1M
MS icon

1248 Management’s Morgan Stanley MS Stock Holding History

1248 Management’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 		$118K Hold
714
– – 0.05% 81
2025
Q4 		$127K Hold
714
– – 0.07% 88
2025
Q3 		$113K Buy
714
+1
+0.1% +$148 0.06% 89
2025
Q2 		$100K Sell
713
-296
-29% -$36.4K 0.04% 96
2025
Q1 		$118K Buy
+1,009
New +$130K 0.05% 89

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

1248 Management's MS Position: Q1 2026 in Review

1248 Management held its Morgan Stanley (MS) position steady in Q1 2026 at 714 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #81.

1248 Management first reported a position in MS in Q1 2025 and has held it in 5 quarters since. The position peaked at $127K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • 1248 Management held 714 shares of Morgan Stanley worth $118K as of Q1 2026.
  • 1248 Management left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.05% of 1248 Management's portfolio in Q1 2026, its #81 holding.
  • 1248 Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • 1248 Management's Morgan Stanley position peaked at $127K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on 1248 Management's 13F filing for Q1 2026, filed 15 May 2026.