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Signature Equity Partners’s Morgan Stanley MS Stock Holding History

Signature Equity Partners’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 		$216K Sell
1,033
-12
-1% -$2.38K 0.1% 183
2026
Q1 		$172K Buy
1,045
+38
+4% +$6.58K 0.09% 203
2025
Q4 		$179K Buy
+1,007
New +$168K 0.1% 184

Other funds holding MS

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State Street
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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

Signature Equity Partners's MS Position: Q2 2026 in Review

Signature Equity Partners reduced its Morgan Stanley (MS) stake by 1.1% in Q2 2026, selling an estimated $2.38K and leaving 1,033 shares worth $216K. The position accounts for 0.1% of the portfolio, ranked #183.

Signature Equity Partners first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Signature Equity Partners held 1,033 shares of Morgan Stanley worth $216K as of Q2 2026.
  • Signature Equity Partners sold 12 Morgan Stanley shares in Q2 2026, an estimated $2.38K.
  • Morgan Stanley made up 0.1% of Signature Equity Partners's portfolio in Q2 2026, its #183 holding.
  • Signature Equity Partners first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.