CFO
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Callan Family Office’s Morgan Stanley MS Stock Holding History

Callan Family Office’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 		$6.04M Sell
36,672
-2,498
-6% -$432K 0.14% 163
2025
Q4 		$6.95M Buy
39,170
+13,439
+52% +$2.24M 0.15% 136
2025
Q3 		$4.09M Sell
25,731
-2,868
-10% -$423K 0.13% 168
2025
Q2 		$4.03M Buy
28,599
+15,827
+124% +$1.94M 0.13% 178
2025
Q1 		$1.49M Sell
12,772
-12,648
-50% -$1.63M 0.11% 163
2024
Q4 		$3.2M Buy
+25,420
New +$3.13M 0.2% 98

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

Callan Family Office's MS Position: Q1 2026 in Review

Callan Family Office reduced its Morgan Stanley (MS) stake by 6.4% in Q1 2026, selling an estimated $432K and leaving 36,672 shares worth $6.04M. The position accounts for 0.14% of the portfolio, ranked #163.

Callan Family Office first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.95M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Callan Family Office held 36,672 shares of Morgan Stanley worth $6.04M as of Q1 2026.
  • Callan Family Office sold 2,498 Morgan Stanley shares in Q1 2026, an estimated $432K.
  • Morgan Stanley made up 0.14% of Callan Family Office's portfolio in Q1 2026, its #163 holding.
  • Callan Family Office first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's Morgan Stanley position peaked at $6.95M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.