Novare Capital Management’s Morgan Stanley MS Stock Holding History

Novare 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	$337K	Buy	1,612 +87	+6%	+$17.2K	0.02%	170
2026 Q1	$251K	Sell	1,525 -22	-1%	-$3.81K	0.02%	178
2025 Q4	$275K	Buy	+1,547	New	+$258K	0.02%	171
2023 Q1	–	Sell	-2,775	Closed	-$236K	–	178
2022 Q4	$236K	Buy	2,775 +15	+0.5%	+$1.28K	0.03%	163
2022 Q3	$218K	Sell	2,760 -225	-8%	-$19K	0.03%	158
2022 Q2	$227K	Sell	2,985 -960	-24%	-$78.6K	0.03%	152
2022 Q1	$345K	Buy	+3,945	New	+$381K	0.04%	135

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

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

Novare Capital Management increased its Morgan Stanley (MS) stake by 5.7% in Q2 2026, buying an estimated $17.2K and bringing the position to 1,612 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #170.

Novare Capital Management first reported a position in MS in Q1 2022 and has held it in 7 quarters since. The position peaked at $345K in Q1 2022. 2,738 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Novare Capital Management held 1,612 shares of Morgan Stanley worth $337K as of Q2 2026.
Novare Capital Management bought 87 Morgan Stanley shares in Q2 2026, an estimated $17.2K.
Morgan Stanley made up 0.02% of Novare Capital Management's portfolio in Q2 2026, its #170 holding.
Novare Capital Management first reported a position in Morgan Stanley in Q1 2022 and has held it in 7 quarters since.
Novare Capital Management's Morgan Stanley position peaked at $345K in Q1 2022.
2,738 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.