YANKCOM Partnership’s Morgan Stanley MS Stock Holding History

YANKCOM Partnership’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 Q3	$1.12M	Buy	5,931 +91	+2%	+$19.3K	0.39%	57
2026 Q2	$1.22M	Sell	5,840 -5	-0.1%	-$990	0.44%	53
2026 Q1	$962K	Sell	5,845 -247	-4%	-$42.8K	0.4%	63
2025 Q4	$1.08M	Buy	6,092 +188	+3%	+$31.4K	0.46%	57
2025 Q3	$938K	Buy	5,904 +1,189	+25%	+$176K	0.42%	60
2025 Q2	$664K	Buy	4,715 +728	+18%	+$89.4K	0.32%	78
2025 Q1	$465K	Buy	3,987 +107	+3%	+$13.8K	0.26%	91
2024 Q4	$488K	Buy	+3,880	New	+$478K	0.26%	89

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

YANKCOM Partnership's MS Position: Q3 2026 in Review

YANKCOM Partnership increased its Morgan Stanley (MS) stake by 1.6% in Q3 2026, buying an estimated $19.3K and bringing the position to 5,931 shares worth $1.12M. The position accounts for 0.39% of the portfolio, ranked #57.

YANKCOM Partnership first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.22M in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

YANKCOM Partnership held 5,931 shares of Morgan Stanley worth $1.12M as of Q3 2026.
YANKCOM Partnership bought 91 Morgan Stanley shares in Q3 2026, an estimated $19.3K.
Morgan Stanley made up 0.39% of YANKCOM Partnership's portfolio in Q3 2026, its #57 holding.
YANKCOM Partnership first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's Morgan Stanley position peaked at $1.22M in Q2 2026.
1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.