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Aquatic Capital Management’s Morgan Stanley MS Stock Holding History

Aquatic 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 		$9.64M Buy
58,592
+26,325
+82% +$4.56M 0.28% 90
2025
Q4 		$5.73M Buy
+32,267
New +$5.38M 0.16% 154
2024
Q4 		– Sell
-137,400
Closed -$14.3M – 1514
2024
Q3 		$14.3M Buy
+137,400
New +$13.8M 0.37% 73
2022
Q2 		– Sell
-300
Closed -$26K – 1436
2022
Q1 		$26K Buy
300
+200
+200% +$19.3K 0.04% 428
2021
Q4 		$10K Buy
+100
New +$9.96K 0.02% 798

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

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

Aquatic Capital Management increased its Morgan Stanley (MS) stake by 82% in Q1 2026, buying an estimated $4.56M and bringing the position to 58,592 shares worth $9.64M. The position accounts for 0.28% of the portfolio, ranked #90.

Aquatic Capital Management first reported a position in MS in Q4 2021 and has held it in 5 quarters since. The position peaked at $14.3M in Q3 2024. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Aquatic Capital Management held 58,592 shares of Morgan Stanley worth $9.64M as of Q1 2026.
  • Aquatic Capital Management bought 26,325 Morgan Stanley shares in Q1 2026, an estimated $4.56M.
  • Morgan Stanley made up 0.28% of Aquatic Capital Management's portfolio in Q1 2026, its #90 holding.
  • Aquatic Capital Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 5 quarters since.
  • Aquatic Capital Management's Morgan Stanley position peaked at $14.3M in Q3 2024.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.