Autumn Glory Partners’s Morgan Stanley MS Stock Holding History

Autumn Glory Partners’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	$1.11M	Buy	6,756 +975	+17%	+$169K	0.41%	61
2025 Q4	$1.03M	Buy	5,781 +1,246	+27%	+$208K	0.36%	77
2025 Q3	$721K	Hold	4,535	–	–	0.3%	91
2025 Q2	$639K	Hold	4,535	–	–	0.3%	90
2025 Q1	$529K	Sell	4,535 -3,842	-46%	-$495K	0.26%	104
2024 Q4	$1.05M	Sell	8,377 -4,535	-35%	-$559K	0.52%	59
2024 Q3	$1.35M	Buy	12,912 +8,377	+185%	+$844K	0.52%	59
2024 Q2	$441K	Hold	4,535	–	–	0.23%	96
2024 Q1	$427K	Hold	4,535	–	–	0.21%	97
2023 Q4	$390K	Buy	4,535 +530	+13%	+$42.4K	0.22%	100
2023 Q3	$327K	Buy	+4,005	New	+$348K	0.2%	108
2022 Q1	–	Sell	-6,114	Closed	-$600K	–	194
2021 Q4	$600K	Buy	+6,114	New	+$609K	0.25%	98

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

Autumn Glory Partners's MS Position: Q1 2026 in Review

Autumn Glory Partners increased its Morgan Stanley (MS) stake by 17% in Q1 2026, buying an estimated $169K and bringing the position to 6,756 shares worth $1.11M. The position accounts for 0.41% of the portfolio, ranked #61.

Autumn Glory Partners first reported a position in MS in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.35M in Q3 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Autumn Glory Partners held 6,756 shares of Morgan Stanley worth $1.11M as of Q1 2026.
Autumn Glory Partners bought 975 Morgan Stanley shares in Q1 2026, an estimated $169K.
Morgan Stanley made up 0.41% of Autumn Glory Partners's portfolio in Q1 2026, its #61 holding.
Autumn Glory Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 12 quarters since.
Autumn Glory Partners's Morgan Stanley position peaked at $1.35M in Q3 2024.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.