Ulysses Management’s Morgan Stanley MS Stock Holding History

Ulysses 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	$1.67M	Buy	+8,000	New	+$1.58M	0.33%	29
2022 Q1	–	Sell	-10,000	Closed	-$982K	–	61
2021 Q4	$982K	Buy	10,000 +1,000	+11%	+$99.6K	0.11%	43
2021 Q3	$876K	Buy	+9,000	New	+$892K	0.09%	51
2018 Q1	–	Sell	-20,000	Closed	-$1.05M	–	63
2017 Q4	$1.05M	Buy	+20,000	New	+$1.01M	0.11%	46

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

Ulysses Management's MS Position: Q2 2026 in Review

Ulysses Management opened a new position in Morgan Stanley (MS) in Q2 2026: 8,000 shares worth $1.67M. The stake represents 0.33% of the portfolio and ranks #29 among its holdings. This is a return to the name: Ulysses Management previously reported a position in MS as recently as Q4 2021.

Ulysses Management first reported a position in MS in Q4 2017 and has held it in 4 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Ulysses Management held 8,000 shares of Morgan Stanley worth $1.67M as of Q2 2026.
Morgan Stanley was a new Ulysses Management position in Q2 2026.
Morgan Stanley made up 0.33% of Ulysses Management's portfolio in Q2 2026, its #29 holding.
Ulysses Management first reported a position in Morgan Stanley in Q4 2017 and has held it in 4 quarters since.
2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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