SMC
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Smith, Moore & Co’s Morgan Stanley MS Stock Holding History

Smith, Moore & Co’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 		$328K Buy
1,570
+1
+0.1% +$198 0.02% 439
2026
Q1 		$258K Buy
1,569
+342
+28% +$59.2K 0.02% 482
2025
Q4 		$218K Sell
1,227
-32
-3% -$5.34K 0.02% 493
2025
Q3 		$200K Buy
+1,259
New +$186K 0.02% 506

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

Smith, Moore & Co's MS Position: Q2 2026 in Review

Smith, Moore & Co increased its Morgan Stanley (MS) stake by 0.06% in Q2 2026, buying an estimated $198 and bringing the position to 1,570 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #439.

Smith, Moore & Co first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Smith, Moore & Co held 1,570 shares of Morgan Stanley worth $328K as of Q2 2026.
  • Smith, Moore & Co bought 1 Morgan Stanley share in Q2 2026, an estimated $198.
  • Morgan Stanley made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #439 holding.
  • Smith, Moore & Co first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.