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Aljian Capital Management’s Morgan Stanley MS Stock Holding History

Aljian Capital 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 		$919K Buy
5,582
+25
+0.4% +$4.33K 0.19% 60
2025
Q4 		$987K Sell
5,557
-217
-4% -$36.2K 0.2% 57
2025
Q3 		$918K Buy
5,774
+16
+0.3% +$2.36K 0.18% 64
2025
Q2 		$811K Buy
5,758
+4
+0.1% +$491 0.18% 68
2025
Q1 		$671K Buy
5,754
+46
+0.8% +$5.93K 0.16% 74
2024
Q4 		$718K Sell
5,708
-26
-0.5% -$3.2K 0.16% 63
2024
Q3 		$598K Buy
+5,734
New +$577K 0.14% 72

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

Aljian Capital Management's MS Position: Q1 2026 in Review

Aljian Capital Management increased its Morgan Stanley (MS) stake by 0.45% in Q1 2026, buying an estimated $4.33K and bringing the position to 5,582 shares worth $919K. The position accounts for 0.19% of the portfolio, ranked #60.

Aljian Capital Management first reported a position in MS in Q3 2024 and has held it in 7 quarters since. The position peaked at $987K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Aljian Capital Management held 5,582 shares of Morgan Stanley worth $919K as of Q1 2026.
  • Aljian Capital Management bought 25 Morgan Stanley shares in Q1 2026, an estimated $4.33K.
  • Morgan Stanley made up 0.19% of Aljian Capital Management's portfolio in Q1 2026, its #60 holding.
  • Aljian Capital Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • Aljian Capital Management's Morgan Stanley position peaked at $987K in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Aljian Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.