Smartleaf Asset Management’s Morgan Stanley MS Stock Holding History

Smartleaf Asset 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	$4.7M	Hold	22,195	–	–	0.15%	114
2026 Q1	$3.52M	Buy	22,195 +1,938	+10%	+$336K	0.13%	147
2025 Q4	$3.63M	Buy	20,257 +3,284	+19%	+$548K	0.14%	134
2025 Q3	$2.74M	Buy	16,973 +5,203	+44%	+$768K	0.17%	127
2025 Q2	$1.66M	Sell	11,770 -1,323	-10%	-$162K	0.15%	159
2025 Q1	$1.51M	Buy	13,093 +1,010	+8%	+$130K	0.15%	160
2024 Q4	$1.52M	Buy	12,083 +2,526	+26%	+$311K	0.15%	148
2024 Q3	$995K	Buy	9,557 +2,945	+45%	+$297K	0.12%	188
2024 Q2	$633K	Buy	6,612 +1,985	+43%	+$189K	0.1%	222
2024 Q1	$433K	Buy	4,627 +1,827	+65%	+$161K	0.08%	237
2023 Q4	$259K	Buy	+2,800	New	+$224K	0.07%	280

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

Smartleaf Asset Management's MS Position: Q2 2026 in Review

Smartleaf Asset Management held its Morgan Stanley (MS) position steady in Q2 2026 at 22,195 shares worth $4.7M. The position accounts for 0.15% of the portfolio, ranked #114.

Smartleaf Asset Management first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Smartleaf Asset Management held 22,195 shares of Morgan Stanley worth $4.7M as of Q2 2026.
Smartleaf Asset Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.15% of Smartleaf Asset Management's portfolio in Q2 2026, its #114 holding.
Smartleaf Asset Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.