CJ
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Caitlin John’s Morgan Stanley MS Stock Holding History

Caitlin John’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 		$7.24K Buy
44
+1
+2% +$173 ﹤0.01% 570
2025
Q4 		$7.63K Hold
43
– – 0.01% 577
2025
Q3 		$6.83K Buy
+43
New +$6.35K ﹤0.01% 550
2024
Q3 		– Sell
-10
Closed -$972 – 913
2024
Q2 		$972 Buy
10
+7
+233% +$666 ﹤0.01% 728
2024
Q1 		$291 Sell
3
-1
-25% -$88 ﹤0.01% 829
2023
Q4 		$379 Buy
+4
New +$320 ﹤0.01% 819

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

Caitlin John's MS Position: Q1 2026 in Review

Caitlin John increased its Morgan Stanley (MS) stake by 2.3% in Q1 2026, buying an estimated $173 and bringing the position to 44 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Caitlin John first reported a position in MS in Q4 2023 and has held it in 6 quarters since. The position peaked at $7.63K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Caitlin John held 44 shares of Morgan Stanley worth $7.24K as of Q1 2026.
  • Caitlin John bought 1 Morgan Stanley share in Q1 2026, an estimated $173.
  • Morgan Stanley made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #570 holding.
  • Caitlin John first reported a position in Morgan Stanley in Q4 2023 and has held it in 6 quarters since.
  • Caitlin John's Morgan Stanley position peaked at $7.63K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.