PUI
MS icon

Purpose Unlimited Inc’s Morgan Stanley MS Stock Holding History

Purpose Unlimited Inc’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 		$32K Sell
153
-22
-13% -$4.36K ﹤0.01% 363
2026
Q1 		$28.8K Buy
175
+34
+24% +$5.89K ﹤0.01% 349
2025
Q4 		$25K Buy
+141
New +$23.5K ﹤0.01% 261

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 $3.38T AUM 44.17% 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

Purpose Unlimited Inc's MS Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its Morgan Stanley (MS) stake by 13% in Q2 2026, selling an estimated $4.36K and leaving 153 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Purpose Unlimited Inc first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,744 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Purpose Unlimited Inc held 153 shares of Morgan Stanley worth $32K as of Q2 2026.
  • Purpose Unlimited Inc sold 22 Morgan Stanley shares in Q2 2026, an estimated $4.36K.
  • Morgan Stanley made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #363 holding.
  • Purpose Unlimited Inc first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,744 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.