Salzhauer Michael’s Morgan Stanley MS Stock Holding History

Salzhauer Michael’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	$853K	Sell	4,081 -50	-1%	-$9.9K	0.29%	49
2026 Q1	$680K	Hold	4,131	–	–	0.32%	46
2025 Q4	$733K	Hold	4,131	–	–	0.3%	47
2025 Q3	$657K	Hold	4,131	–	–	0.32%	45
2025 Q2	$582K	Sell	4,131 -94	-2%	-$11.5K	0.34%	48
2025 Q1	$493K	Hold	4,225	–	–	0.3%	54
2024 Q4	$531K	Hold	4,225	–	–	0.27%	53
2024 Q3	$440K	Hold	4,225	–	–	0.27%	58
2024 Q2	$411K	Hold	4,225	–	–	0.32%	57
2024 Q1	$398K	Hold	4,225	–	–	0.3%	59
2023 Q4	$394K	Sell	4,225 -1,842	-30%	-$147K	0.33%	53
2023 Q3	$495K	Sell	6,067 -873	-13%	-$75.8K	0.53%	42
2023 Q2	$593K	Sell	6,940 -200	-3%	-$17.1K	0.62%	37
2023 Q1	$627K	Sell	7,140 -7,040	-50%	-$657K	0.55%	45
2022 Q4	$1.21M	Buy	14,180 +7,040	+99%	+$600K	0.71%	26
2022 Q3	$564K	Hold	7,140	–	–	0.34%	50
2022 Q2	$543K	Sell	7,140 -7,700	-52%	-$631K	0.33%	53
2022 Q1	$638K	Sell	14,840 -6,300	-30%	-$608K	0.28%	54
2021 Q4	$819K	Buy	21,140 +14,000	+196%	+$1.39M	0.31%	50
2021 Q3	$695K	Hold	7,140	–	–	0.29%	53
2021 Q2	$654K	Hold	7,140	–	–	0.29%	53
2021 Q1	$555K	Hold	7,140	–	–	0.29%	57
2020 Q4	$489K	Hold	7,140	–	–	0.35%	54
2020 Q3	$345K	Hold	7,140	–	–	0.39%	47
2020 Q2	$345K	Hold	7,140	–	–	0.45%	49
2020 Q1	$242K	Sell	7,140 -9,431	-57%	-$444K	0.41%	55
2019 Q4	$847K	Sell	16,571 -208	-1%	-$9.85K	0.39%	50
2019 Q3	$716K	Hold	16,779	–	–	0.37%	56
2019 Q2	$735K	Hold	16,779	–	–	0.34%	54
2019 Q1	$708K	Hold	16,779	–	–	0.35%	53
2018 Q4	$665K	Sell	16,779 -200	-1%	-$8.73K	0.37%	56
2018 Q3	$791K	Hold	16,979	–	–	0.3%	64
2018 Q2	$805K	Buy	16,979 +100	+0.6%	+$5.22K	0.3%	69
2018 Q1	$911K	Hold	16,879	–	–	0.34%	62
2017 Q4	$886K	Hold	16,879	–	–	0.35%	61
2017 Q3	$813K	Hold	16,879	–	–	0.35%	67
2017 Q2	$752K	Sell	16,879 -8,930	-35%	-$385K	0.34%	68
2017 Q1	$1.11M	Hold	25,809	–	–	0.53%	51
2016 Q4	$1.09M	Hold	25,809	–	–	0.54%	52
2016 Q3	$827K	Sell	25,809 -36	-0.1%	-$1.07K	0.59%	50
2016 Q2	$671K	Hold	25,845	–	–	0.54%	49
2016 Q1	$646K	Hold	25,845	–	–	0.54%	52
2015 Q4	$822K	Hold	25,845	–	–	0.61%	46
2015 Q3	$814K	Hold	25,845	–	–	0.67%	44
2015 Q2	$1M	Sell	25,845 -300	-1%	-$11.4K	0.76%	38
2015 Q1	$933K	Sell	26,145 -230	-0.9%	-$8.25K	0.85%	35
2014 Q4	$1.02M	Sell	26,375 -112	-0.4%	-$3.98K	0.86%	33
2014 Q3	$910K	Sell	26,487 -570	-2%	-$19K	0.83%	31
2014 Q2	$875K	Buy	27,057 +8,206	+44%	+$253K	0.82%	30
2014 Q1	$588K	Buy	18,851 +5,536	+42%	+$171K	0.56%	42
2013 Q4	$418K	Buy	+13,315	New	+$396K	0.41%	57

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

Salzhauer Michael's MS Position: Q2 2026 in Review

Salzhauer Michael reduced its Morgan Stanley (MS) stake by 1.2% in Q2 2026, selling an estimated $9.9K and leaving 4,081 shares worth $853K. The position accounts for 0.29% of the portfolio, ranked #49.

Salzhauer Michael first reported a position in MS in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.21M in Q4 2022. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Salzhauer Michael held 4,081 shares of Morgan Stanley worth $853K as of Q2 2026.
Salzhauer Michael sold 50 Morgan Stanley shares in Q2 2026, an estimated $9.9K.
Morgan Stanley made up 0.29% of Salzhauer Michael's portfolio in Q2 2026, its #49 holding.
Salzhauer Michael first reported a position in Morgan Stanley in Q4 2013 and has held it in 51 quarters since.
Salzhauer Michael's Morgan Stanley position peaked at $1.21M in Q4 2022.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Salzhauer Michael's 13F filing for Q2 2026, filed 20 Jul 2026.