POM Investment Strategies’s Morgan Stanley MS Stock Holding History

POM Investment Strategies’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	$23.4K	Buy	112 +99	+762%	+$19.6K	0.03%	130
2026 Q1	$2.14K	Sell	13 -3	-19%	-$519	﹤0.01%	344
2025 Q4	$2.86K	Buy	+16	New	+$2.67K	﹤0.01%	256
2025 Q2	–	Sell	-21	Closed	-$2.45K	–	197
2025 Q1	$2.45K	Hold	21	–	–	﹤0.01%	146
2024 Q4	$2.64K	Hold	21	–	–	﹤0.01%	257
2024 Q3	$2.19K	Sell	21 -241	-92%	-$24.3K	﹤0.01%	223
2024 Q2	$25.5K	Buy	262 +241	+1,148%	+$22.9K	0.02%	111
2024 Q1	$1.98K	Hold	21	–	–	﹤0.01%	195
2023 Q4	$1.96K	Buy	+21	New	+$1.68K	﹤0.01%	185

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

POM Investment Strategies's MS Position: Q2 2026 in Review

POM Investment Strategies increased its Morgan Stanley (MS) stake by 762% in Q2 2026, buying an estimated $19.6K and bringing the position to 112 shares worth $23.4K. The position accounts for 0.03% of the portfolio, ranked #130.

POM Investment Strategies first reported a position in MS in Q4 2023 and has held it in 9 quarters since. The position peaked at $25.5K in Q2 2024. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

POM Investment Strategies held 112 shares of Morgan Stanley worth $23.4K as of Q2 2026.
POM Investment Strategies bought 99 Morgan Stanley shares in Q2 2026, an estimated $19.6K.
Morgan Stanley made up 0.03% of POM Investment Strategies's portfolio in Q2 2026, its #130 holding.
POM Investment Strategies first reported a position in Morgan Stanley in Q4 2023 and has held it in 9 quarters since.
POM Investment Strategies's Morgan Stanley position peaked at $25.5K in Q2 2024.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.