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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
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
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

YANKCOM Partnership's MS Position: Q2 2026 in Review

YANKCOM Partnership reduced its Morgan Stanley (MS) stake by 0.09% in Q2 2026, selling an estimated $990 and leaving 5,840 shares worth $1.22M. The position accounts for 0.44% of the portfolio, ranked #53.

YANKCOM Partnership first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 1,630 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • YANKCOM Partnership held 5,840 shares of Morgan Stanley worth $1.22M as of Q2 2026.
  • YANKCOM Partnership sold 5 Morgan Stanley shares in Q2 2026, an estimated $990.
  • Morgan Stanley made up 0.44% of YANKCOM Partnership's portfolio in Q2 2026, its #53 holding.
  • YANKCOM Partnership first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.