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Aspiriant LLC’s Morgan Stanley MS Stock Holding History

Aspiriant LLC’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 		$576K Sell
3,499
-50
-1% -$8.66K 0.02% 202
2025
Q4 		$630K Buy
3,549
+404
+13% +$67.4K 0.02% 197
2025
Q3 		$500K Sell
3,145
-66
-2% -$9.75K 0.02% 198
2025
Q2 		$452K Sell
3,211
-155
-5% -$19K 0.01% 209
2025
Q1 		$393K Buy
3,366
+405
+14% +$52.2K 0.01% 208
2024
Q4 		$372K Buy
2,961
+173
+6% +$21.3K 0.01% 218
2024
Q3 		$291K Sell
2,788
-246
-8% -$24.8K 0.01% 238
2024
Q2 		$295K Sell
3,034
-1,297
-30% -$123K 0.01% 233
2024
Q1 		$408K Buy
4,331
+56
+1% +$4.93K 0.02% 216
2023
Q4 		$399K Buy
4,275
+151
+4% +$12.1K 0.02% 211
2023
Q3 		$337K Buy
4,124
+880
+27% +$76.4K 0.02% 211
2023
Q2 		$277K Sell
3,244
-65
-2% -$5.56K 0.01% 234
2023
Q1 		$291K Sell
3,309
-6
-0.2% -$560 0.02% 222
2022
Q4 		$282K Buy
3,315
+369
+13% +$31.4K 0.01% 221
2022
Q3 		$232K Buy
2,946
+184
+7% +$15.5K 0.01% 237
2022
Q2 		$209K Sell
2,762
-99
-3% -$8.11K 0.01% 263
2022
Q1 		$250K Buy
+2,861
New +$276K 0.01% 242
2019
Q1 		– Sell
-6,486
Closed -$257K – 239
2018
Q4 		$257K Buy
6,486
+264
+4% +$11.5K 0.02% 199
2018
Q3 		$290K Sell
6,222
-475
-7% -$23.2K 0.02% 197
2018
Q2 		$317K Sell
6,697
-521
-7% -$27.2K 0.03% 197
2018
Q1 		$389K Buy
+7,218
New +$400K 0.03% 165
2014
Q2 		– Sell
-8,100
Closed -$252K – 82
2014
Q1 		$252K Sell
8,100
-3,826
-32% -$118K 0.04% 75
2013
Q4 		$374K Buy
+11,926
New +$355K 0.06% 61

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

Aspiriant LLC's MS Position: Q1 2026 in Review

Aspiriant LLC reduced its Morgan Stanley (MS) stake by 1.4% in Q1 2026, selling an estimated $8.66K and leaving 3,499 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #202.

Aspiriant LLC first reported a position in MS in Q4 2013 and has held it in 23 quarters since. The position peaked at $630K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Aspiriant LLC held 3,499 shares of Morgan Stanley worth $576K as of Q1 2026.
  • Aspiriant LLC sold 50 Morgan Stanley shares in Q1 2026, an estimated $8.66K.
  • Morgan Stanley made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #202 holding.
  • Aspiriant LLC first reported a position in Morgan Stanley in Q4 2013 and has held it in 23 quarters since.
  • Aspiriant LLC's Morgan Stanley position peaked at $630K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.