Calamos Advisors
MS icon

Calamos Advisors’s Morgan Stanley MS Stock Holding History

Calamos Advisors’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
2024
Q2 		– Sell
-103,500
Closed -$9.65M – 983
2024
Q1 		$9.65M Buy
+103,500
New +$9.11M 0.05% 411
2018
Q3 		– Sell
-235,000
Closed -$11.1M – 712
2018
Q2 		$11.1M Buy
+235,000
New +$12.3M 0.07% 299
2017
Q3 		– Sell
-130,000
Closed -$5.79M – 640
2017
Q2 		$5.79M Buy
+130,000
New +$5.61M 0.04% 355

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

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.