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West Family Investments’s Morgan Stanley MS Stock Holding History

West Family Investments’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 		$983K Buy
4,702
+1,816
+63% +$360K 0.28% 59
2026
Q1 		$475K Sell
2,886
-2,752
-49% -$476K 0.17% 114
2025
Q4 		$1M Sell
5,638
-1,159
-17% -$193K 0.24% 85
2025
Q3 		$307K Buy
6,797
+1,227
+22% +$181K 0.07% 282
2025
Q2 		$785K Buy
5,570
+2,092
+60% +$257K 0.2% 104
2025
Q1 		$406K Buy
3,478
+529
+18% +$68.2K 0.15% 135
2024
Q4 		$371K Sell
2,949
-68
-2% -$8.38K 0.13% 161
2024
Q3 		$314K Buy
3,017
+424
+16% +$42.7K 0.11% 198
2024
Q2 		$252K Buy
2,593
+27
+1% +$2.57K 0.08% 200
2024
Q1 		$242K Buy
+2,566
New +$226K 0.08% 217
2023
Q4 		– Sell
-3,677
Closed -$300K – 255
2023
Q3 		$300K Sell
3,677
-1,000
-21% -$86.8K 0.1% 159
2023
Q2 		$399K Hold
4,677
– – 0.16% 119
2023
Q1 		$411K Hold
4,677
– – 0.16% 103
2022
Q4 		$398K Sell
4,677
-77
-2% -$6.56K 0.14% 124
2022
Q3 		$376K Buy
4,754
+721
+18% +$60.8K 0.16% 121
2022
Q2 		$307K Sell
4,033
-256
-6% -$21K 0.12% 149
2022
Q1 		$375K Sell
4,289
-150
-3% -$14.5K 0.11% 154
2021
Q4 		$436K Sell
4,439
-471
-10% -$46.9K 0.12% 142
2021
Q3 		$478K Buy
4,910
+174
+4% +$17.2K 0.12% 142
2021
Q2 		$434K Buy
+4,736
New +$406K 0.12% 156

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

West Family Investments's MS Position: Q2 2026 in Review

West Family Investments increased its Morgan Stanley (MS) stake by 63% in Q2 2026, buying an estimated $360K and bringing the position to 4,702 shares worth $983K. The position accounts for 0.28% of the portfolio, ranked #59.

West Family Investments first reported a position in MS in Q2 2021 and has held it in 20 quarters since. The position peaked at $1M in Q4 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • West Family Investments held 4,702 shares of Morgan Stanley worth $983K as of Q2 2026.
  • West Family Investments bought 1,816 Morgan Stanley shares in Q2 2026, an estimated $360K.
  • Morgan Stanley made up 0.28% of West Family Investments's portfolio in Q2 2026, its #59 holding.
  • West Family Investments first reported a position in Morgan Stanley in Q2 2021 and has held it in 20 quarters since.
  • West Family Investments's Morgan Stanley position peaked at $1M in Q4 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.