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Stone House Investment Management’s Morgan Stanley MS Stock Holding History

Stone House Investment 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 		$420K Buy
2,009
+1,929
+2,411% +$382K 0.06% 54
2026
Q1 		$13.2K Hold
80
– – ﹤0.01% 316
2025
Q4 		$14.2K Buy
80
+4
+5% +$667 ﹤0.01% 285
2025
Q3 		$12.1K Buy
76
+6
+9% +$886 ﹤0.01% 269
2025
Q2 		$9.86K Hold
70
– – ﹤0.01% 264
2025
Q1 		$8.17K Buy
+70
New +$9.02K ﹤0.01% 272
2024
Q4 		– Sell
-70
Closed -$7.3K – 239
2024
Q3 		$7.3K Hold
70
– – ﹤0.01% 243
2024
Q2 		$6.8K Hold
70
– – ﹤0.01% 254
2024
Q1 		$6.59K Hold
70
– – ﹤0.01% 269
2023
Q4 		$6.53K Hold
70
– – ﹤0.01% 187
2023
Q3 		$5.72K Hold
70
– – ﹤0.01% 196
2023
Q2 		$5.98K Hold
70
– – ﹤0.01% 192
2023
Q1 		$6.15K Buy
+70
New +$6.53K ﹤0.01% 194

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 $3.38T AUM 44.17% 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

Stone House Investment Management's MS Position: Q2 2026 in Review

Stone House Investment Management increased its Morgan Stanley (MS) stake by 2,411% in Q2 2026, buying an estimated $382K and bringing the position to 2,009 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #54.

Stone House Investment Management first reported a position in MS in Q1 2023 and has held it in 13 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Stone House Investment Management held 2,009 shares of Morgan Stanley worth $420K as of Q2 2026.
  • Stone House Investment Management bought 1,929 Morgan Stanley shares in Q2 2026, an estimated $382K.
  • Morgan Stanley made up 0.06% of Stone House Investment Management's portfolio in Q2 2026, its #54 holding.
  • Stone House Investment Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.