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Beutel, Goodman & Co’s Morgan Stanley MS Stock Holding History

Beutel, Goodman & Co’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 		$82K Hold
500
– – ﹤0.01% 133
2025
Q4 		$88K Hold
500
– – ﹤0.01% 132
2025
Q3 		$79K Hold
500
– – ﹤0.01% 131
2025
Q2 		$70K Sell
500
-500
-50% -$61.4K ﹤0.01% 129
2025
Q1 		$116K Buy
+1,000
New +$129K ﹤0.01% 135

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

Beutel, Goodman & Co's MS Position: Q1 2026 in Review

Beutel, Goodman & Co held its Morgan Stanley (MS) position steady in Q1 2026 at 500 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #133.

Beutel, Goodman & Co first reported a position in MS in Q1 2025 and has held it in 5 quarters since. The position peaked at $116K in Q1 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Beutel, Goodman & Co held 500 shares of Morgan Stanley worth $82K as of Q1 2026.
  • Beutel, Goodman & Co left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up ﹤0.01% of Beutel, Goodman & Co's portfolio in Q1 2026, its #133 holding.
  • Beutel, Goodman & Co first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • Beutel, Goodman & Co's Morgan Stanley position peaked at $116K in Q1 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.