Pointe Capital Management’s Morgan Stanley MS Stock Holding History

Pointe 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	$275K	Hold	1,317	–	–	0.12%	127
2026 Q1	$217K	Hold	1,317	–	–	0.11%	149
2025 Q4	$234K	Hold	1,317	–	–	0.12%	142
2025 Q3	$209K	Buy	+1,317	New	+$194K	0.1%	152
2023 Q2	–	Sell	-858	Closed	-$75.3K	–	305
2023 Q1	$75.3K	Buy	+858	New	+$80.1K	0.05%	207
2021 Q2	–	Sell	-131,877	Closed	-$10.2M	–	152
2021 Q1	$10.2M	Buy	+131,877	New	+$10.1M	7.26%	1
2017 Q4	–	Sell	-62,600	Closed	-$3.02M	–	152
2017 Q3	$3.02M	Hold	62,600	–	–	2.22%	8
2017 Q2	$2.79M	Buy	+62,600	New	+$2.7M	2%	9

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

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

Pointe Capital Management held its Morgan Stanley (MS) position steady in Q2 2026 at 1,317 shares worth $275K. The position accounts for 0.12% of the portfolio, ranked #127.

Pointe Capital Management first reported a position in MS in Q2 2017 and has held it in 8 quarters since. The position peaked at $10.2M in Q1 2021. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Pointe Capital Management held 1,317 shares of Morgan Stanley worth $275K as of Q2 2026.
Pointe Capital Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.12% of Pointe Capital Management's portfolio in Q2 2026, its #127 holding.
Pointe Capital Management first reported a position in Morgan Stanley in Q2 2017 and has held it in 8 quarters since.
Pointe Capital Management's Morgan Stanley position peaked at $10.2M in Q1 2021.
2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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