Tuttle Capital Management’s Morgan Stanley MS Stock Holding History

Tuttle Capital 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	$902K	Hold	4,317	–	–	0.61%	39
2026 Q1	$710K	Hold	4,317	–	–	1.17%	26
2025 Q4	$766K	Buy	+4,317	New	+$720K	1.69%	22
2021 Q3	–	Sell	-7,182	Closed	-$659K	–	219
2021 Q2	$659K	Sell	7,182 -1,415	-16%	-$121K	0.29%	134
2021 Q1	$668K	Buy	+8,597	New	+$659K	0.26%	94
2020 Q3	–	Sell	-13,493	Closed	-$652K	–	163
2020 Q2	$652K	Buy	+13,493	New	+$567K	0.46%	57
2018 Q2	–	Sell	-22,697	Closed	-$1.22M	–	137
2018 Q1	$1.22M	Buy	22,697 +8,705	+62%	+$482K	0.99%	50
2017 Q4	$734K	Buy	+13,992	New	+$708K	0.89%	37
2017 Q1	–	Sell	-9,039	Closed	-$381K	–	56
2016 Q4	$381K	Buy	9,039 +3,862	+75%	+$146K	0.38%	32
2016 Q3	$165K	Buy	+5,177	New	+$154K	0.13%	54

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

Tuttle Capital Management's MS Position: Q2 2026 in Review

Tuttle Capital Management held its Morgan Stanley (MS) position steady in Q2 2026 at 4,317 shares worth $902K. The position accounts for 0.61% of the portfolio, ranked #39.

Tuttle Capital Management first reported a position in MS in Q3 2016 and has held it in 10 quarters since. The position peaked at $1.22M in Q1 2018. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Tuttle Capital Management held 4,317 shares of Morgan Stanley worth $902K as of Q2 2026.
Tuttle Capital Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.61% of Tuttle Capital Management's portfolio in Q2 2026, its #39 holding.
Tuttle Capital Management first reported a position in Morgan Stanley in Q3 2016 and has held it in 10 quarters since.
Tuttle Capital Management's Morgan Stanley position peaked at $1.22M in Q1 2018.
2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Tuttle Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.