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Synergy Investment Management’s Morgan Stanley MS Stock Holding History

Synergy 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 		$68.2K Buy
334
+243
+267% +$48.1K 0.02% 331
2026
Q1 		$15K Buy
+91
New +$15.8K ﹤0.01% 449
2025
Q2 		– Sell
-62
Closed -$7.23K – 387
2025
Q1 		$7.23K Hold
62
– – ﹤0.01% 412
2024
Q4 		$7.79K Buy
+62
New +$7.64K ﹤0.01% 413

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

Synergy Investment Management's MS Position: Q2 2026 in Review

Synergy Investment Management increased its Morgan Stanley (MS) stake by 267% in Q2 2026, buying an estimated $48.1K and bringing the position to 334 shares worth $68.2K. The position accounts for 0.02% of the portfolio, ranked #331.

Synergy Investment Management first reported a position in MS in Q4 2024 and has held it in 4 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Synergy Investment Management held 334 shares of Morgan Stanley worth $68.2K as of Q2 2026.
  • Synergy Investment Management bought 243 Morgan Stanley shares in Q2 2026, an estimated $48.1K.
  • Morgan Stanley made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #331 holding.
  • Synergy Investment Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 4 quarters since.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.