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Bolthouse Investments’s Morgan Stanley MS Stock Holding History

Bolthouse Investments’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 		– Sell
-3,785
Closed -$672K – 73
2025
Q4 		$672K Hold
3,785
– – 0.6% 31
2025
Q3 		$602K Hold
3,785
– – 0.55% 37
2025
Q2 		$533K Hold
3,785
– – 0.53% 39
2025
Q1 		$442K Hold
3,785
– – 0.46% 48
2024
Q4 		$476K Buy
+3,785
New +$466K 0.44% 50

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

Bolthouse Investments's MS Position: Q1 2026 in Review

Bolthouse Investments sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 3,785 shares — an estimated $672K sold.

Bolthouse Investments first reported a position in MS in Q4 2024 and held it in 5 quarters. The position peaked at $672K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Bolthouse Investments reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Bolthouse Investments sold 3,785 Morgan Stanley shares in Q1 2026, an estimated $672K.
  • Bolthouse Investments first reported a position in Morgan Stanley in Q4 2024 and held it in 5 quarters.
  • Bolthouse Investments's Morgan Stanley position peaked at $672K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.