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Thrive Capital Management (Pennsylvania)’s Morgan Stanley MS Stock Holding History

Thrive Capital Management (Pennsylvania)’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 		$400K Sell
1,914
-28
-1% -$5.54K 0.08% 138
2026
Q1 		$320K Sell
1,942
-4
-0.2% -$693 0.07% 142
2025
Q4 		$345K Buy
1,946
+115
+6% +$19.2K 0.08% 144
2025
Q3 		$291K Sell
1,831
-164
-8% -$24.2K 0.08% 153
2025
Q2 		$281K Buy
+1,995
New +$245K 0.09% 147
2024
Q1 		– Sell
-2,410
Closed -$225K – 177
2023
Q4 		$225K Buy
+2,410
New +$193K 0.12% 135

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

Thrive Capital Management (Pennsylvania)'s MS Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its Morgan Stanley (MS) stake by 1.4% in Q2 2026, selling an estimated $5.54K and leaving 1,914 shares worth $400K. The position accounts for 0.08% of the portfolio, ranked #138.

Thrive Capital Management (Pennsylvania) first reported a position in MS in Q4 2023 and has held it in 6 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Thrive Capital Management (Pennsylvania) held 1,914 shares of Morgan Stanley worth $400K as of Q2 2026.
  • Thrive Capital Management (Pennsylvania) sold 28 Morgan Stanley shares in Q2 2026, an estimated $5.54K.
  • Morgan Stanley made up 0.08% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #138 holding.
  • Thrive Capital Management (Pennsylvania) first reported a position in Morgan Stanley in Q4 2023 and has held it in 6 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.