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Payne Capital Management’s Morgan Stanley MS Stock Holding History

Payne 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 		$794K Buy
3,797
+187
+5% +$37K 0.21% 38
2026
Q1 		$594K Sell
3,610
-126
-3% -$21.8K 0.18% 38
2025
Q4 		$663K Sell
3,736
-224
-6% -$37.4K 0.21% 39
2025
Q3 		$629K Sell
3,960
-250
-6% -$36.9K 0.2% 42
2025
Q2 		$593K Sell
4,210
-306
-7% -$37.6K 0.23% 39
2025
Q1 		$527K Buy
4,516
+315
+7% +$40.6K 0.22% 36
2024
Q4 		$528K Buy
+4,201
New +$517K 0.23% 39

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 $3.37T AUM 44.26% 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

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

Payne Capital Management increased its Morgan Stanley (MS) stake by 5.2% in Q2 2026, buying an estimated $37K and bringing the position to 3,797 shares worth $794K. The position accounts for 0.21% of the portfolio, ranked #38.

Payne Capital Management first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,717 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Payne Capital Management held 3,797 shares of Morgan Stanley worth $794K as of Q2 2026.
  • Payne Capital Management bought 187 Morgan Stanley shares in Q2 2026, an estimated $37K.
  • Morgan Stanley made up 0.21% of Payne Capital Management's portfolio in Q2 2026, its #38 holding.
  • Payne Capital Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,717 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Payne Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.