Stephenson & Company’s Morgan Stanley MS Stock Holding History

Stephenson & Company’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	$261K	Hold	1,249	–	–	0.12%	40
2026 Q1	$206K	Hold	1,249	–	–	0.11%	42
2025 Q4	$222K	Buy	+1,249	New	+$208K	0.12%	41

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

Stephenson & Company's MS Position: Q2 2026 in Review

Stephenson & Company held its Morgan Stanley (MS) position steady in Q2 2026 at 1,249 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #40.

Stephenson & Company first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Stephenson & Company held 1,249 shares of Morgan Stanley worth $261K as of Q2 2026.
Stephenson & Company left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.12% of Stephenson & Company's portfolio in Q2 2026, its #40 holding.
Stephenson & Company first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Stephenson & Company's 13F filing for Q2 2026, filed 28 Jul 2026.