Aristotle Capital Management’s Morgan Stanley MS Stock Holding History

Aristotle 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	$106M	Sell	646,691 -16,796	-3%	-$2.91M	0.22%	62
2025 Q4	$118M	Sell	663,487 -118,000	-15%	-$19.7M	0.24%	61
2025 Q3	$124M	Sell	781,487 -14,000	-2%	-$2.07M	0.24%	57
2025 Q2	$112M	Hold	795,487	–	–	0.22%	65
2025 Q1	$92.8M	Sell	795,487 -18,000	-2%	-$2.32M	0.18%	68
2024 Q4	$102M	Sell	813,487 -13,000	-2%	-$1.6M	0.2%	66
2024 Q3	$86.2M	Buy	826,487 +6,487	+0.8%	+$653K	0.16%	81
2024 Q2	$79.7M	Sell	820,000 -107,000	-12%	-$10.2M	0.15%	74
2024 Q1	$87.3M	Hold	927,000	–	–	0.16%	69
2023 Q4	$86.4M	Buy	927,000 +107,000	+13%	+$8.56M	0.17%	67
2023 Q3	$67M	Hold	820,000	–	–	0.14%	78
2023 Q2	$70M	Hold	820,000	–	–	0.14%	77
2023 Q1	$72M	Sell	820,000 -3,320	-0.4%	-$310K	0.15%	68
2022 Q4	$70M	Buy	823,320 +2,540	+0.3%	+$216K	0.15%	64
2022 Q3	$64.8M	Sell	820,780 -630	-0.1%	-$53.1K	0.14%	66
2022 Q2	$62.5M	Sell	821,410 -210	-0%	-$17.2K	0.13%	74
2022 Q1	$71.8M	Sell	821,620 -9,541	-1%	-$920K	0.13%	67
2021 Q4	$81.6M	Hold	831,161	–	–	0.14%	62
2021 Q3	$80.9M	Sell	831,161 -30	-0%	-$2.97K	0.15%	56
2021 Q2	$76.2M	Hold	831,191	–	–	0.15%	58
2021 Q1	$64.5M	Hold	831,191	–	–	0.13%	57
2020 Q4	$57M	Sell	831,191 -115	-0%	-$6.6K	0.14%	55
2020 Q3	$40.2M	Sell	831,306 -10	-0%	-$504	0.12%	57
2020 Q2	$40.2M	Buy	831,316 +905	+0.1%	+$38K	0.14%	49
2020 Q1	$28.2M	Buy	830,411 +89,266	+12%	+$4.2M	0.12%	57
2019 Q4	$37.9M	Buy	741,145 +180	+0%	+$8.52K	0.12%	50
2019 Q3	$31.6M	Buy	740,965 +4,265	+0.6%	+$182K	0.17%	51
2019 Q2	$32.3M	Sell	736,700 -10	-0%	-$446	0.18%	49
2019 Q1	$31.1M	Buy	736,710 +6,710	+0.9%	+$282K	0.18%	51
2018 Q4	$28.9M	Hold	730,000	–	–	0.2%	51
2018 Q3	$34M	Hold	730,000	–	–	0.2%	48
2018 Q2	$34.6M	Hold	730,000	–	–	0.21%	49
2018 Q1	$39.4M	Hold	730,000	–	–	0.26%	46
2017 Q4	$38.3M	Hold	730,000	–	–	0.27%	48
2017 Q3	$35.2M	Hold	730,000	–	–	0.27%	47
2017 Q2	$32.5M	Hold	730,000	–	–	0.27%	47
2017 Q1	$31.3M	Hold	730,000	–	–	0.28%	47
2016 Q4	$30.8M	Hold	730,000	–	–	0.29%	47
2016 Q3	$23.4M	Hold	730,000	–	–	0.24%	48
2016 Q2	$19M	Hold	730,000	–	–	0.21%	48
2016 Q1	$18.3M	Buy	730,000 +80,000	+12%	+$2.04M	0.21%	49
2015 Q4	$20.7M	Buy	650,000 +130,000	+25%	+$4.32M	0.25%	47
2015 Q3	$16.4M	Hold	520,000	–	–	0.2%	48
2015 Q2	$20.2M	Buy	520,000 +20,000	+4%	+$761K	0.24%	48
2015 Q1	$17.8M	Hold	500,000	–	–	0.22%	46
2014 Q4	$19.4M	Hold	500,000	–	–	0.25%	45
2014 Q3	$17.3M	Hold	500,000	–	–	0.23%	45
2014 Q2	$16.2M	Buy	500,000 +25,000	+5%	+$771K	0.22%	54
2014 Q1	$14.8M	Hold	475,000	–	–	0.21%	59
2013 Q4	$14.9M	Hold	475,000	–	–	0.24%	45
2013 Q3	$12.8M	Hold	475,000	–	–	0.26%	45
2013 Q2	$11.6M	Buy	+475,000	New	+$11.3M	0.32%	45

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

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

Aristotle Capital Management reduced its Morgan Stanley (MS) stake by 2.5% in Q1 2026, selling an estimated $2.91M and leaving 646,691 shares worth $106M. The position accounts for 0.22% of the portfolio, ranked #62.

Aristotle Capital Management first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $124M in Q3 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Aristotle Capital Management held 646,691 shares of Morgan Stanley worth $106M as of Q1 2026.
Aristotle Capital Management sold 16,796 Morgan Stanley shares in Q1 2026, an estimated $2.91M.
Morgan Stanley made up 0.22% of Aristotle Capital Management's portfolio in Q1 2026, its #62 holding.
Aristotle Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
Aristotle Capital Management's Morgan Stanley position peaked at $124M in Q3 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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