Altar Rock LLC’s Morgan Stanley MS Stock Holding History

Altar Rock LLC’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	-1,517	Closed	-$250K	–	136
2026 Q1	$250K	Buy	1,517 +132	+10%	+$22.9K	0.29%	82
2025 Q4	$246K	Buy	+1,385	New	+$231K	0.29%	80

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Altar Rock LLC's MS Position: Q2 2026 in Review

Altar Rock LLC sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 1,517 shares — an estimated $250K sold.

Altar Rock LLC first reported a position in MS in Q4 2025 and held it in 2 quarters. The position peaked at $250K in Q1 2026. 2,744 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Altar Rock LLC reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
Altar Rock LLC sold 1,517 Morgan Stanley shares in Q2 2026, an estimated $250K.
Altar Rock LLC first reported a position in Morgan Stanley in Q4 2025 and held it in 2 quarters.
Altar Rock LLC's Morgan Stanley position peaked at $250K in Q1 2026.
2,744 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Altar Rock LLC's 13F filing for Q2 2026, filed 21 Sep 2026.