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Schear Investment Advisers’s Morgan Stanley MS Stock Holding History

Schear Investment Advisers’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 		$4.21M Buy
20,156
+776
+4% +$154K 1.41% 23
2026
Q1 		$3.19M Buy
19,380
+183
+1% +$31.7K 1.41% 21
2025
Q4 		$3.41M Buy
19,197
+1,533
+9% +$256K 1.47% 21
2025
Q3 		$2.81M Buy
17,664
+204
+1% +$30.1K 1.25% 23
2025
Q2 		$2.46M Buy
17,460
+964
+6% +$118K 1.22% 23
2025
Q1 		$1.92M Buy
16,496
+2,687
+19% +$346K 1.11% 27
2024
Q4 		$1.74M Buy
13,809
+3,018
+28% +$372K 0.92% 31
2024
Q3 		$1.12M Buy
10,791
+887
+9% +$89.3K 0.7% 50
2024
Q2 		$963K Sell
9,904
-221
-2% -$21K 0.7% 50
2024
Q1 		$953K Sell
10,125
-4,442
-30% -$391K 0.77% 47
2023
Q4 		$1.36M Sell
14,567
-228
-2% -$18.2K 1.31% 23
2023
Q3 		$1.21M Sell
14,795
-457
-3% -$39.7K 1.3% 24
2023
Q2 		$1.3M Buy
15,252
+93
+0.6% +$7.95K 1.38% 20
2023
Q1 		$1.33M Buy
15,159
+111
+0.7% +$10.4K 1.59% 20
2022
Q4 		$1.28M Buy
+15,048
New +$1.28M 1.58% 20

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

Schear Investment Advisers's MS Position: Q2 2026 in Review

Schear Investment Advisers increased its Morgan Stanley (MS) stake by 4% in Q2 2026, buying an estimated $154K and bringing the position to 20,156 shares worth $4.21M. The position accounts for 1.41% of the portfolio, ranked #23.

Schear Investment Advisers first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Schear Investment Advisers held 20,156 shares of Morgan Stanley worth $4.21M as of Q2 2026.
  • Schear Investment Advisers bought 776 Morgan Stanley shares in Q2 2026, an estimated $154K.
  • Morgan Stanley made up 1.41% of Schear Investment Advisers's portfolio in Q2 2026, its #23 holding.
  • Schear Investment Advisers first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.