Van Diest Capital’s Morgan Stanley MS Stock Holding History

Van Diest 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	–	Sell	-1,266	Closed	-$208K	–	208
2026 Q1	$208K	Buy	+1,266	New	+$219K	0.16%	175

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

Van Diest Capital's MS Position: Q2 2026 in Review

Van Diest Capital sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 1,266 shares — an estimated $208K sold.

Van Diest Capital first reported a position in MS in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Van Diest Capital reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
Van Diest Capital sold 1,266 Morgan Stanley shares in Q2 2026, an estimated $208K.
Van Diest Capital first reported a position in Morgan Stanley in Q1 2026 and held it in 1 quarter.
Van Diest Capital's Morgan Stanley position peaked at $208K in Q1 2026.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Van Diest Capital's 13F filing for Q2 2026, filed 4 Aug 2026.