S&CO Inc’s Morgan Stanley MS Stock Holding History

S&CO 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	$7.1M	Sell	33,987 -315	-0.9%	-$62.4K	0.41%	55
2026 Q1	$5.64M	Sell	34,302 -840	-2%	-$145K	0.35%	64
2025 Q4	$6.24M	Sell	35,142 -100	-0.3%	-$16.7K	0.39%	55
2025 Q3	$5.6M	Sell	35,242 -910	-3%	-$134K	0.34%	62
2025 Q2	$5.09M	Sell	36,152 -195	-0.5%	-$24K	0.33%	68
2025 Q1	$4.24M	Sell	36,347 -400	-1%	-$51.5K	0.28%	75
2024 Q4	$4.62M	Hold	36,747	–	–	0.31%	71
2024 Q3	$3.83M	Buy	36,747 +3,709	+11%	+$374K	0.25%	81
2024 Q2	$3.21M	Hold	33,038	–	–	0.22%	87
2024 Q1	$3.11M	Buy	33,038 +19,123	+137%	+$1.68M	0.22%	86
2023 Q4	$1.3M	Hold	13,915	–	–	0.1%	114
2023 Q3	$1.14M	Hold	13,915	–	–	0.09%	111
2023 Q2	$1.19M	Hold	13,915	–	–	0.1%	109
2023 Q1	$1.22M	Hold	13,915	–	–	0.1%	107
2022 Q4	$1.18M	Hold	13,915	–	–	0.1%	108
2022 Q3	$1.1M	Sell	13,915 -2	-0%	-$169	0.1%	108
2022 Q2	$1.06M	Buy	13,917 +2	+0%	+$164	0.09%	110
2022 Q1	$1.22M	Hold	13,915	–	–	0.09%	113
2021 Q4	$1.36M	Hold	13,915	–	–	0.1%	107
2021 Q3	$1.35M	Hold	13,915	–	–	0.11%	107
2021 Q2	$1.27M	Sell	13,915 -4,316	-24%	-$370K	0.1%	111
2021 Q1	$1.42M	Buy	+18,231	New	+$1.4M	0.12%	104

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

S&CO Inc's MS Position: Q2 2026 in Review

S&CO Inc reduced its Morgan Stanley (MS) stake by 0.92% in Q2 2026, selling an estimated $62.4K and leaving 33,987 shares worth $7.1M. The position accounts for 0.41% of the portfolio, ranked #55.

S&CO Inc first reported a position in MS in Q1 2021 and has held it in 22 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

S&CO Inc held 33,987 shares of Morgan Stanley worth $7.1M as of Q2 2026.
S&CO Inc sold 315 Morgan Stanley shares in Q2 2026, an estimated $62.4K.
Morgan Stanley made up 0.41% of S&CO Inc's portfolio in Q2 2026, its #55 holding.
S&CO Inc first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on S&CO Inc's 13F filing for Q2 2026, filed 6 Aug 2026.