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Principal Securities’s Morgan Stanley MS Stock Holding History

Principal Securities’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 		$9.22M Sell
44,097
-2,857
-6% -$566K 0.11% 169
2026
Q1 		$7.73M Buy
46,954
+2,404
+5% +$416K 0.11% 166
2025
Q4 		$7.91M Buy
44,550
+5,175
+13% +$863K 0.12% 160
2025
Q3 		$6.26M Buy
39,375
+575
+1% +$84.9K 0.1% 188
2025
Q2 		$5.47M Buy
38,800
+12,472
+47% +$1.53M 0.1% 192
2025
Q1 		$3.31M Hold
26,328
– – 0.07% 252
2024
Q4 		$3.31M Buy
26,328
+4,136
+19% +$509K 0.07% 251
2024
Q3 		$2.31M Buy
22,192
+4,509
+25% +$454K 0.06% 301
2024
Q2 		$1.72M Buy
17,683
+3,011
+21% +$287K 0.05% 335
2024
Q1 		$1.38M Buy
14,672
+431
+3% +$38K 0.04% 365
2023
Q4 		$1.33M Buy
+14,241
New +$1.14M 0.05% 339

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

Principal Securities's MS Position: Q2 2026 in Review

Principal Securities reduced its Morgan Stanley (MS) stake by 6.1% in Q2 2026, selling an estimated $566K and leaving 44,097 shares worth $9.22M. The position accounts for 0.11% of the portfolio, ranked #169.

Principal Securities first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Principal Securities held 44,097 shares of Morgan Stanley worth $9.22M as of Q2 2026.
  • Principal Securities sold 2,857 Morgan Stanley shares in Q2 2026, an estimated $566K.
  • Morgan Stanley made up 0.11% of Principal Securities's portfolio in Q2 2026, its #169 holding.
  • Principal Securities first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.