Quantinno Capital Management’s Morgan Stanley MS Stock Holding History

Quantinno 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	$222M	Buy	1,061,274 +143,605	+16%	+$28.4M	0.27%	41
2026 Q1	$151M	Buy	917,669 +247,186	+37%	+$42.8M	0.25%	44
2025 Q4	$119M	Buy	670,483 +160,243	+31%	+$26.7M	0.24%	58
2025 Q3	$81.1M	Buy	510,240 +154,820	+44%	+$22.9M	0.22%	57
2025 Q2	$50.1M	Buy	355,420 +114,063	+47%	+$14M	0.22%	59
2025 Q1	$28.2M	Buy	241,357 +112,808	+88%	+$14.5M	0.18%	82
2024 Q4	$16.2M	Buy	128,549 +28,554	+29%	+$3.52M	0.16%	88
2024 Q3	$10.4M	Buy	99,995 +24,620	+33%	+$2.48M	0.14%	126
2024 Q2	$7.33M	Buy	75,375 +19,844	+36%	+$1.89M	0.13%	132
2024 Q1	$5.23M	Buy	55,531 +11,481	+26%	+$1.01M	0.11%	179
2023 Q4	$4.11M	Sell	44,050 -3,293	-7%	-$263K	0.14%	147
2023 Q3	$3.87M	Buy	47,343 +11,426	+32%	+$992K	0.18%	101
2023 Q2	$3.07M	Buy	35,917 +4,202	+13%	+$359K	0.18%	110
2023 Q1	$2.79M	Buy	31,715 +1,584	+5%	+$148K	0.18%	104
2022 Q4	$2.56M	Buy	30,131 +13,518	+81%	+$1.15M	0.19%	120
2022 Q3	$1.31M	Buy	16,613 +3,434	+26%	+$289K	0.17%	156
2022 Q2	$1M	Buy	13,179 +9,302	+240%	+$762K	0.14%	187
2022 Q1	$339K	Buy	3,877 +221	+6%	+$21.3K	0.05%	409
2021 Q4	$359K	Buy	+3,656	New	+$364K	0.07%	359
2019 Q1	–	Sell	-15,432	Closed	-$612K	–	438
2018 Q4	$612K	Buy	+15,432	New	+$673K	0.5%	31

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Quantinno Capital Management increased its Morgan Stanley (MS) stake by 16% in Q2 2026, buying an estimated $28.4M and bringing the position to 1,061,274 shares worth $222M. The position accounts for 0.27% of the portfolio, ranked #41.

Quantinno Capital Management first reported a position in MS in Q4 2018 and has held it in 20 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Quantinno Capital Management held 1,061,274 shares of Morgan Stanley worth $222M as of Q2 2026.
Quantinno Capital Management bought 143,605 Morgan Stanley shares in Q2 2026, an estimated $28.4M.
Morgan Stanley made up 0.27% of Quantinno Capital Management's portfolio in Q2 2026, its #41 holding.
Quantinno Capital Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 20 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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