SCS Capital Management’s Morgan Stanley MS Stock Holding History

SCS Capital Management’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	$30.1M	Sell	144,148 -950	-0.7%	-$188K	0.28%	53
2026 Q1	$23.9M	Sell	145,098 -13,844	-9%	-$2.4M	0.25%	56
2025 Q4	$28.2M	Sell	158,942 -6,062	-4%	-$1.01M	0.3%	56
2025 Q3	$26.2M	Sell	165,004 -1,442	-0.9%	-$213K	0.29%	56
2025 Q2	$23.4M	Buy	166,446 +123,655	+289%	+$15.2M	0.26%	60
2025 Q1	$4.99M	Buy	+42,791	New	+$5.51M	0.06%	124

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

SCS Capital Management's MS Position: Q2 2026 in Review

SCS Capital Management reduced its Morgan Stanley (MS) stake by 0.65% in Q2 2026, selling an estimated $188K and leaving 144,148 shares worth $30.1M. The position accounts for 0.28% of the portfolio, ranked #53.

SCS Capital Management first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

SCS Capital Management held 144,148 shares of Morgan Stanley worth $30.1M as of Q2 2026.
SCS Capital Management sold 950 Morgan Stanley shares in Q2 2026, an estimated $188K.
Morgan Stanley made up 0.28% of SCS Capital Management's portfolio in Q2 2026, its #53 holding.
SCS Capital Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.