ACC
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Acorn Creek Capital’s Morgan Stanley MS Stock Holding History

Acorn Creek 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 		$314K Sell
1,908
-1
-0.1% -$173 0.11% 51
2025
Q4 		$339K Buy
1,909
+30
+2% +$5K 0.12% 45
2025
Q3 		$299K Buy
1,879
+20
+1% +$2.95K 0.11% 49
2025
Q2 		$262K Buy
1,859
+87
+5% +$10.7K 0.11% 58
2025
Q1 		$207K Sell
1,772
-27
-2% -$3.48K 0.1% 74
2024
Q4 		$226K Buy
+1,799
New +$222K 0.12% 67

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

Acorn Creek Capital's MS Position: Q1 2026 in Review

Acorn Creek Capital reduced its Morgan Stanley (MS) stake by 0.05% in Q1 2026, selling an estimated $173 and leaving 1,908 shares worth $314K. The position accounts for 0.11% of the portfolio, ranked #51.

Acorn Creek Capital first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $339K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Acorn Creek Capital held 1,908 shares of Morgan Stanley worth $314K as of Q1 2026.
  • Acorn Creek Capital sold 1 Morgan Stanley share in Q1 2026, an estimated $173.
  • Morgan Stanley made up 0.11% of Acorn Creek Capital's portfolio in Q1 2026, its #51 holding.
  • Acorn Creek Capital first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Acorn Creek Capital's Morgan Stanley position peaked at $339K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Acorn Creek Capital's 13F filing for Q1 2026, filed 12 May 2026.