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Sand Hill Global Advisors’s Morgan Stanley MS Stock Holding History

Sand Hill Global Advisors’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 		$313K Buy
1,496
+81
+6% +$16K 0.01% 180
2026
Q1 		$233K Buy
+1,415
New +$245K 0.01% 188
2021
Q3 		– Sell
-2,346
Closed -$215K – 164
2021
Q2 		$215K Buy
+2,346
New +$201K 0.01% 150

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

Sand Hill Global Advisors's MS Position: Q2 2026 in Review

Sand Hill Global Advisors increased its Morgan Stanley (MS) stake by 5.7% in Q2 2026, buying an estimated $16K and bringing the position to 1,496 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #180.

Sand Hill Global Advisors first reported a position in MS in Q2 2021 and has held it in 3 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sand Hill Global Advisors held 1,496 shares of Morgan Stanley worth $313K as of Q2 2026.
  • Sand Hill Global Advisors bought 81 Morgan Stanley shares in Q2 2026, an estimated $16K.
  • Morgan Stanley made up 0.01% of Sand Hill Global Advisors's portfolio in Q2 2026, its #180 holding.
  • Sand Hill Global Advisors first reported a position in Morgan Stanley in Q2 2021 and has held it in 3 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.