AIM
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Arcadia Investment Management’s Morgan Stanley MS Stock Holding History

Arcadia Investment 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 		$12.7K Hold
77
– – ﹤0.01% 202
2025
Q4 		$13.7K Buy
77
+7
+10% +$1.17K ﹤0.01% 209
2025
Q3 		$11.1K Hold
70
– – ﹤0.01% 223
2025
Q2 		$9.86K Hold
70
– – ﹤0.01% 225
2025
Q1 		$8.17K Hold
70
– – ﹤0.01% 246
2024
Q4 		$8.8K Hold
70
– – ﹤0.01% 278
2024
Q3 		$7.3K Hold
70
– – ﹤0.01% 231
2024
Q2 		$6.8K Hold
70
– – ﹤0.01% 285
2024
Q1 		$6.59K Hold
70
– – ﹤0.01% 286
2023
Q4 		$6.53K Hold
70
– – ﹤0.01% 293
2023
Q3 		$5.72K Hold
70
– – ﹤0.01% 303
2023
Q2 		$5.98K Hold
70
– – ﹤0.01% 317
2023
Q1 		$6.15K Sell
70
-111
-61% -$10.4K ﹤0.01% 324
2022
Q4 		$15.4K Buy
+181
New +$15.4K ﹤0.01% 290

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

Arcadia Investment Management's MS Position: Q1 2026 in Review

Arcadia Investment Management held its Morgan Stanley (MS) position steady in Q1 2026 at 77 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Arcadia Investment Management first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.4K in Q4 2022. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Arcadia Investment Management held 77 shares of Morgan Stanley worth $12.7K as of Q1 2026.
  • Arcadia Investment Management left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up ﹤0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #202 holding.
  • Arcadia Investment Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
  • Arcadia Investment Management's Morgan Stanley position peaked at $15.4K in Q4 2022.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.