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Pring Turner Capital Group’s Morgan Stanley MS Stock Holding History

Pring Turner Capital Group’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 		$214K Buy
+1,000
New +$198K 0.12% 69
2014
Q1 		– Sell
-600
Closed -$19K – 117
2013
Q4 		$19K Buy
+600
New +$17.8K 0.02% 144

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

Pring Turner Capital Group's MS Position: Q2 2026 in Review

Pring Turner Capital Group opened a new position in Morgan Stanley (MS) in Q2 2026: 1,000 shares worth $214K. The stake represents 0.12% of the portfolio and ranks #69 among its holdings. This is a return to the name: Pring Turner Capital Group previously reported a position in MS as recently as Q4 2013.

Pring Turner Capital Group first reported a position in MS in Q4 2013 and has held it in 2 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Pring Turner Capital Group held 1,000 shares of Morgan Stanley worth $214K as of Q2 2026.
  • Morgan Stanley was a new Pring Turner Capital Group position in Q2 2026.
  • Morgan Stanley made up 0.12% of Pring Turner Capital Group's portfolio in Q2 2026, its #69 holding.
  • Pring Turner Capital Group first reported a position in Morgan Stanley in Q4 2013 and has held it in 2 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Pring Turner Capital Group's 13F filing for Q2 2026, filed 10 Aug 2026.