Patten Group’s Morgan Stanley MS Stock Holding History

Patten Group’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	$308K	Buy	1,472 +197	+15%	+$39K	0.05%	286
2026 Q1	$210K	Sell	1,275 -21	-2%	-$3.64K	0.04%	290
2025 Q4	$230K	Hold	1,296	–	–	0.04%	284
2025 Q3	$206K	Buy	+1,296	New	+$191K	0.04%	282
2019 Q1	–	Sell	-1,000	Closed	-$40K	–	409
2018 Q4	$40K	Hold	1,000	–	–	0.02%	312
2018 Q3	$47K	Hold	1,000	–	–	0.02%	327
2018 Q2	$47K	Hold	1,000	–	–	0.02%	329
2018 Q1	$54K	Hold	1,000	–	–	0.02%	312
2017 Q4	$52K	Hold	1,000	–	–	0.02%	334
2017 Q3	$48K	Hold	1,000	–	–	0.02%	328
2017 Q2	$48K	Hold	1,000	–	–	0.02%	329
2017 Q1	$42K	Hold	1,000	–	–	0.02%	326
2016 Q4	$44K	Hold	1,000	–	–	0.02%	320
2016 Q3	$31.7K	Sell	1,000 -1,385	-58%	-$41.3K	0.01%	359
2016 Q2	$62K	Sell	2,385 -1,105	-32%	-$28.9K	0.03%	285
2016 Q1	$87.3K	Hold	3,490	–	–	0.04%	241
2015 Q4	$111K	Sell	3,490 -1,166	-25%	-$38.7K	0.05%	222
2015 Q3	$147K	Buy	4,656 +616	+15%	+$22.4K	0.08%	192
2015 Q2	$157K	Buy	+4,040	New	+$154K	0.07%	191

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

Patten Group's MS Position: Q2 2026 in Review

Patten Group increased its Morgan Stanley (MS) stake by 15% in Q2 2026, buying an estimated $39K and bringing the position to 1,472 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #286.

Patten Group first reported a position in MS in Q2 2015 and has held it in 19 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Patten Group held 1,472 shares of Morgan Stanley worth $308K as of Q2 2026.
Patten Group bought 197 Morgan Stanley shares in Q2 2026, an estimated $39K.
Morgan Stanley made up 0.05% of Patten Group's portfolio in Q2 2026, its #286 holding.
Patten Group first reported a position in Morgan Stanley in Q2 2015 and has held it in 19 quarters since.
2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.