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 Q3	$461K	Sell	2,450 -2,719	-53%	-$578K	0.17%	195
2026 Q2	$1.08M	Buy	+5,169	New	+$1.02M	0.23%	132
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 Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Aster Capital Management's MS Position: Q3 2026 in Review

Aster Capital Management reduced its Morgan Stanley (MS) stake by 53% in Q3 2026, selling an estimated $578K and leaving 2,450 shares worth $461K. The position accounts for 0.17% of the portfolio, ranked #195.

Aster Capital Management first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.74M in Q1 2025. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Aster Capital Management held 2,450 shares of Morgan Stanley worth $461K as of Q3 2026.
Aster Capital Management sold 2,719 Morgan Stanley shares in Q3 2026, an estimated $578K.
Morgan Stanley made up 0.17% of Aster Capital Management's portfolio in Q3 2026, its #195 holding.
Aster Capital Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
Aster Capital Management's Morgan Stanley position peaked at $3.74M in Q1 2025.
2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Aster Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.