PCM
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Pinnbrook Capital Management’s Morgan Stanley MS Stock Holding History

Pinnbrook 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 		$982K Buy
+4,700
New +$931K 0.1% 103
2026
Q1 		– Sell
-46,839
Closed -$8.32M – 89
2025
Q4 		$8.32M Buy
+46,839
New +$7.81M 1.16% 25
2022
Q1 		– Sell
-40,047
Closed -$3.93M – 65
2021
Q4 		$3.93M Buy
+40,047
New +$3.99M 1.53% 19

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

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

Pinnbrook Capital Management opened a new position in Morgan Stanley (MS) in Q2 2026: 4,700 shares worth $982K. The stake represents 0.1% of the portfolio and ranks #103 among its holdings. This is a return to the name: Pinnbrook Capital Management previously reported a position in MS as recently as Q4 2025.

Pinnbrook Capital Management first reported a position in MS in Q4 2021 and has held it in 3 quarters since. The position peaked at $8.32M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Pinnbrook Capital Management held 4,700 shares of Morgan Stanley worth $982K as of Q2 2026.
  • Morgan Stanley was a new Pinnbrook Capital Management position in Q2 2026.
  • Morgan Stanley made up 0.1% of Pinnbrook Capital Management's portfolio in Q2 2026, its #103 holding.
  • Pinnbrook Capital Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 3 quarters since.
  • Pinnbrook Capital Management's Morgan Stanley position peaked at $8.32M in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Pinnbrook Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.