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Saxon Interests’s Morgan Stanley MS Stock Holding History

Saxon Interests’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 		$246K Sell
1,178
-99
-8% -$19.6K 0.07% 208
2026
Q1 		$210K Sell
1,277
-32
-2% -$5.54K 0.07% 217
2025
Q4 		$232K Sell
1,309
-107
-8% -$17.8K 0.08% 191
2025
Q3 		$213K Buy
+1,416
New +$209K 0.08% 195

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

Saxon Interests's MS Position: Q2 2026 in Review

Saxon Interests reduced its Morgan Stanley (MS) stake by 7.8% in Q2 2026, selling an estimated $19.6K and leaving 1,178 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #208.

Saxon Interests first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Saxon Interests held 1,178 shares of Morgan Stanley worth $246K as of Q2 2026.
  • Saxon Interests sold 99 Morgan Stanley shares in Q2 2026, an estimated $19.6K.
  • Morgan Stanley made up 0.07% of Saxon Interests's portfolio in Q2 2026, its #208 holding.
  • Saxon Interests first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.