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Aster Capital Management’s Morgan Stanley MS Stock Holding History

Aster 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 		– Sell
-5,624
Closed -$998K – 1156
2025
Q4 		$998K Buy
5,624
+3,353
+148% +$559K 0.44% 41
2025
Q3 		$361K Sell
2,271
-13,618
-86% -$2.01M 0.18% 151
2025
Q2 		$2.24M Sell
15,889
-12,204
-43% -$1.5M 0.51% 46
2025
Q1 		$3.74M Buy
28,093
+28,043
+56,086% +$3.61M 0.69% 15
2024
Q4 		$6.29K Buy
+50
New +$6.16K ﹤0.01% 833

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

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

Aster Capital Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 5,624 shares — an estimated $998K sold.

Aster Capital Management first reported a position in MS in Q4 2024 and held it in 5 quarters. The position peaked at $3.74M in Q1 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Aster Capital Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Aster Capital Management sold 5,624 Morgan Stanley shares in Q1 2026, an estimated $998K.
  • Aster Capital Management first reported a position in Morgan Stanley in Q4 2024 and held it in 5 quarters.
  • Aster Capital Management's Morgan Stanley position peaked at $3.74M in Q1 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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