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Whalerock Point Partners’s Morgan Stanley MS Stock Holding History

Whalerock Point Partners’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 		$295K Hold
1,410
– – 0.05% 172
2026
Q1 		$232K Hold
1,410
– – 0.04% 186
2025
Q4 		$250K Hold
1,410
– – 0.05% 171
2025
Q3 		$224K Buy
+1,410
New +$208K 0.05% 170
2018
Q2 		– Sell
-6,000
Closed -$324K – 156
2018
Q1 		$324K Hold
6,000
– – 0.1% 145
2017
Q4 		$315K Buy
+6,000
New +$303K 0.1% 144

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 $3.37T AUM 44.26% 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

Whalerock Point Partners's MS Position: Q2 2026 in Review

Whalerock Point Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 1,410 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #172.

Whalerock Point Partners first reported a position in MS in Q4 2017 and has held it in 6 quarters since. The position peaked at $324K in Q1 2018. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Whalerock Point Partners held 1,410 shares of Morgan Stanley worth $295K as of Q2 2026.
  • Whalerock Point Partners left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.05% of Whalerock Point Partners's portfolio in Q2 2026, its #172 holding.
  • Whalerock Point Partners first reported a position in Morgan Stanley in Q4 2017 and has held it in 6 quarters since.
  • Whalerock Point Partners's Morgan Stanley position peaked at $324K in Q1 2018.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.