3Chopt Investment Partners’s Morgan Stanley MS Stock Holding History

3Chopt Investment Partners’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	–	Sell	-3,957	Closed	-$702K	–	251
2025 Q4	$702K	Buy	3,957 +11	+0.3%	+$1.83K	0.16%	116
2025 Q3	$627K	Sell	3,946 -40	-1%	-$5.91K	0.14%	119
2025 Q2	$561K	Sell	3,986 -223	-5%	-$27.4K	0.14%	128
2025 Q1	$491K	Buy	+4,209	New	+$542K	0.13%	135
2024 Q3	–	Sell	-2,907	Closed	-$283K	–	140
2024 Q2	$283K	Buy	+2,907	New	+$277K	0.09%	162
2024 Q1	–	Sell	-2,175	Closed	-$203K	–	127
2023 Q4	$203K	Buy	+2,175	New	+$174K	0.07%	164
2023 Q1	–	Sell	-1,500	Closed	-$128K	–	217
2022 Q4	$128K	Buy	+1,500	New	+$128K	0.07%	152

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

3Chopt Investment Partners's MS Position: Q1 2026 in Review

3Chopt Investment Partners sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 3,957 shares — an estimated $702K sold.

3Chopt Investment Partners first reported a position in MS in Q4 2022 and held it in 7 quarters. The position peaked at $702K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

3Chopt Investment Partners reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
3Chopt Investment Partners sold 3,957 Morgan Stanley shares in Q1 2026, an estimated $702K.
3Chopt Investment Partners first reported a position in Morgan Stanley in Q4 2022 and held it in 7 quarters.
3Chopt Investment Partners's Morgan Stanley position peaked at $702K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.