Calamos Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $88.2M | Buy |
535,714
+91,180
| +21% | +$15.8M | 0.31% | 65 |
|
|
2025
Q4 | $78.9M | Sell |
444,534
-38,418
| -8% | -$6.41M | 0.3% | 71 |
|
|
2025
Q3 | $76.8M | Sell |
482,952
-4,830
| -1% | -$713K | 0.28% | 75 |
|
|
2025
Q2 | $68.7M | Buy |
487,782
+42,795
| +10% | +$5.26M | 0.27% | 78 |
|
|
2025
Q1 | $51.9M | Sell |
444,987
-70,270
| -14% | -$9.05M | 0.23% | 104 |
|
|
2024
Q4 | $64.8M | Sell |
515,257
-33,211
| -6% | -$4.09M | 0.27% | 73 |
|
|
2024
Q3 | $57.2M | Sell |
548,468
-26,101
| -5% | -$2.63M | 0.25% | 93 |
|
|
2024
Q2 | $55.8M | Sell |
574,569
-120,622
| -17% | -$11.5M | 0.25% | 87 |
|
|
2024
Q1 | $65.5M | Sell |
695,191
-46,329
| -6% | -$4.08M | 0.31% | 69 |
|
|
2023
Q4 | $69.1M | Sell |
741,520
-9,196
| -1% | -$736K | 0.34% | 64 |
|
|
2023
Q3 | $61.3M | Sell |
750,716
-25,265
| -3% | -$2.19M | 0.32% | 71 |
|
|
2023
Q2 | $66.3M | Buy |
775,981
+10,069
| +1% | +$861K | 0.33% | 61 |
|
|
2023
Q1 | $67.2M | Sell |
765,912
-79,800
| -9% | -$7.45M | 0.33% | 63 |
|
|
2022
Q4 | $71.9M | Sell |
845,712
-78,636
| -9% | -$6.7M | 0.34% | 63 |
|
|
2022
Q3 | $73M | Buy |
924,348
+39,585
| +4% | +$3.34M | 0.33% | 57 |
|
|
2022
Q2 | $67.3M | Buy |
884,763
+6,973
| +0.8% | +$571K | 0.29% | 69 |
|
|
2022
Q1 | $76.7M | Buy |
877,790
+89,340
| +11% | +$8.62M | 0.29% | 75 |
|
|
2021
Q4 | $77.4M | Sell |
788,450
-117,183
| -13% | -$11.7M | 0.29% | 77 |
|
|
2021
Q3 | $88.1M | Buy |
905,633
+35,078
| +4% | +$3.48M | 0.38% | 50 |
|
|
2021
Q2 | $79.8M | Buy |
870,555
+83,278
| +11% | +$7.14M | 0.36% | 62 |
|
|
2021
Q1 | $61.1M | Buy |
787,277
+28,772
| +4% | +$2.21M | 0.33% | 59 |
|
|
2020
Q4 | $52M | Buy |
758,505
+165,130
| +28% | +$9.47M | 0.3% | 82 |
|
|
2020
Q3 | $28.7M | Buy |
593,375
+18,247
| +3% | +$919K | 0.18% | 141 |
|
|
2020
Q2 | $27.8M | Buy |
575,128
+45,576
| +9% | +$1.91M | 0.2% | 141 |
|
|
2020
Q1 | $18M | Sell |
529,552
-794,488
| -60% | -$37.4M | 0.14% | 193 |
|
|
2019
Q4 | $67.7M | Sell |
1,324,040
-222,688
| -14% | -$10.5M | 0.33% | 79 |
|
|
2019
Q3 | $66M | Buy |
1,546,728
+170,246
| +12% | +$7.28M | 0.36% | 73 |
|
|
2019
Q2 | $60.3M | Buy |
1,376,482
+10,245
| +0.7% | +$457K | 0.33% | 76 |
|
|
2019
Q1 | $57.7M | Sell |
1,366,237
-295,429
| -18% | -$12.4M | 0.36% | 78 |
|
|
2018
Q4 | $65.9M | Buy |
1,661,666
+250,468
| +18% | +$10.9M | 0.43% | 58 |
|
|
2018
Q3 | $65.7M | Buy |
1,411,198
+140,127
| +11% | +$6.84M | 0.36% | 59 |
|
|
