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Becker Capital Management’s Morgan Stanley MS Stock Holding History

Becker 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 		$9.17M Sell
55,746
-116
-0.2% -$20.1K 0.27% 88
2025
Q4 		$9.92M Sell
55,862
-164
-0.3% -$27.4K 0.28% 82
2025
Q3 		$8.91M Sell
56,026
-722
-1% -$107K 0.26% 82
2025
Q2 		$7.99M Sell
56,748
-1,348
-2% -$166K 0.25% 86
2025
Q1 		$6.78M Sell
58,096
-525
-0.9% -$67.6K 0.22% 87
2024
Q4 		$7.37M Sell
58,621
-28
-0% -$3.45K 0.24% 85
2024
Q3 		$6.11M Buy
58,649
+43
+0.1% +$4.33K 0.2% 91
2024
Q2 		$5.7M Sell
58,606
-288
-0.5% -$27.4K 0.2% 97
2024
Q1 		$5.55M Sell
58,894
-2,120
-3% -$187K 0.19% 95
2023
Q4 		$5.69M Sell
61,014
-1,924
-3% -$154K 0.21% 92
2023
Q3 		$5.14M Buy
62,938
+395
+0.6% +$34.3K 0.2% 91
2023
Q2 		$5.34M Buy
62,543
+12,811
+26% +$1.1M 0.2% 90
2023
Q1 		$4.37M Sell
49,732
-42,042
-46% -$3.92M 0.17% 102
2022
Q4 		$7.8M Buy
91,774
+1,491
+2% +$127K 0.36% 78
2022
Q3 		$7.13M Sell
90,283
-217
-0.2% -$18.3K 0.37% 77
2022
Q2 		$6.88M Sell
90,500
-2,072
-2% -$170K 0.33% 77
2022
Q1 		$8.09M Sell
92,572
-1,418
-2% -$137K 0.33% 79
2021
Q4 		$9.23M Sell
93,990
-12,188
-11% -$1.21M 0.36% 74
2021
Q3 		$10.3M Buy
106,178
+634
+0.6% +$62.8K 0.44% 74
2021
Q2 		$9.68M Sell
105,544
-3,049
-3% -$261K 0.41% 75
2021
Q1 		$8.43M Sell
108,593
-1,025
-0.9% -$78.6K 0.38% 77
2020
Q4 		$7.51M Sell
109,618
-752
-0.7% -$43.1K 0.37% 76
2020
Q3 		$5.34M Buy
110,370
+451
+0.4% +$22.7K 0.3% 80
2020
Q2 		$5.31M Sell
109,919
-24,924
-18% -$1.05M 0.3% 79
2020
Q1 		$4.58M Sell
134,843
-144,003
-52% -$6.78M 0.28% 79
2019
Q4 		$14.3M Sell
278,846
-2,019
-0.7% -$95.6K 0.51% 72
2019
Q3 		$12M Sell
280,865
-33,764
-11% -$1.44M 0.46% 72
2019
Q2 		$13.8M Sell
314,629
-305
-0.1% -$13.6K 0.5% 69
2019
Q1 		$13.3M Sell
314,934
-23,575
-7% -$992K 0.49% 72
2018
Q4 		$13.4M Sell
338,509
-7,840
-2% -$342K 0.52% 72
2018
Q3 		$16.1M Sell
346,349
-9,541
-3% -$466K 0.51% 74
2018
Q2 		$16.9M Sell
355,890
-10,734
-3% -$561K 0.56% 70
2018
Q1 		$19.8M Sell
366,624
-9,925
-3% -$549K 0.66% 67
2017
Q4 		$19.8M Sell
376,549
-19,492
-5% -$986K 0.65% 65
2017
Q3 		$19.1M Sell
396,041
-17,541
-4% -$814K 0.66% 68
2017
Q2 		$18.4M Sell
413,582
-7,020
-2% -$303K 0.66% 66
2017
Q1 		$18M Sell
420,602
-62,337
-13% -$2.77M 0.66% 66
2016
Q4 		$20.4M Sell
482,939
-913,615
-65% -$34.5M 0.76% 62
2016
Q3 		$44.8M Buy
1,396,554
+22,280
+2% +$665K 1.75% 14
2016
Q2 		$35.7M Buy
1,374,274
+429,516
+45% +$11.2M 1.46% 29
2016
Q1 		$23.6M Buy
944,758
+34,400
+4% +$878K 1.02% 48
2015
Q4 		$29M Buy
910,358
+26,210
+3% +$871K 1.27% 40
2015
Q3 		$27.9M Buy
884,148
+2,145
+0.2% +$78.1K 1.26% 43
2015
Q2 		$34.2M Sell
882,003
-22,281
-2% -$848K 1.35% 35
2015
Q1 		$32.3M Buy
904,284
+12,102
+1% +$434K 1.26% 48
2014
Q4 		$34.6M Sell
892,182
-80,585
-8% -$2.87M 1.35% 38
2014
Q3 		$33.6M Buy
972,767
+15,909
+2% +$530K 1.38% 35
2014
Q2 		$30.9M Sell
956,858
-7,315
-0.8% -$226K 1.27% 40
2014
Q1 		$30.1M Sell
964,173
-10,929
-1% -$338K 1.23% 41
2013
Q4 		$30.6M Sell
975,102
-6,513
-0.7% -$194K 1.25% 42
2013
Q3 		$26.5M Buy
981,615
+12,960
+1% +$348K 1.21% 43
2013
Q2 		$23.7M Buy
+968,655
New +$23M 1.2% 45

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

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

Becker Capital Management reduced its Morgan Stanley (MS) stake by 0.21% in Q1 2026, selling an estimated $20.1K and leaving 55,746 shares worth $9.17M. The position accounts for 0.27% of the portfolio, ranked #88.

Becker Capital Management first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $44.8M in Q3 2016. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Becker Capital Management held 55,746 shares of Morgan Stanley worth $9.17M as of Q1 2026.
  • Becker Capital Management sold 116 Morgan Stanley shares in Q1 2026, an estimated $20.1K.
  • Morgan Stanley made up 0.27% of Becker Capital Management's portfolio in Q1 2026, its #88 holding.
  • Becker Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Becker Capital Management's Morgan Stanley position peaked at $44.8M in Q3 2016.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.