Aspen Grove Capital’s Morgan Stanley MS Stock Holding History

Aspen Grove Capital’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	$2.59M	Hold	15,767	–	–	0.5%	36
2025 Q4	$2.8M	Buy	15,767 +3	+0%	+$500	0.49%	34
2025 Q3	$2.51M	Sell	15,764 -1,163	-7%	-$172K	0.42%	36
2025 Q2	$2.38M	Buy	16,927 +975	+6%	+$120K	0.41%	38
2025 Q1	$1.86M	Hold	15,952	–	–	0.36%	44
2024 Q4	$2.01M	Sell	15,952 -10,499	-40%	-$1.29M	0.43%	43
2024 Q3	$2.76M	Buy	26,451 +100	+0.4%	+$10.1K	0.61%	30
2024 Q2	$2.56M	Hold	26,351	–	–	0.6%	30
2024 Q1	$2.48M	Buy	26,351 +921	+4%	+$81.1K	0.7%	27
2023 Q4	$2.37M	Sell	25,430 -10,891	-30%	-$871K	0.72%	30
2023 Q3	$2.97M	Sell	36,321 -679	-2%	-$59K	1.1%	18
2023 Q2	$3.16M	Buy	37,000 +1,075	+3%	+$91.9K	1.02%	21
2023 Q1	$3.15M	Buy	35,925 +4	+0%	+$373	1.38%	16
2022 Q4	$3.05M	Buy	+35,921	New	+$3.06M	1.41%	16

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

Aspen Grove Capital's MS Position: Q1 2026 in Review

Aspen Grove Capital held its Morgan Stanley (MS) position steady in Q1 2026 at 15,767 shares worth $2.59M. The position accounts for 0.5% of the portfolio, ranked #36.

Aspen Grove Capital first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.16M in Q2 2023. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Aspen Grove Capital held 15,767 shares of Morgan Stanley worth $2.59M as of Q1 2026.
Aspen Grove Capital left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.5% of Aspen Grove Capital's portfolio in Q1 2026, its #36 holding.
Aspen Grove Capital first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
Aspen Grove Capital's Morgan Stanley position peaked at $3.16M in Q2 2023.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.