2018
Q2 | $60.2M | Buy |
1,271,071
+221,443
| +21% | +$11.6M | 0.37% | 67 |
|
|
2018
Q1 | $56.6M | Buy |
1,049,628
+150,847
| +17% | +$8.35M | 0.37% | 70 |
|
|
2017
Q4 | $47.2M | Buy |
898,781
+37,975
| +4% | +$1.92M | 0.24% | 87 |
|
|
2017
Q3 | $41.5M | Buy |
860,806
+155,828
| +22% | +$7.23M | 0.32% | 87 |
|
|
2017
Q2 | $31.4M | Buy |
704,978
+43,260
| +7% | +$1.87M | 0.23% | 128 |
|
|
2017
Q1 | $28.3M | Sell |
661,718
-146,477
| -18% | -$6.5M | 0.22% | 137 |
|
|
2016
Q4 | $34.1M | Buy |
808,195
+514,283
| +175% | +$19.4M | 0.27% | 111 |
|
|
2016
Q3 | $9.42M | Buy |
293,912
+49,846
| +20% | +$1.49M | 0.07% | 282 |
|
|
2016
Q2 | $6.34M | Buy |
244,066
+12,398
| +5% | +$324K | 0.04% | 316 |
|
|
2016
Q1 | $5.79M | Buy |
231,668
+1,586
| +0.7% | +$40.5K | 0.04% | 315 |
|
|
2015
Q4 | $7.32M | Buy |
230,082
+68,114
| +42% | +$2.26M | 0.05% | 299 |
|
|
2015
Q3 | $5.1M | Buy |
161,968
+11,378
| +8% | +$414K | 0.04% | 344 |
|
|
2015
Q2 | $5.84M | Sell |
150,590
-7,815
| -5% | -$297K | 0.04% | 345 |
|
|
2015
Q1 | $5.65M | Sell |
158,405
-20,634
| -12% | -$740K | 0.04% | 347 |
|
|
2014
Q4 | $6.95M | Buy |
179,039
+30,319
| +20% | +$1.08M | 0.05% | 313 |
|
|
2014
Q3 | $5.14M | Sell |
148,720
-101,194
| -40% | -$3.37M | 0.03% | 328 |
|
|
2014
Q2 | $8.08M | Sell |
249,914
-18,631
| -7% | -$574K | 0.05% | 277 |
|
|
2014
Q1 | $8.37M | Buy |
268,545
+24,702
| +10% | +$763K | 0.05% | 260 |
|
|
2013
Q4 | $7.65M | Buy |
243,843
+27,213
| +13% | +$809K | 0.05% | 267 |
|
|
2013
Q3 | $5.84M | Sell |
216,630
-70,070
| -24% | -$1.88M | 0.04% | 287 |
|
|
2013
Q2 | $7M | Buy |
+286,700
| New | +$6.8M | 0.05% | 249 |
|
Other funds holding MS
VCM
VPM
Calamos Advisors's MS Position: Q1 2026 in Review
Calamos Advisors increased its Morgan Stanley (MS) stake by 21% in Q1 2026, buying an estimated $15.8M and bringing the position to 535,714 shares worth $88.2M. The position accounts for 0.31% of the portfolio, ranked #65.
Calamos Advisors first reported a position in MS in Q2 2013 and has held it in 52 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Calamos Advisors held 535,714 shares of Morgan Stanley worth $88.2M as of Q1 2026.
- Calamos Advisors bought 91,180 Morgan Stanley shares in Q1 2026, an estimated $15.8M.
- Morgan Stanley made up 0.31% of Calamos Advisors's portfolio in Q1 2026, its #65 holding.
- Calamos Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Calamos Advisors's 13F filing for Q1 2026, filed 4 May 2026.