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Scholtz & Company’s Morgan Stanley MS Stock Holding History

Scholtz & Company’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 		$6.54M Sell
31,266
-1,161
-4% -$230K 3.26% 11
2026
Q1 		$5.34M Buy
32,427
+208
+0.6% +$36K 2.73% 10
2025
Q4 		$5.72M Buy
32,219
+101
+0.3% +$16.8K 2.48% 14
2025
Q3 		$5.11M Sell
32,118
-1,842
-5% -$272K 2.24% 15
2025
Q2 		$4.78M Buy
33,960
+27,845
+455% +$3.42M 2.1% 18
2025
Q1 		$713K Buy
+6,115
New +$788K 0.35% 36
2023
Q2 		– Sell
-21,737
Closed -$1.91M – 40
2023
Q1 		$1.91M Buy
+21,737
New +$2.03M 1.36% 22

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

Scholtz & Company's MS Position: Q2 2026 in Review

Scholtz & Company reduced its Morgan Stanley (MS) stake by 3.6% in Q2 2026, selling an estimated $230K and leaving 31,266 shares worth $6.54M. The position accounts for 3.26% of the portfolio, ranked #11.

Scholtz & Company first reported a position in MS in Q1 2023 and has held it in 7 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Scholtz & Company held 31,266 shares of Morgan Stanley worth $6.54M as of Q2 2026.
  • Scholtz & Company sold 1,161 Morgan Stanley shares in Q2 2026, an estimated $230K.
  • Morgan Stanley made up 3.26% of Scholtz & Company's portfolio in Q2 2026, its #11 holding.
  • Scholtz & Company first reported a position in Morgan Stanley in Q1 2023 and has held it in 7 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Scholtz & Company's 13F filing for Q2 2026, filed 11 Aug 2026.