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Stephens Inc’s Morgan Stanley MS Stock Holding History

Stephens Inc’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 		$6.46M Buy
30,893
+2,061
+7% +$408K 0.07% 252
2026
Q1 		$4.74M Buy
28,832
+140
+0.5% +$24.2K 0.06% 296
2025
Q4 		$5.09M Buy
28,692
+439
+2% +$73.2K 0.06% 287
2025
Q3 		$4.49M Sell
28,253
-809
-3% -$119K 0.06% 311
2025
Q2 		$4.09M Sell
29,062
-226
-0.8% -$27.8K 0.06% 316
2025
Q1 		$3.42M Sell
29,288
-534
-2% -$68.8K 0.05% 338
2024
Q4 		$3.75M Sell
29,822
-2,027
-6% -$250K 0.05% 316
2024
Q3 		$3.32M Buy
31,849
+1,972
+7% +$199K 0.05% 337
2024
Q2 		$2.9M Sell
29,877
-68
-0.2% -$6.47K 0.04% 352
2024
Q1 		$2.82M Sell
29,945
-64,806
-68% -$5.71M 0.04% 348
2023
Q4 		$8.84M Buy
94,751
+39,367
+71% +$3.15M 0.15% 161
2023
Q3 		$4.52M Sell
55,384
-16,864
-23% -$1.46M 0.09% 238
2023
Q2 		$6.17M Buy
72,248
+21,251
+42% +$1.82M 0.11% 202
2023
Q1 		$4.48M Sell
50,997
-2,574
-5% -$240K 0.09% 241
2022
Q4 		$4.55M Buy
53,571
+4,480
+9% +$382K 0.09% 219
2022
Q3 		$3.88M Buy
49,091
+4,427
+10% +$373K 0.08% 249
2022
Q2 		$3.4M Buy
44,664
+3,078
+7% +$252K 0.07% 285
2022
Q1 		$3.63M Buy
41,586
+3,089
+8% +$298K 0.06% 311
2021
Q4 		$3.78M Sell
38,497
-12,640
-25% -$1.26M 0.06% 327
2021
Q3 		$4.98M Sell
51,137
-4,553
-8% -$451K 0.08% 269
2021
Q2 		$5.11M Buy
55,690
+4,891
+10% +$419K 0.08% 264
2021
Q1 		$3.94M Buy
50,799
+2,339
+5% +$179K 0.06% 298
2020
Q4 		$3.32M Buy
48,460
+1,155
+2% +$66.3K 0.06% 322
2020
Q3 		$2.29M Sell
47,305
-3,281
-6% -$165K 0.05% 363
2020
Q2 		$2.44M Buy
50,586
+26,814
+113% +$1.13M 0.05% 343
2020
Q1 		$808K Buy
23,772
+13,838
+139% +$652K 0.02% 530
2019
Q4 		$508K Sell
9,934
-811
-8% -$38.4K 0.01% 719
2019
Q3 		$458K Buy
10,745
+967
+10% +$41.3K 0.01% 780
2019
Q2 		$428K Buy
9,778
+611
+7% +$27.3K 0.01% 793
2019
Q1 		$387K Buy
9,167
+1,449
+19% +$61K 0.01% 824
2018
Q4 		$306K Sell
7,718
-5,198
-40% -$227K 0.01% 839
2018
Q3 		$601K Buy
12,916
+285
+2% +$13.9K 0.02% 726
2018
Q2 		$599K Sell
12,631
-12,585
-50% -$658K 0.02% 572
2018
Q1 		$1.36M Buy
25,216
+12,162
+93% +$673K 0.05% 343
2017
Q4 		$685K Sell
13,054
-690
-5% -$34.9K 0.03% 436
2017
Q3 		$662K Sell
13,744
-430
-3% -$19.9K 0.02% 448
2017
Q2 		$632K Buy
14,174
+2,249
+19% +$97K 0.02% 515
2017
Q1 		$511K Buy
11,925
+1,010
+9% +$44.8K 0.02% 545
2016
Q4 		$461K Sell
10,915
-803
-7% -$30.4K 0.02% 510
2016
Q3 		$376K Buy
11,718
+2,375
+25% +$70.8K 0.02% 570
2016
Q2 		$243K Sell
9,343
-89
-0.9% -$2.33K 0.01% 642
2016
Q1 		$236K Sell
9,432
-2,834
-23% -$72.3K 0.01% 618
2015
Q4 		$390K Sell
12,266
-447
-4% -$14.9K 0.02% 491
2015
Q3 		$400K Buy
12,713
+143
+1% +$5.21K 0.02% 492
2015
Q2 		$488K Sell
12,570
-436
-3% -$16.6K 0.02% 506
2015
Q1 		$464K Sell
13,006
-25,017
-66% -$898K 0.02% 519
2014
Q4 		$1.48M Buy
38,023
+1,296
+4% +$46.1K 0.07% 272
2014
Q3 		$1.27M Buy
36,727
+25,535
+228% +$851K 0.06% 300
2014
Q2 		$362K Buy
11,192
+3,353
+43% +$103K 0.02% 583
2014
Q1 		$244K Buy
7,839
+50
+0.6% +$1.54K 0.01% 657
2013
Q4 		$244K Sell
7,789
-374
-5% -$11.1K 0.01% 713
2013
Q3 		$220K Sell
8,163
-70
-0.9% -$1.88K 0.01% 682
2013
Q2 		$201K Buy
+8,233
New +$195K 0.01% 648

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

Stephens Inc's MS Position: Q2 2026 in Review

Stephens Inc increased its Morgan Stanley (MS) stake by 7.1% in Q2 2026, buying an estimated $408K and bringing the position to 30,893 shares worth $6.46M. The position accounts for 0.07% of the portfolio, ranked #252.

Stephens Inc first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.84M in Q4 2023. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Stephens Inc held 30,893 shares of Morgan Stanley worth $6.46M as of Q2 2026.
  • Stephens Inc bought 2,061 Morgan Stanley shares in Q2 2026, an estimated $408K.
  • Morgan Stanley made up 0.07% of Stephens Inc's portfolio in Q2 2026, its #252 holding.
  • Stephens Inc first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • Stephens Inc's Morgan Stanley position peaked at $8.84M in Q4 2023.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.