Biltmore Family Office’s Morgan Stanley MS Stock Holding History

Biltmore Family Office’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	$512K	Buy	3,110 +1,450	+87%	+$251K	0.07%	159
2025 Q4	$295K	Hold	1,660	–	–	0.04%	195
2025 Q3	$264K	Buy	1,660 +51	+3%	+$7.53K	0.04%	194
2025 Q2	$227K	Buy	+1,609	New	+$198K	0.04%	192
2022 Q1	–	Sell	-2,626	Closed	-$258K	–	230
2021 Q4	$258K	Buy	+2,626	New	+$262K	0.05%	177

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

Biltmore Family Office's MS Position: Q1 2026 in Review

Biltmore Family Office increased its Morgan Stanley (MS) stake by 87% in Q1 2026, buying an estimated $251K and bringing the position to 3,110 shares worth $512K. The position accounts for 0.07% of the portfolio, ranked #159.

Biltmore Family Office first reported a position in MS in Q4 2021 and has held it in 5 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Biltmore Family Office held 3,110 shares of Morgan Stanley worth $512K as of Q1 2026.
Biltmore Family Office bought 1,450 Morgan Stanley shares in Q1 2026, an estimated $251K.
Morgan Stanley made up 0.07% of Biltmore Family Office's portfolio in Q1 2026, its #159 holding.
Biltmore Family Office first reported a position in Morgan Stanley in Q4 2021 and has held it in 5 quarters since.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.