Alpha Family Trust’s Morgan Stanley MS Stock Holding History

Alpha Family Trust’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	$662K	Hold	4,025	–	–	0.32%	55
2025 Q4	$715K	Hold	4,025	–	–	0.33%	53
2025 Q3	$640K	Hold	4,025	–	–	0.3%	62
2025 Q2	$567K	Buy	+4,025	New	+$494K	0.28%	67
2023 Q4	–	Sell	-4,405	Closed	-$360K	–	152
2023 Q3	$360K	Hold	4,405	–	–	0.27%	69
2023 Q2	$376K	Hold	4,405	–	–	0.26%	64
2023 Q1	$387K	Hold	4,405	–	–	0.31%	65
2022 Q4	$375K	Buy	4,405 +1,820	+70%	+$155K	0.34%	62
2022 Q3	$204K	Buy	+2,585	New	+$218K	0.15%	44

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

Alpha Family Trust's MS Position: Q1 2026 in Review

Alpha Family Trust held its Morgan Stanley (MS) position steady in Q1 2026 at 4,025 shares worth $662K. The position accounts for 0.32% of the portfolio, ranked #55.

Alpha Family Trust first reported a position in MS in Q3 2022 and has held it in 9 quarters since. The position peaked at $715K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Alpha Family Trust held 4,025 shares of Morgan Stanley worth $662K as of Q1 2026.
Alpha Family Trust left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.32% of Alpha Family Trust's portfolio in Q1 2026, its #55 holding.
Alpha Family Trust first reported a position in Morgan Stanley in Q3 2022 and has held it in 9 quarters since.
Alpha Family Trust's Morgan Stanley position peaked at $715K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.