AIP
MS icon

Alexis Investment Partners’s Morgan Stanley MS Stock Holding History

Alexis 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
-1,197
Closed -$213K – 79
2025
Q4 		$213K Sell
1,197
-57
-5% -$9.51K 0.08% 45
2025
Q3 		$199K Buy
+1,254
New +$185K 0.02% 41
2025
Q2 		– Sell
-1,994
Closed -$233K – 46
2025
Q1 		$233K Sell
1,994
-1,222
-38% -$157K 0.11% 45
2024
Q4 		$404K Buy
+3,216
New +$396K 0.2% 39

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 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

Alexis Investment Partners's MS Position: Q1 2026 in Review

Alexis Investment Partners sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,197 shares — an estimated $213K sold.

Alexis Investment Partners first reported a position in MS in Q4 2024 and held it in 4 quarters. The position peaked at $404K in Q4 2024. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Alexis Investment Partners reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Alexis Investment Partners sold 1,197 Morgan Stanley shares in Q1 2026, an estimated $213K.
  • Alexis Investment Partners first reported a position in Morgan Stanley in Q4 2024 and held it in 4 quarters.
  • Alexis Investment Partners's Morgan Stanley position peaked at $404K in Q4 2024.
  • 2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.