Sell
3,148
-50
-2% -$7.38K 0.04% 319
2025
Q2 		$450K Buy
3,198
+1,050
+49% +$129K 0.04% 318
2025
Q1 		$251K Buy
2,148
+414
+24% +$53.3K 0.02% 368
2024
Q4 		$218K Buy
+1,734
New +$214K 0.02% 382

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

Naples Global Advisors's MS Position: Q2 2026 in Review

Naples Global Advisors increased its Morgan Stanley (MS) stake by 0.48% in Q2 2026, buying an estimated $2.97K and bringing the position to 3,172 shares worth $663K. The position accounts for 0.04% of the portfolio, ranked #300.

Naples Global Advisors first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Naples Global Advisors held 3,172 shares of Morgan Stanley worth $663K as of Q2 2026.
  • Naples Global Advisors bought 15 Morgan Stanley shares in Q2 2026, an estimated $2.97K.
  • Morgan Stanley made up 0.04% of Naples Global Advisors's portfolio in Q2 2026, its #300 holding.
  • Naples Global Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.