Objective Capital Management’s Morgan Stanley MS Stock Holding History

Objective 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	$385K	Hold	1,840	–	–	0.34%	65
2026 Q1	$303K	Buy	1,840 +240	+15%	+$41.6K	0.31%	68
2025 Q4	$284K	Hold	1,600	–	–	0.29%	71
2025 Q3	$254K	Hold	1,600	–	–	0.26%	78
2025 Q2	$225K	Buy	+1,600	New	+$197K	0.25%	77
2025 Q1	–	Sell	-2,832	Closed	-$356K	–	118
2024 Q4	$356K	Sell	2,832 -237	-8%	-$29.2K	0.24%	89
2024 Q3	$320K	Buy	+3,069	New	+$309K	0.19%	108
2024 Q1	$284K	Buy	3,013 +35	+1%	+$3.08K	0.19%	100
2023 Q4	$278K	Sell	2,978 -104	-3%	-$8.32K	0.21%	93
2023 Q3	$252K	Sell	3,082 -52	-2%	-$4.51K	0.22%	86
2023 Q2	$268K	Buy	3,134 +1	+0%	+$86	0.23%	78
2023 Q1	$275K	Hold	3,133	–	–	0.25%	76
2022 Q4	$266K	Buy	3,133 +78	+3%	+$6.65K	0.26%	77
2022 Q3	$241K	Buy	3,055 +13	+0.4%	+$1.1K	0.26%	78
2022 Q2	$231K	Hold	3,042	–	–	0.23%	82
2022 Q1	$266K	Hold	3,042	–	–	0.2%	92
2021 Q4	$299K	Buy	+3,042	New	+$303K	0.21%	87

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

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

Objective Capital Management held its Morgan Stanley (MS) position steady in Q2 2026 at 1,840 shares worth $385K. The position accounts for 0.34% of the portfolio, ranked #65.

Objective Capital Management first reported a position in MS in Q4 2021 and has held it in 17 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Objective Capital Management held 1,840 shares of Morgan Stanley worth $385K as of Q2 2026.
Objective Capital Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.34% of Objective Capital Management's portfolio in Q2 2026, its #65 holding.
Objective Capital Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 17 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Objective Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.