AAM
MS icon

Aureus Asset Management’s Morgan Stanley MS Stock Holding History

Aureus Asset 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 		$7.76M Sell
47,126
-9,831
-17% -$1.7M 0.52% 36
2025
Q4 		$10.1M Buy
56,957
+154
+0.3% +$25.7K 0.64% 33
2025
Q3 		$9.03M Buy
56,803
+3,556
+7% +$525K 0.59% 31
2025
Q2 		$7.5M Buy
53,247
+40
+0.1% +$4.91K 0.48% 37
2025
Q1 		$6.21M Sell
53,207
-210
-0.4% -$27.1K 0.44% 42
2024
Q4 		$6.72M Sell
53,417
-3,742
-7% -$461K 0.43% 39
2024
Q3 		$5.96M Buy
57,159
+617
+1% +$62.1K 0.39% 48
2024
Q2 		$5.5M Sell
56,542
-328
-0.6% -$31.2K 0.38% 45
2024
Q1 		$5.35M Buy
56,870
+4,255
+8% +$375K 0.37% 47
2023
Q4 		$4.91M Buy
52,615
+4,629
+10% +$370K 0.36% 45
2023
Q3 		$3.92M Sell
47,986
-11,212
-19% -$973K 0.31% 55
2023
Q2 		$5.06M Buy
59,198
+1,481
+3% +$127K 0.38% 44
2023
Q1 		$5.07M Buy
57,717
+2,651
+5% +$247K 0.4% 43
2022
Q4 		$4.68M Buy
55,066
+3,911
+8% +$333K 0.4% 43
2022
Q3 		$4.04M Buy
51,155
+3,202
+7% +$270K 0.35% 47
2022
Q2 		$3.65M Buy
47,953
+15,395
+47% +$1.26M 0.29% 47
2022
Q1 		$2.85M Buy
32,558
+3,319
+11% +$320K 0.19% 60
2021
Q4 		$2.87M Buy
29,239
+4,598
+19% +$458K 0.18% 65
2021
Q3 		$2.4M Buy
+24,641
New +$2.44M 0.16% 69

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

Aureus Asset Management's MS Position: Q1 2026 in Review

Aureus Asset Management reduced its Morgan Stanley (MS) stake by 17% in Q1 2026, selling an estimated $1.7M and leaving 47,126 shares worth $7.76M. The position accounts for 0.52% of the portfolio, ranked #36.

Aureus Asset Management first reported a position in MS in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.1M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Aureus Asset Management held 47,126 shares of Morgan Stanley worth $7.76M as of Q1 2026.
  • Aureus Asset Management sold 9,831 Morgan Stanley shares in Q1 2026, an estimated $1.7M.
  • Morgan Stanley made up 0.52% of Aureus Asset Management's portfolio in Q1 2026, its #36 holding.
  • Aureus Asset Management first reported a position in Morgan Stanley in Q3 2021 and has held it in 19 quarters since.
  • Aureus Asset Management's Morgan Stanley position peaked at $10.1M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Aureus Asset Management's 13F filing for Q1 2026, filed 13 May 2026.