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Arrow Financial’s Morgan Stanley MS Stock Holding History

Arrow Financial’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 		$2.5M Sell
15,188
-1,082
-7% -$187K 0.25% 60
2025
Q4 		$2.89M Sell
16,270
-562
-3% -$93.7K 0.29% 57
2025
Q3 		$2.68M Sell
16,832
-130
-0.8% -$19.2K 0.27% 58
2025
Q2 		$2.39M Sell
16,962
-296
-2% -$36.4K 0.25% 62
2025
Q1 		$2.01M Sell
17,258
-11,471
-40% -$1.48M 0.23% 70
2024
Q4 		$3.61M Sell
28,729
-28
-0.1% -$3.45K 0.34% 62
2024
Q3 		$3M Buy
28,757
+585
+2% +$58.9K 0.28% 65
2024
Q2 		$2.74M Buy
28,172
+313
+1% +$29.8K 0.27% 69
2024
Q1 		$2.62M Buy
27,859
+2,474
+10% +$218K 0.26% 68
2023
Q4 		$2.37M Buy
25,385
+3,027
+14% +$242K 0.25% 67
2023
Q3 		$1.83M Buy
22,358
+1,817
+9% +$158K 0.21% 76
2023
Q2 		$1.75M Sell
20,541
-1,214
-6% -$104K 0.21% 77
2023
Q1 		$1.91M Sell
21,755
-138
-0.6% -$12.9K 0.25% 78
2022
Q4 		$1.86M Sell
21,893
-77
-0.4% -$6.56K 0.25% 78
2022
Q3 		$1.74M Hold
21,970
– – 0.25% 77
2022
Q2 		$1.67M Sell
21,970
-1,275
-5% -$104K 0.23% 81
2022
Q1 		$2.03M Sell
23,245
-125
-0.5% -$12.1K 0.24% 76
2021
Q4 		$2.29M Sell
23,370
-3,342
-13% -$333K 0.27% 72
2021
Q3 		$2.6M Sell
26,712
-21,975
-45% -$2.18M 0.34% 57
2021
Q2 		$4.46M Sell
48,687
-1,268
-3% -$109K 0.57% 39
2021
Q1 		$3.88M Sell
49,955
-632
-1% -$48.4K 0.51% 45
2020
Q4 		$3.47M Sell
50,587
-1,694
-3% -$97.2K 0.67% 42
2020
Q3 		$2.53M Sell
52,281
-892
-2% -$44.9K 0.53% 50
2020
Q2 		$2.57M Sell
53,173
-1,072
-2% -$45K 0.56% 46
2020
Q1 		$1.84M Sell
54,245
-212
-0.4% -$9.98K 0.44% 56
2019
Q4 		$2.78M Sell
54,457
-5,767
-10% -$273K 0.54% 49
2019
Q3 		$2.57M Sell
60,224
-3,673
-6% -$157K 0.53% 50
2019
Q2 		$2.8M Sell
63,897
-5,458
-8% -$243K 0.6% 46
2019
Q1 		$2.93M Sell
69,355
-10,871
-14% -$457K 0.68% 43
2018
Q4 		$3.18M Sell
80,226
-6,354
-7% -$277K 0.81% 36
2018
Q3 		$4.03M Buy
86,580
+1,105
+1% +$54K 0.85% 32
2018
Q2 		$4.05M Sell
85,475
-579
-0.7% -$30.3K 0.91% 28
2018
Q1 		$4.64M Buy
86,054
+4,605
+6% +$255K 1.08% 21
2017
Q4 		$4.27M Sell
81,449
-1,113
-1% -$56.3K 0.99% 27
2017
Q3 		$3.98M Sell
82,562
-708
-0.9% -$32.8K 0.94% 26
2017
Q2 		$3.71M Sell
83,270
-3,173
-4% -$137K 0.89% 29
2017
Q1 		$3.7M Sell
86,443
-675
-0.8% -$30K 0.9% 30
2016
Q4 		$3.68M Sell
87,118
-20,411
-19% -$772K 0.91% 30
2016
Q3 		$3.45M Sell
107,529
-4,257
-4% -$127K 0.88% 29
2016
Q2 		$2.9M Sell
111,786
-2,541
-2% -$66.5K 0.76% 40
2016
Q1 		$2.86M Buy
114,327
+1,134
+1% +$28.9K 0.76% 42
2015
Q4 		$3.6M Sell
113,193
-4,034
-3% -$134K 0.96% 32
2015
Q3 		$3.69M Sell
117,227
-645
-0.5% -$23.5K 1.05% 26
2015
Q2 		$4.57M Buy
117,872
+3,166
+3% +$120K 1.24% 23
2015
Q1 		$4.09M Buy
114,706
+3,123
+3% +$112K 1.1% 25
2014
Q4 		$4.33M Buy
111,583
+1,916
+2% +$68.2K 1.18% 21
2014
Q3 		$3.79M Buy
109,667
+3,451
+3% +$115K 1.05% 21
2014
Q2 		$3.43M Buy
106,216
+214
+0.2% +$6.6K 0.93% 27
2014
Q1 		$3.3M Buy
106,002
+12,815
+14% +$396K 0.94% 25
2013
Q4 		$2.92M Buy
93,187
+5,722
+7% +$170K 0.84% 29
2013
Q3 		$2.36M Buy
87,465
+20,705
+31% +$556K 0.72% 47
2013
Q2 		$1.63M Buy
+66,760
New +$1.58M 0.52% 65

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

Arrow Financial's MS Position: Q1 2026 in Review

Arrow Financial reduced its Morgan Stanley (MS) stake by 6.7% in Q1 2026, selling an estimated $187K and leaving 15,188 shares worth $2.5M. The position accounts for 0.25% of the portfolio, ranked #60.

Arrow Financial first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.64M in Q1 2018. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Arrow Financial held 15,188 shares of Morgan Stanley worth $2.5M as of Q1 2026.
  • Arrow Financial sold 1,082 Morgan Stanley shares in Q1 2026, an estimated $187K.
  • Morgan Stanley made up 0.25% of Arrow Financial's portfolio in Q1 2026, its #60 holding.
  • Arrow Financial first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Arrow Financial's Morgan Stanley position peaked at $4.64M in Q1 2018.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Arrow Financial's 13F filing for Q1 2026, filed 11 May 2026.