Per Stirling Capital Management’s Morgan Stanley MS Stock Holding History

Per Stirling 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	$386K	Buy	1,846 +18	+1%	+$3.56K	0.04%	243
2026 Q1	$301K	Buy	1,828 +177	+11%	+$30.6K	0.03%	254
2025 Q4	$293K	Sell	1,651 -3	-0.2%	-$500	0.03%	244
2025 Q3	$263K	Buy	1,654 +3	+0.2%	+$443	0.03%	243
2025 Q2	$232K	Buy	+1,651	New	+$203K	0.03%	249
2025 Q1	–	Sell	-1,651	Closed	-$208K	–	270
2024 Q4	$208K	Buy	+1,651	New	+$203K	0.03%	252
2023 Q1	–	Sell	-3,266	Closed	-$278K	–	202
2022 Q4	$278K	Buy	+3,266	New	+$278K	0.05%	171

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Per Stirling Capital Management's MS Position: Q2 2026 in Review

Per Stirling Capital Management increased its Morgan Stanley (MS) stake by 0.98% in Q2 2026, buying an estimated $3.56K and bringing the position to 1,846 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #243.

Per Stirling Capital Management first reported a position in MS in Q4 2022 and has held it in 7 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Per Stirling Capital Management held 1,846 shares of Morgan Stanley worth $386K as of Q2 2026.
Per Stirling Capital Management bought 18 Morgan Stanley shares in Q2 2026, an estimated $3.56K.
Morgan Stanley made up 0.04% of Per Stirling Capital Management's portfolio in Q2 2026, its #243 holding.
Per Stirling Capital Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 7 quarters since.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.