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Calamos Wealth Management’s Morgan Stanley MS Stock Holding History

Calamos Wealth Management’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 		$14.8M Buy
89,881
+2,294
+3% +$397K 0.51% 42
2025
Q4 		$15.5M Buy
87,587
+351
+0.4% +$58.5K 0.54% 45
2025
Q3 		$13.9M Buy
87,236
+9,345
+12% +$1.38M 0.5% 47
2025
Q2 		$11M Buy
77,891
+2,120
+3% +$260K 0.46% 56
2025
Q1 		$8.84M Sell
75,771
-20,963
-22% -$2.7M 0.44% 59
2024
Q4 		$12.2M Buy
96,734
+14,933
+18% +$1.84M 0.61% 38
2024
Q3 		$8.53M Buy
81,801
+493
+0.6% +$49.6K 0.44% 60
2024
Q2 		$7.9M Sell
81,308
-55,096
-40% -$5.24M 0.42% 57
2024
Q1 		$12.8M Sell
136,404
-251
-0.2% -$22.1K 0.72% 32
2023
Q4 		$12.7M Buy
136,655
+126,255
+1,214% +$10.1M 0.8% 29
2023
Q3 		$849K Buy
10,400
+290
+3% +$25.2K 0.06% 158
2023
Q2 		$863K Buy
10,110
+121
+1% +$10.3K 0.06% 153
2023
Q1 		$877K Sell
9,989
-42
-0.4% -$3.92K 0.07% 145
2022
Q4 		$853K Sell
10,031
-77
-0.8% -$6.56K 0.07% 152
2022
Q3 		$799K Sell
10,108
-755
-7% -$63.6K 0.07% 153
2022
Q2 		$826K Buy
10,863
+81
+0.8% +$6.63K 0.07% 153
2022
Q1 		$942K Sell
10,782
-2,757
-20% -$266K 0.07% 166
2021
Q4 		$1.33M Sell
13,539
-1,139
-8% -$113K 0.1% 135
2021
Q3 		$1.43M Sell
14,678
-284
-2% -$28.1K 0.12% 128
2021
Q2 		$1.37M Buy
14,962
+1,839
+14% +$158K 0.11% 134
2021
Q1 		$1.02M Buy
13,123
+118
+0.9% +$9.04K 0.08% 161
2020
Q4 		$891K Buy
13,005
+1,472
+13% +$84.5K 0.08% 154
2020
Q3 		$558K Sell
11,533
-546
-5% -$27.5K 0.06% 179
2020
Q2 		$583K Sell
12,079
-10,794
-47% -$453K 0.07% 162
2020
Q1 		$778K Sell
22,873
-5,790
-20% -$273K 0.12% 119
2019
Q4 		$1.47M Sell
28,663
-2,586
-8% -$122K 0.17% 91
2019
Q3 		$1.33M Sell
31,249
-971
-3% -$41.5K 0.18% 94
2019
Q2 		$1.41M Sell
32,220
-3,899
-11% -$174K 0.19% 89
2019
Q1 		$1.52M Buy
36,119
+3,165
+10% +$133K 0.22% 86
2018
Q4 		$1.31M Sell
32,954
-3,252
-9% -$142K 0.2% 94
2018
Q3 		$1.69M Buy
36,206
+328
+0.9% +$16K 0.21% 75
2018
Q2 		$1.7M Sell
35,878
-724
-2% -$37.8K 0.21% 78
2018
Q1 		$1.98M Sell
36,602
-909
-2% -$50.3K 0.25% 74
2017
Q4 		$1.97M Sell
37,511
-1,171
-3% -$59.2K 0.26% 79
2017
Q3 		$1.86M Buy
38,682
+6,996
+22% +$324K 0.26% 96
2017
Q2 		$1.41M Buy
+31,686
New +$1.37M 0.2% 120
2015
Q1 		– Sell
-6,980
Closed -$271K – 249
2014
Q4 		$271K Buy
+6,980
New +$248K 0.08% 190
2013
Q3 		– Sell
-24,081
Closed -$588K – 226
2013
Q2 		$588K Buy
+24,081
New +$571K 0.21% 135

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 Wealth Management's MS Position: Q1 2026 in Review

Calamos Wealth Management increased its Morgan Stanley (MS) stake by 2.6% in Q1 2026, buying an estimated $397K and bringing the position to 89,881 shares worth $14.8M. The position accounts for 0.51% of the portfolio, ranked #42.

Calamos Wealth Management first reported a position in MS in Q2 2013 and has held it in 38 quarters since. The position peaked at $15.5M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Calamos Wealth Management held 89,881 shares of Morgan Stanley worth $14.8M as of Q1 2026.
  • Calamos Wealth Management bought 2,294 Morgan Stanley shares in Q1 2026, an estimated $397K.
  • Morgan Stanley made up 0.51% of Calamos Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Calamos Wealth Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 38 quarters since.
  • Calamos Wealth Management's Morgan Stanley position peaked at $15.5M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.