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Belpointe Asset Management’s Morgan Stanley MS Stock Holding History

Belpointe 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 		$2.85M Sell
17,325
-130
-0.7% -$22.5K 0.1% 178
2025
Q4 		$3.1M Sell
17,455
-1,568
-8% -$262K 0.11% 155
2025
Q3 		$3.02M Buy
19,023
+15,453
+433% +$2.28M 0.12% 152
2025
Q2 		$503K Buy
3,570
+112
+3% +$13.8K 0.02% 573
2025
Q1 		$403K Sell
3,458
-4,012
-54% -$517K 0.02% 622
2024
Q4 		$774K Buy
7,470
+783
+12% +$96.4K 0.05% 390
2024
Q3 		$697K Sell
6,687
-900
-12% -$90.6K 0.04% 408
2024
Q2 		$737K Sell
7,587
-8,704
-53% -$829K 0.05% 355
2024
Q1 		$1.53M Sell
16,291
-2,267
-12% -$200K 0.11% 173
2023
Q4 		$1.73M Buy
18,558
+2,051
+12% +$164K 0.15% 133
2023
Q3 		$1.35M Buy
16,507
+6,031
+58% +$524K 0.14% 151
2023
Q2 		$895K Sell
10,476
-10,986
-51% -$940K 0.09% 206
2023
Q1 		$1.88M Buy
21,462
+7,794
+57% +$727K 0.1% 207
2022
Q4 		$1.16M Sell
13,668
-6,392
-32% -$545K 0.07% 282
2022
Q3 		$1.58M Sell
20,060
-13,361
-40% -$1.13M 0.11% 202
2022
Q2 		$2.54M Sell
33,421
-1,434
-4% -$117K 0.17% 126
2022
Q1 		$3.04M Buy
34,855
+16,078
+86% +$1.55M 0.18% 109
2021
Q4 		$1.84M Buy
18,777
+12,995
+225% +$1.29M 0.11% 179
2021
Q3 		$563K Buy
5,782
+726
+14% +$71.9K 0.04% 473
2021
Q2 		$465K Sell
5,056
-167
-3% -$14.3K 0.03% 521
2021
Q1 		$405K Sell
5,223
-5,862
-53% -$449K 0.03% 497
2020
Q4 		$760K Sell
11,085
-534
-5% -$30.6K 0.07% 307
2020
Q3 		$562K Buy
11,619
+67
+0.6% +$3.38K 0.06% 311
2020
Q2 		$558K Buy
+11,552
New +$485K 0.07% 280
2018
Q2 		– Sell
-9,250
Closed -$499K – 373
2018
Q1 		$499K Buy
+9,250
New +$512K 0.15% 161
2017
Q4 		– Sell
-9,638
Closed -$464K – 483
2017
Q3 		$464K Buy
+9,638
New +$447K 0.11% 206

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

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

Belpointe Asset Management reduced its Morgan Stanley (MS) stake by 0.74% in Q1 2026, selling an estimated $22.5K and leaving 17,325 shares worth $2.85M. The position accounts for 0.1% of the portfolio, ranked #178.

Belpointe Asset Management first reported a position in MS in Q3 2017 and has held it in 26 quarters since. The position peaked at $3.1M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Belpointe Asset Management held 17,325 shares of Morgan Stanley worth $2.85M as of Q1 2026.
  • Belpointe Asset Management sold 130 Morgan Stanley shares in Q1 2026, an estimated $22.5K.
  • Morgan Stanley made up 0.1% of Belpointe Asset Management's portfolio in Q1 2026, its #178 holding.
  • Belpointe Asset Management first reported a position in Morgan Stanley in Q3 2017 and has held it in 26 quarters since.
  • Belpointe Asset Management's Morgan Stanley position peaked at $3.1M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.