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Ashford Capital Management’s Morgan Stanley MS Stock Holding History

Ashford 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 		$752K Buy
4,570
+1,780
+64% +$308K 0.09% 79
2025
Q4 		$495K Buy
2,790
+120
+4% +$20K 0.06% 89
2025
Q3 		$424K Hold
2,670
– – 0.05% 90
2025
Q2 		$376K Sell
2,670
-1,540
-37% -$189K 0.04% 89
2025
Q1 		$491K Buy
+4,210
New +$542K 0.06% 84

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

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

Ashford Capital Management increased its Morgan Stanley (MS) stake by 64% in Q1 2026, buying an estimated $308K and bringing the position to 4,570 shares worth $752K. The position accounts for 0.09% of the portfolio, ranked #79.

Ashford Capital Management first reported a position in MS in Q1 2025 and has held it in 5 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Ashford Capital Management held 4,570 shares of Morgan Stanley worth $752K as of Q1 2026.
  • Ashford Capital Management bought 1,780 Morgan Stanley shares in Q1 2026, an estimated $308K.
  • Morgan Stanley made up 0.09% of Ashford Capital Management's portfolio in Q1 2026, its #79 holding.
  • Ashford Capital Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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