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Pine Valley Investments’s Morgan Stanley MS Stock Holding History

Pine Valley Investments’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 		$837K Buy
4,005
+450
+13% +$89.1K 0.03% 321
2026
Q1 		$585K Buy
3,555
+730
+26% +$126K 0.03% 357
2025
Q4 		$501K Sell
2,825
-19
-0.7% -$3.17K 0.02% 364
2025
Q3 		$452K Buy
2,844
+228
+9% +$33.7K 0.02% 367
2025
Q2 		$369K Buy
2,616
+187
+8% +$23K 0.02% 387
2025
Q1 		$283K Sell
2,429
-111
-4% -$14.3K 0.02% 429
2024
Q4 		$319K Buy
2,540
+3
+0.1% +$369 0.02% 415
2024
Q3 		$264K Buy
2,537
+55
+2% +$5.54K 0.02% 434
2024
Q2 		$241K Sell
2,482
-396
-14% -$37.7K 0.02% 427
2024
Q1 		$271K Sell
2,878
-178
-6% -$15.7K 0.02% 413
2023
Q4 		$285K Buy
3,056
+466
+18% +$37.3K 0.02% 389
2023
Q3 		$212K Buy
2,590
+104
+4% +$9.03K 0.02% 423
2023
Q2 		$212K Buy
+2,486
New +$213K 0.02% 379

Other funds holding MS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Pine Valley Investments's MS Position: Q2 2026 in Review

Pine Valley Investments increased its Morgan Stanley (MS) stake by 13% in Q2 2026, buying an estimated $89.1K and bringing the position to 4,005 shares worth $837K. The position accounts for 0.03% of the portfolio, ranked #321.

Pine Valley Investments first reported a position in MS in Q2 2023 and has held it in 13 quarters since. 1,517 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Pine Valley Investments held 4,005 shares of Morgan Stanley worth $837K as of Q2 2026.
  • Pine Valley Investments bought 450 Morgan Stanley shares in Q2 2026, an estimated $89.1K.
  • Morgan Stanley made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #321 holding.
  • Pine Valley Investments first reported a position in Morgan Stanley in Q2 2023 and has held it in 13 quarters since.
  • 1,517 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.