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Anfield Capital Management’s Morgan Stanley MS Stock Holding History

Anfield 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 		$204K Buy
1,242
+1,039
+512% +$180K 0.06% 110
2025
Q4 		$36K Buy
203
+141
+227% +$23.5K 0.01% 209
2025
Q3 		$9.86K Hold
62
– – ﹤0.01% 333
2025
Q2 		$8.73K Hold
62
– – ﹤0.01% 313
2025
Q1 		$7.23K Hold
62
– – ﹤0.01% 282
2024
Q4 		$7.79K Hold
62
– – ﹤0.01% 264
2024
Q3 		$6.46K Hold
62
– – ﹤0.01% 285
2024
Q2 		$6.03K Buy
+62
New +$5.9K ﹤0.01% 239

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

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

Anfield Capital Management increased its Morgan Stanley (MS) stake by 512% in Q1 2026, buying an estimated $180K and bringing the position to 1,242 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #110.

Anfield Capital Management first reported a position in MS in Q2 2024 and has held it in 8 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Anfield Capital Management held 1,242 shares of Morgan Stanley worth $204K as of Q1 2026.
  • Anfield Capital Management bought 1,039 Morgan Stanley shares in Q1 2026, an estimated $180K.
  • Morgan Stanley made up 0.06% of Anfield Capital Management's portfolio in Q1 2026, its #110 holding.
  • Anfield Capital Management first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.