1C
MS icon

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
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
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

111 Capital's MS Position: Q1 2026 in Review

111 Capital reduced its Morgan Stanley (MS) stake by 73% in Q1 2026, selling an estimated $1.24M and leaving 2,672 shares worth $440K. The position accounts for 0.11% of the portfolio, ranked #183.

111 Capital first reported a position in MS in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.74M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • 111 Capital held 2,672 shares of Morgan Stanley worth $440K as of Q1 2026.
  • 111 Capital sold 7,151 Morgan Stanley shares in Q1 2026, an estimated $1.24M.
  • Morgan Stanley made up 0.11% of 111 Capital's portfolio in Q1 2026, its #183 holding.
  • 111 Capital first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • 111 Capital's Morgan Stanley position peaked at $1.74M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on 111 Capital's 13F filing for Q1 2026, filed 11 May 2026.