Symmetry Partners’s Morgan Stanley MS Stock Holding History

Symmetry Partners’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	$660K	Buy	3,160 +1,437	+83%	+$285K	0.03%	104
2026 Q1	$284K	Buy	+1,723	New	+$298K	0.02%	151
2024 Q3	–	Sell	-16,365	Closed	-$1.59M	–	353
2024 Q2	$1.59M	Sell	16,365 -588	-3%	-$56K	0.08%	107
2024 Q1	$1.6M	Sell	16,953 -8,471	-33%	-$746K	0.12%	114
2023 Q4	$2.38M	Sell	25,424 -3,841	-13%	-$307K	0.13%	75
2023 Q3	$2.39M	Hold	29,265	–	–	0.13%	79
2023 Q2	$2.5M	Sell	29,265 -1,999	-6%	-$171K	0.13%	83
2023 Q1	$2.75M	Hold	31,264	–	–	0.15%	76
2022 Q4	$2.66M	Sell	31,264 -1,295	-4%	-$110K	0.16%	73
2022 Q3	$2.57M	Hold	32,559	–	–	0.17%	69
2022 Q2	$2.48M	Sell	32,559 -733	-2%	-$60K	0.17%	66
2022 Q1	$2.91M	Hold	33,292	–	–	0.18%	62
2021 Q4	$3.27M	Sell	33,292 -1,058	-3%	-$105K	0.21%	64
2021 Q3	$3.41M	Hold	34,350	–	–	0.22%	60
2021 Q2	$3.15M	Sell	34,350 -205	-0.6%	-$17.6K	0.21%	74
2021 Q1	$2.68M	Buy	34,555 +1,947	+6%	+$149K	0.19%	77
2020 Q4	$2.23M	Buy	32,608 +3,145	+11%	+$180K	0.17%	80
2020 Q3	$1.43M	Buy	29,463 +12,826	+77%	+$646K	0.12%	109
2020 Q2	$804K	Buy	16,637 +7,638	+85%	+$321K	0.1%	87
2020 Q1	$306K	Buy	+8,999	New	+$424K	0.07%	203

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

Symmetry Partners's MS Position: Q2 2026 in Review

Symmetry Partners increased its Morgan Stanley (MS) stake by 83% in Q2 2026, buying an estimated $285K and bringing the position to 3,160 shares worth $660K. The position accounts for 0.03% of the portfolio, ranked #104.

Symmetry Partners first reported a position in MS in Q1 2020 and has held it in 20 quarters since. The position peaked at $3.41M in Q3 2021. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Symmetry Partners held 3,160 shares of Morgan Stanley worth $660K as of Q2 2026.
Symmetry Partners bought 1,437 Morgan Stanley shares in Q2 2026, an estimated $285K.
Morgan Stanley made up 0.03% of Symmetry Partners's portfolio in Q2 2026, its #104 holding.
Symmetry Partners first reported a position in Morgan Stanley in Q1 2020 and has held it in 20 quarters since.
Symmetry Partners's Morgan Stanley position peaked at $3.41M in Q3 2021.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.