AlphaQuest’s Morgan Stanley MS Stock Holding History

AlphaQuest’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	-28,107	Closed	-$4.99M	–	1274
2025 Q4	$4.99M	Sell	28,107 -1,461	-5%	-$244K	0.28%	9
2025 Q3	$4.7M	Buy	29,568 +23,599	+395%	+$3.48M	0.31%	17
2025 Q2	$841K	Sell	5,969 -1,963	-25%	-$241K	0.08%	371
2025 Q1	$925K	Buy	7,932 +6,022	+315%	+$776K	0.1%	307
2024 Q4	$240K	Sell	1,910 -1,648	-46%	-$203K	0.03%	796
2024 Q3	$371K	Sell	3,558 -9,790	-73%	-$986K	0.03%	798
2024 Q2	$1.3M	Buy	+13,348	New	+$1.27M	0.18%	180

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

AlphaQuest's MS Position: Q1 2026 in Review

AlphaQuest sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 28,107 shares — an estimated $4.99M sold.

AlphaQuest first reported a position in MS in Q2 2024 and held it in 7 quarters. The position peaked at $4.99M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

AlphaQuest reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 28,107 Morgan Stanley shares in Q1 2026, an estimated $4.99M.
AlphaQuest first reported a position in Morgan Stanley in Q2 2024 and held it in 7 quarters.
AlphaQuest's Morgan Stanley position peaked at $4.99M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.