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&Partners’s Morgan Stanley MS Stock Holding History

&Partners’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 		$36.3M Buy
173,994
+17,659
+11% +$3.5M 0.15% 131
2026
Q1 		$25.7M Buy
156,335
+9,644
+7% +$1.67M 0.13% 149
2025
Q4 		$26M Buy
146,691
+35,824
+32% +$5.98M 0.14% 142
2025
Q3 		$17.5M Buy
110,867
+37,984
+52% +$5.61M 0.11% 170
2025
Q2 		$10.3M Buy
72,883
+21,137
+41% +$2.6M 0.08% 233
2025
Q1 		$5.97M Sell
51,746
-7,688
-13% -$991K 0.06% 261
2024
Q4 		$7.48M Buy
59,434
+12,058
+25% +$1.49M 0.09% 221
2024
Q3 		$4.86M Buy
47,376
+41,308
+681% +$4.16M 0.09% 205
2024
Q2 		$590K Buy
+6,068
New +$578K 0.03% 486

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 $3.38T AUM 44.17% 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

&Partners's MS Position: Q2 2026 in Review

&Partners increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $3.5M and bringing the position to 173,994 shares worth $36.3M. The position accounts for 0.15% of the portfolio, ranked #131.

&Partners first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • &Partners held 173,994 shares of Morgan Stanley worth $36.3M as of Q2 2026.
  • &Partners bought 17,659 Morgan Stanley shares in Q2 2026, an estimated $3.5M.
  • Morgan Stanley made up 0.15% of &Partners's portfolio in Q2 2026, its #131 holding.
  • &Partners first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.