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StoneX Group’s Morgan Stanley MS Stock Holding History

StoneX Group’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 		$4.6M Sell
22,011
-1,144
-5% -$227K 0.19% 86
2026
Q1 		$3.81M Sell
23,155
-7,167
-24% -$1.24M 0.21% 84
2025
Q4 		$5.38M Buy
30,322
+1,056
+4% +$176K 0.23% 78
2025
Q3 		$4.65M Sell
29,266
-7,014
-19% -$1.04M 0.2% 101
2025
Q2 		$5.11M Buy
36,280
+424
+1% +$52.1K 0.25% 75
2025
Q1 		$4.18M Buy
35,856
+3,097
+9% +$399K 0.23% 92
2024
Q4 		$4.12M Buy
32,759
+6,071
+23% +$748K 0.23% 90
2024
Q3 		$2.78M Buy
26,688
+5,448
+26% +$549K 0.2% 98
2024
Q2 		$2.06M Buy
21,240
+2,158
+11% +$205K 0.16% 109
2024
Q1 		$1.8M Buy
19,082
+4,417
+30% +$389K 0.16% 125
2023
Q4 		$1.37M Buy
14,665
+2,634
+22% +$211K 0.14% 142
2023
Q3 		$983K Buy
12,031
+576
+5% +$50K 0.11% 169
2023
Q2 		$978K Buy
11,455
+457
+4% +$39.1K 0.1% 177
2023
Q1 		$966K Buy
10,998
+1,682
+18% +$157K 0.11% 173
2022
Q4 		$792K Buy
9,316
+772
+9% +$65.8K 0.09% 196
2022
Q3 		$675K Sell
8,544
-499
-6% -$42.1K 0.09% 211
2022
Q2 		$688K Sell
9,043
-1,483
-14% -$121K 0.08% 228
2022
Q1 		$920K Buy
10,526
+1,243
+13% +$120K 0.07% 229
2021
Q4 		$911K Buy
9,283
+4,517
+95% +$450K 0.11% 188
2021
Q3 		$464K Sell
4,766
-1,005
-17% -$99.6K 0.07% 271
2021
Q2 		$529K Buy
5,771
+1,392
+32% +$119K 0.08% 246
2021
Q1 		$340K Buy
+4,379
New +$336K 0.06% 272

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

StoneX Group's MS Position: Q2 2026 in Review

StoneX Group reduced its Morgan Stanley (MS) stake by 4.9% in Q2 2026, selling an estimated $227K and leaving 22,011 shares worth $4.6M. The position accounts for 0.19% of the portfolio, ranked #86.

StoneX Group first reported a position in MS in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.38M in Q4 2025. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • StoneX Group held 22,011 shares of Morgan Stanley worth $4.6M as of Q2 2026.
  • StoneX Group sold 1,144 Morgan Stanley shares in Q2 2026, an estimated $227K.
  • Morgan Stanley made up 0.19% of StoneX Group's portfolio in Q2 2026, its #86 holding.
  • StoneX Group first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • StoneX Group's Morgan Stanley position peaked at $5.38M in Q4 2025.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.