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

Prana 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 		– Sell
-57,609
Closed -$9.48M – 148
2026
Q1 		$9.48M Buy
+57,609
New +$9.97M 0.29% 65
2025
Q3 		– Sell
-327,342
Closed -$46.1M – 124
2025
Q2 		$46.1M Buy
327,342
+42,731
+15% +$5.25M 1.64% 18
2025
Q1 		$33.2M Buy
+284,611
New +$36.7M 1.35% 22
2022
Q3 		– Sell
-132,703
Closed -$10.1M – 96
2022
Q2 		$10.1M Buy
+132,703
New +$10.9M 0.77% 43
2020
Q4 		– Sell
-241,946
Closed -$11.7M – 78
2020
Q3 		$11.7M Buy
+241,946
New +$12.2M 2.03% 19
2020
Q2 		– Sell
-89,014
Closed -$3.03M – 63
2020
Q1 		$3.03M Sell
89,014
-255,865
-74% -$12.1M 0.88% 33
2019
Q4 		$17.6M Sell
344,879
-89,124
-21% -$4.22M 2.58% 19
2019
Q3 		$18.5M Buy
434,003
+262,730
+153% +$11.2M 3.33% 10
2019
Q2 		$7.5M Buy
+171,273
New +$7.64M 1.35% 25
2018
Q4 		– Sell
-237,358
Closed -$11.1M – 49
2018
Q3 		$11.1M Buy
237,358
+57,623
+32% +$2.81M 2.39% 17
2018
Q2 		$8.52M Sell
179,735
-24,065
-12% -$1.26M 2.27% 20
2018
Q1 		$11M Buy
203,800
+57,550
+39% +$3.19M 3.23% 11
2017
Q4 		$7.64M Buy
+146,250
New +$7.4M 2.6% 15

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

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

Prana Capital Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 57,609 shares — an estimated $9.48M sold.

Prana Capital Management first reported a position in MS in Q4 2017 and held it in 13 quarters. The position peaked at $46.1M in Q2 2025. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Prana Capital Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Prana Capital Management sold 57,609 Morgan Stanley shares in Q2 2026, an estimated $9.48M.
  • Prana Capital Management first reported a position in Morgan Stanley in Q4 2017 and held it in 13 quarters.
  • Prana Capital Management's Morgan Stanley position peaked at $46.1M in Q2 2025.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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