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Sierra Capital’s Morgan Stanley MS Stock Holding History

Sierra Capital’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 		$697K Sell
3,335
-45
-1% -$8.91K 0.07% 157
2026
Q1 		$556K Buy
+3,380
New +$585K 0.06% 159
2023
Q1 		– Sell
-126
Closed -$11K – 426
2022
Q4 		$11K Hold
126
– – ﹤0.01% 350
2022
Q3 		$10K Sell
126
-26
-17% -$2.19K ﹤0.01% 369
2022
Q2 		$12K Sell
152
-34
-18% -$2.79K ﹤0.01% 429
2022
Q1 		$16K Buy
186
+12
+7% +$1.16K ﹤0.01% 430
2021
Q4 		$17K Buy
+174
New +$17.3K ﹤0.01% 426

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

Sierra Capital's MS Position: Q2 2026 in Review

Sierra Capital reduced its Morgan Stanley (MS) stake by 1.3% in Q2 2026, selling an estimated $8.91K and leaving 3,335 shares worth $697K. The position accounts for 0.07% of the portfolio, ranked #157.

Sierra Capital first reported a position in MS in Q4 2021 and has held it in 7 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sierra Capital held 3,335 shares of Morgan Stanley worth $697K as of Q2 2026.
  • Sierra Capital sold 45 Morgan Stanley shares in Q2 2026, an estimated $8.91K.
  • Morgan Stanley made up 0.07% of Sierra Capital's portfolio in Q2 2026, its #157 holding.
  • Sierra Capital first reported a position in Morgan Stanley in Q4 2021 and has held it in 7 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.