AIM
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Aigen Investment Management’s Morgan Stanley MS Stock Holding History

Aigen Investment 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 		– Sell
-19,281
Closed -$3.42M – 694
2025
Q4 		$3.42M Buy
+19,281
New +$3.22M 0.79% 16
2025
Q3 		– Sell
-3,307
Closed -$466K – 981
2025
Q2 		$466K Sell
3,307
-21,172
-86% -$2.6M 0.06% 419
2025
Q1 		$2.86M Buy
+24,479
New +$3.15M 0.46% 39
2024
Q4 		– Sell
-6,070
Closed -$633K – 906
2024
Q3 		$633K Buy
+6,070
New +$611K 0.12% 245
2023
Q3 		– Sell
-7,731
Closed -$660K – 989
2023
Q2 		$660K Buy
+7,731
New +$661K 0.1% 284
2023
Q1 		– Sell
-23,540
Closed -$2M – 743
2022
Q4 		$2M Buy
23,540
+11,241
+91% +$958K 0.28% 100
2022
Q3 		$972K Buy
+12,299
New +$1.04M 0.14% 195
2022
Q1 		– Sell
-44,688
Closed -$4.43M – 882
2021
Q4 		$4.43M Buy
44,688
+31,385
+236% +$3.13M 0.27% 92
2021
Q3 		$1.29M Buy
+13,303
New +$1.32M 0.25% 117
2021
Q2 		– Sell
-236,551
Closed -$18.4M – 639
2021
Q1 		$18.4M Buy
236,551
+210,765
+817% +$16.2M 2.43% 1
2020
Q4 		$1.77M Sell
25,786
-528
-2% -$30.3K 0.23% 104
2020
Q3 		$1.27M Buy
+26,314
New +$1.33M 0.16% 201

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

Aigen Investment Management's MS Position: Q1 2026 in Review

Aigen Investment Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 19,281 shares — an estimated $3.42M sold.

Aigen Investment Management first reported a position in MS in Q3 2020 and held it in 12 quarters. The position peaked at $18.4M in Q1 2021. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Aigen Investment Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Aigen Investment Management sold 19,281 Morgan Stanley shares in Q1 2026, an estimated $3.42M.
  • Aigen Investment Management first reported a position in Morgan Stanley in Q3 2020 and held it in 12 quarters.
  • Aigen Investment Management's Morgan Stanley position peaked at $18.4M in Q1 2021.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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