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Prelude Capital Management’s Morgan Stanley MS Stock Holding History

Prelude 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
2025
Q1 		– Sell
-8,400
Closed -$1.06M – 1415
2024
Q4 		$1.06M Buy
8,400
+1,500
+22% +$185K 0.07% 363
2024
Q3 		$719K Sell
6,900
-2,100
-23% -$211K 0.04% 482
2024
Q2 		$875K Sell
9,000
-2,000
-18% -$190K 0.06% 348
2024
Q1 		$1.04M Sell
11,000
-5,700
-34% -$502K 0.05% 395
2023
Q4 		$1.56M Buy
16,700
+4,500
+37% +$360K 0.1% 215
2023
Q3 		$996K Buy
12,200
+3,500
+40% +$304K 0.06% 304
2023
Q2 		$743K Hold
8,700
– – 0.05% 354
2023
Q1 		$764K Sell
8,700
-2,500
-22% -$233K 0.05% 360
2022
Q4 		$952K Buy
+11,200
New +$955K 0.05% 397
2022
Q3 		– Sell
-27,000
Closed -$2.05M – 1802
2022
Q2 		$2.05M Buy
+27,000
New +$2.21M 0.06% 289
2021
Q2 		– Sell
-50,000
Closed -$3.88M – 1848
2021
Q1 		$3.88M Buy
+50,000
New +$3.83M 0.1% 141
2019
Q4 		– Sell
-5,400
Closed -$230K – 2133
2019
Q3 		$230K Sell
5,400
-500
-8% -$21.4K 0.01% 727
2019
Q2 		$258K Sell
5,900
-49,700
-89% -$2.22M 0.01% 656
2019
Q1 		$2.35M Buy
55,600
+54,800
+6,850% +$2.31M 0.13% 152
2018
Q4 		$32K Sell
800
-24,900
-97% -$1.09M ﹤0.01% 1189
2018
Q3 		$1.2M Buy
25,700
+22,900
+818% +$1.12M 0.07% 330
2018
Q2 		$133K Buy
+2,800
New +$146K 0.01% 847

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

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

Prelude Capital Management opened a new position in Morgan Stanley (MS) in Q2 2026: 2,028 shares worth $424K. The stake represents 0.03% of the portfolio and ranks #599 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in MS as recently as Q4 2025.

Prelude Capital Management first reported a position in MS in Q2 2013 and has held it in 39 quarters since. The position peaked at $7.12M in Q1 2021. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Prelude Capital Management held 2,028 shares of Morgan Stanley worth $424K as of Q2 2026.
  • Morgan Stanley was a new Prelude Capital Management position in Q2 2026.
  • Morgan Stanley made up 0.03% of Prelude Capital Management's portfolio in Q2 2026, its #599 holding.
  • Prelude Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 39 quarters since.
  • Prelude Capital Management's Morgan Stanley position peaked at $7.12M in Q1 2021.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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