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Portfolio Design Labs’s Morgan Stanley MS Stock Holding History

Portfolio Design Labs’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 		$1.19M Sell
5,683
-251
-4% -$49.7K 0.19% 102
2026
Q1 		$977K Sell
5,934
-3,135
-35% -$543K 0.17% 130
2025
Q4 		$1.61M Buy
9,069
+180
+2% +$30K 0.27% 91
2025
Q3 		$1.41M Buy
+8,889
New +$1.31M 0.24% 107

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

Portfolio Design Labs's MS Position: Q2 2026 in Review

Portfolio Design Labs reduced its Morgan Stanley (MS) stake by 4.2% in Q2 2026, selling an estimated $49.7K and leaving 5,683 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #102.

Portfolio Design Labs first reported a position in MS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.61M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Portfolio Design Labs held 5,683 shares of Morgan Stanley worth $1.19M as of Q2 2026.
  • Portfolio Design Labs sold 251 Morgan Stanley shares in Q2 2026, an estimated $49.7K.
  • Morgan Stanley made up 0.19% of Portfolio Design Labs's portfolio in Q2 2026, its #102 holding.
  • Portfolio Design Labs first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • Portfolio Design Labs's Morgan Stanley position peaked at $1.61M in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.