Palladiem’s Morgan Stanley MS Stock Holding History

Palladiem’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	$1.46K	Hold	7	–	–	﹤0.01%	122
2026 Q1	$1.24K	Hold	7	–	–	﹤0.01%	140
2025 Q4	$1.24K	Buy	+7	New	+$1.17K	﹤0.01%	150

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

Palladiem's MS Position: Q2 2026 in Review

Palladiem held its Morgan Stanley (MS) position steady in Q2 2026 at 7 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #122.

Palladiem first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Palladiem held 7 shares of Morgan Stanley worth $1.46K as of Q2 2026.
Palladiem left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up ﹤0.01% of Palladiem's portfolio in Q2 2026, its #122 holding.
Palladiem first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.