Caldwell Sutter Capital’s Morgan Stanley MS Stock Holding History

Caldwell Sutter Capital’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	$151K	Sell	919 -5	-0.5%	-$866	0.06%	248
2025 Q4	$164K	Sell	924 -31	-3%	-$5.17K	0.07%	236
2025 Q3	$152K	Hold	955	–	–	0.06%	245
2025 Q2	$135K	Sell	955 -20	-2%	-$2.46K	0.06%	248
2025 Q1	$114K	Sell	975 -69	-7%	-$8.89K	0.05%	262
2024 Q4	$131K	Buy	1,044 +45	+5%	+$5.54K	0.06%	249
2024 Q3	$104K	Sell	999 -30	-3%	-$3.02K	0.05%	275
2024 Q2	$100K	Sell	1,029 -15	-1%	-$1.43K	0.05%	275
2024 Q1	$98.3K	Hold	1,044	–	–	0.05%	276
2023 Q4	$97.4K	Buy	1,044 +115	+12%	+$9.2K	0.05%	272
2023 Q3	$75.9K	Sell	929 -40	-4%	-$3.47K	0.04%	288
2023 Q2	$82.8K	Buy	969 +749	+340%	+$64.1K	0.04%	277
2023 Q1	$19.3K	Buy	+220	New	+$20.5K	0.01%	339

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Caldwell Sutter Capital's MS Position: Q1 2026 in Review

Caldwell Sutter Capital reduced its Morgan Stanley (MS) stake by 0.54% in Q1 2026, selling an estimated $866 and leaving 919 shares worth $151K. The position accounts for 0.06% of the portfolio, ranked #248.

Caldwell Sutter Capital first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $164K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Caldwell Sutter Capital held 919 shares of Morgan Stanley worth $151K as of Q1 2026.
Caldwell Sutter Capital sold 5 Morgan Stanley shares in Q1 2026, an estimated $866.
Morgan Stanley made up 0.06% of Caldwell Sutter Capital's portfolio in Q1 2026, its #248 holding.
Caldwell Sutter Capital first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Morgan Stanley position peaked at $164K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.