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Westend Capital Management’s Morgan Stanley MS Stock Holding History

Westend Capital 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 		$4.81K Sell
23
-82
-78% -$16.2K ﹤0.01% 179
2026
Q1 		$17.3K Sell
105
-2
-2% -$346 0.01% 130
2025
Q4 		$19K Buy
107
+23
+27% +$3.84K 0.01% 123
2025
Q3 		$13.4K Buy
84
+37
+79% +$5.46K ﹤0.01% 120
2025
Q2 		$6.62K Hold
47
– – ﹤0.01% 151
2025
Q1 		$5.48K Hold
47
– – ﹤0.01% 147
2024
Q4 		$5.91K Hold
47
– – ﹤0.01% 152
2024
Q3 		$4.9K Hold
47
– – ﹤0.01% 168
2024
Q2 		$4.66K Hold
47
– – ﹤0.01% 149
2024
Q1 		$4.43K Buy
+47
New +$4.14K ﹤0.01% 177
2014
Q1 		– Sell
-57,400
Closed -$1.8M – 68
2013
Q4 		$1.8M Buy
+57,400
New +$1.71M 1.93% 21
2013
Q2 		$1.73M Buy
+70,680
New +$1.68M 1.79% 29

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

Westend Capital Management's MS Position: Q2 2026 in Review

Westend Capital Management reduced its Morgan Stanley (MS) stake by 78% in Q2 2026, selling an estimated $16.2K and leaving 23 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Westend Capital Management first reported a position in MS in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.8M in Q4 2013. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Westend Capital Management held 23 shares of Morgan Stanley worth $4.81K as of Q2 2026.
  • Westend Capital Management sold 82 Morgan Stanley shares in Q2 2026, an estimated $16.2K.
  • Morgan Stanley made up ﹤0.01% of Westend Capital Management's portfolio in Q2 2026, its #179 holding.
  • Westend Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 12 quarters since.
  • Westend Capital Management's Morgan Stanley position peaked at $1.8M in Q4 2013.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.