YDMI
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Y.D. More Investments’s Morgan Stanley MS Stock Holding History

Y.D. More 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 		$205K Buy
982
+27
+3% +$5.35K 0.01% 226
2026
Q1 		$157K Sell
955
-296
-24% -$51.2K 0.01% 222
2025
Q4 		$222K Sell
1,251
-84
-6% -$14K 0.01% 193
2025
Q3 		$212K Sell
1,335
-303
-18% -$44.7K 0.01% 195
2025
Q2 		$230K Sell
1,638
-509
-24% -$62.5K 0.02% 194
2025
Q1 		$250K Buy
2,147
+213
+11% +$27.4K 0.02% 187
2024
Q4 		$243K Buy
1,934
+835
+76% +$103K 0.02% 179
2024
Q3 		$114K Buy
1,099
+54
+5% +$5.44K 0.01% 247
2024
Q2 		$101K Buy
1,045
+665
+175% +$63.3K 0.01% 252
2024
Q1 		$35.7K Hold
380
– – 0.01% 259
2023
Q4 		$35.3K Hold
380
– – 0.01% 268
2023
Q3 		$31K Hold
380
– – 0.01% 267
2023
Q2 		$32.4K Hold
380
– – 0.01% 242
2023
Q1 		$33.3K Buy
380
+193
+103% +$18K 0.01% 239
2022
Q4 		$15.8K Buy
+187
New +$15.9K ﹤0.01% 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

Y.D. More Investments's MS Position: Q2 2026 in Review

Y.D. More Investments increased its Morgan Stanley (MS) stake by 2.8% in Q2 2026, buying an estimated $5.35K and bringing the position to 982 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #226.

Y.D. More Investments first reported a position in MS in Q4 2022 and has held it in 15 quarters since. The position peaked at $250K in Q1 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Y.D. More Investments held 982 shares of Morgan Stanley worth $205K as of Q2 2026.
  • Y.D. More Investments bought 27 Morgan Stanley shares in Q2 2026, an estimated $5.35K.
  • Morgan Stanley made up 0.01% of Y.D. More Investments's portfolio in Q2 2026, its #226 holding.
  • Y.D. More Investments first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • Y.D. More Investments's Morgan Stanley position peaked at $250K in Q1 2025.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.