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Syon Capital’s Morgan Stanley MS Stock Holding History

Syon Capital’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 		$4.23M Sell
20,251
-1,705
-8% -$338K 0.18% 77
2026
Q1 		$3.61M Sell
21,956
-1,069
-5% -$185K 0.18% 82
2025
Q4 		$4.09M Buy
23,025
+1,565
+7% +$261K 0.2% 74
2025
Q3 		$3.41M Buy
21,460
+3,255
+18% +$481K 0.18% 73
2025
Q2 		$2.56M Buy
18,205
+1,344
+8% +$165K 0.17% 86
2025
Q1 		$1.97M Buy
16,861
+7,555
+81% +$973K 0.16% 95
2024
Q4 		$1.17M Buy
9,306
+3,470
+59% +$427K 0.11% 140
2024
Q3 		$608K Buy
5,836
+142
+2% +$14.3K 0.05% 238
2024
Q2 		$553K Buy
5,694
+167
+3% +$15.9K 0.05% 245
2024
Q1 		$520K Buy
5,527
+213
+4% +$18.8K 0.05% 260
2023
Q4 		$495K Buy
5,314
+1,006
+23% +$80.5K 0.05% 254
2023
Q3 		$352K Buy
+4,308
New +$374K 0.04% 246

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

Syon Capital's MS Position: Q2 2026 in Review

Syon Capital reduced its Morgan Stanley (MS) stake by 7.8% in Q2 2026, selling an estimated $338K and leaving 20,251 shares worth $4.23M. The position accounts for 0.18% of the portfolio, ranked #77.

Syon Capital first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Syon Capital held 20,251 shares of Morgan Stanley worth $4.23M as of Q2 2026.
  • Syon Capital sold 1,705 Morgan Stanley shares in Q2 2026, an estimated $338K.
  • Morgan Stanley made up 0.18% of Syon Capital's portfolio in Q2 2026, its #77 holding.
  • Syon Capital first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.