111 Capital’s Morgan Stanley MS Stock Holding History

111 Capital’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	$3.24M	Buy	+17,232	New	+$3.66M	0.48%	41
2026 Q2	–	Sell	-2,672	Closed	-$440K	–	574
2026 Q1	$440K	Sell	2,672 -7,151	-73%	-$1.24M	0.11%	183
2025 Q4	$1.74M	Buy	9,823 +6,230	+173%	+$1.04M	0.38%	46
2025 Q3	$571K	Sell	3,593 -2,631	-42%	-$388K	0.11%	195
2025 Q2	$877K	Sell	6,224 -4,347	-41%	-$534K	0.15%	158
2025 Q1	$1.23M	Buy	+10,571	New	+$1.36M	0.24%	94

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

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

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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

111 Capital's MS Position: Q3 2026 in Review

111 Capital opened a new position in Morgan Stanley (MS) in Q3 2026: 17,232 shares worth $3.24M. The stake represents 0.48% of the portfolio and ranks #41 among its holdings. This is a return to the name: 111 Capital previously reported a position in MS as recently as Q1 2026.

111 Capital first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

111 Capital held 17,232 shares of Morgan Stanley worth $3.24M as of Q3 2026.
Morgan Stanley was a new 111 Capital position in Q3 2026.
Morgan Stanley made up 0.48% of 111 Capital's portfolio in Q3 2026, its #41 holding.
111 Capital first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on 111 Capital's 13F filing for Q3 2026, filed 3 Nov 2026.