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Waterloo Capital’s Morgan Stanley MS Stock Holding History

Waterloo 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 		$2.87M Buy
13,750
+10,140
+281% +$2.01M 0.16% 130
2026
Q1 		$594K Sell
3,610
-2,486
-41% -$430K 0.04% 277
2025
Q4 		$1.08M Buy
6,096
+1,580
+35% +$264K 0.08% 200
2025
Q3 		$718K Buy
4,516
+1,870
+71% +$276K 0.05% 226
2025
Q2 		$373K Buy
+2,646
New +$325K 0.03% 322

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 $3.38T AUM 44.17% 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

Waterloo Capital's MS Position: Q2 2026 in Review

Waterloo Capital increased its Morgan Stanley (MS) stake by 281% in Q2 2026, buying an estimated $2.01M and bringing the position to 13,750 shares worth $2.87M. The position accounts for 0.16% of the portfolio, ranked #130.

Waterloo Capital first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Waterloo Capital held 13,750 shares of Morgan Stanley worth $2.87M as of Q2 2026.
  • Waterloo Capital bought 10,140 Morgan Stanley shares in Q2 2026, an estimated $2.01M.
  • Morgan Stanley made up 0.16% of Waterloo Capital's portfolio in Q2 2026, its #130 holding.
  • Waterloo Capital first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.