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Altman Advisors’s Morgan Stanley MS Stock Holding History

Altman Advisors’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 		$2.15M Sell
13,048
-3,360
-20% -$582K 0.89% 46
2025
Q4 		$2.91M Sell
16,408
-500
-3% -$83.4K 1.1% 31
2025
Q3 		$2.69M Sell
16,908
-115
-0.7% -$17K 1.03% 34
2025
Q2 		$2.4M Buy
17,023
+179
+1% +$22K 0.98% 40
2025
Q1 		$1.94M Buy
16,844
+314
+2% +$40.5K 0.9% 49
2024
Q4 		$2.08M Sell
16,530
-51
-0.3% -$6.28K 0.89% 43
2024
Q3 		$1.73M Buy
16,581
+251
+2% +$25.3K 0.77% 64
2024
Q2 		$1.59M Buy
16,330
+68
+0.4% +$6.47K 0.9% 51
2024
Q1 		$1.52M Buy
16,262
+7,063
+77% +$622K 0.74% 63
2023
Q4 		$858K Sell
9,199
-7,571
-45% -$606K 0.45% 79
2023
Q3 		$1.37M Buy
+16,770
New +$1.46M 0.85% 52
2023
Q1 		$1.28M Buy
16,535
+510
+3% +$47.6K 1.17% 37
2022
Q4 		$1.43M Sell
16,025
-580
-3% -$49.4K 0.88% 37
2022
Q3 		$1.31M Buy
16,605
+359
+2% +$30.3K 0.83% 36
2022
Q2 		$1.36M Buy
+16,246
New +$1.33M 0.77% 43

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

Altman Advisors's MS Position: Q1 2026 in Review

Altman Advisors reduced its Morgan Stanley (MS) stake by 20% in Q1 2026, selling an estimated $582K and leaving 13,048 shares worth $2.15M. The position accounts for 0.89% of the portfolio, ranked #46.

Altman Advisors first reported a position in MS in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.91M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Altman Advisors held 13,048 shares of Morgan Stanley worth $2.15M as of Q1 2026.
  • Altman Advisors sold 3,360 Morgan Stanley shares in Q1 2026, an estimated $582K.
  • Morgan Stanley made up 0.89% of Altman Advisors's portfolio in Q1 2026, its #46 holding.
  • Altman Advisors first reported a position in Morgan Stanley in Q2 2022 and has held it in 15 quarters since.
  • Altman Advisors's Morgan Stanley position peaked at $2.91M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.