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Severin Investments’s Morgan Stanley MS Stock Holding History

Severin Investments’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 		$1.01M Buy
4,845
+2,868
+145% +$568K 0.76% 31
2026
Q1 		$325K Sell
1,977
-776
-28% -$134K 0.28% 135
2025
Q4 		$489K Sell
2,753
-237
-8% -$39.5K 0.43% 95
2025
Q3 		$475K Sell
2,990
-49
-2% -$7.24K 0.42% 97
2025
Q2 		$428K Sell
3,039
-294
-9% -$36.1K 0.4% 109
2025
Q1 		$389K Buy
3,333
+381
+13% +$49.1K 0.39% 108
2024
Q4 		$371K Buy
+2,952
New +$364K 0.37% 114

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

Severin Investments's MS Position: Q2 2026 in Review

Severin Investments increased its Morgan Stanley (MS) stake by 145% in Q2 2026, buying an estimated $568K and bringing the position to 4,845 shares worth $1.01M. The position accounts for 0.76% of the portfolio, ranked #31.

Severin Investments first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,718 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Severin Investments held 4,845 shares of Morgan Stanley worth $1.01M as of Q2 2026.
  • Severin Investments bought 2,868 Morgan Stanley shares in Q2 2026, an estimated $568K.
  • Morgan Stanley made up 0.76% of Severin Investments's portfolio in Q2 2026, its #31 holding.
  • Severin Investments first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,718 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Severin Investments's 13F filing for Q2 2026, filed 14 Aug 2026.