Cambria Investment Management’s Morgan Stanley MS Stock Holding History

Cambria Investment 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	$846K	Buy	5,142 +3,121	+154%	+$540K	0.05%	257
2025 Q4	$359K	Buy	2,021 +246	+14%	+$41K	0.02%	460
2025 Q3	$282K	Buy	1,775 +194	+12%	+$28.6K	0.02%	459
2025 Q2	$223K	Buy	+1,581	New	+$194K	0.02%	420
2021 Q4	–	Sell	-2,194	Closed	-$213K	–	265
2021 Q3	$213K	Hold	2,194	–	–	0.04%	224
2021 Q2	$201K	Buy	+2,194	New	+$188K	0.03%	214
2019 Q4	–	Sell	-100,333	Closed	-$4.28M	–	216
2019 Q3	$4.28M	Buy	100,333 +2,573	+3%	+$110K	0.64%	68
2019 Q2	$4.28M	Sell	97,760 -1,435	-1%	-$64K	0.66%	72
2019 Q1	$4.19M	Buy	99,195 +4,142	+4%	+$174K	0.65%	74
2018 Q4	$3.77M	Buy	95,053 +9,583	+11%	+$418K	0.64%	69
2018 Q3	$3.98M	Buy	85,470 +4,959	+6%	+$242K	0.58%	77
2018 Q2	$3.9M	Buy	+80,511	New	+$4.21M	0.58%	78

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

Cambria Investment Management's MS Position: Q1 2026 in Review

Cambria Investment Management increased its Morgan Stanley (MS) stake by 154% in Q1 2026, buying an estimated $540K and bringing the position to 5,142 shares worth $846K. The position accounts for 0.05% of the portfolio, ranked #257.

Cambria Investment Management first reported a position in MS in Q2 2018 and has held it in 12 quarters since. The position peaked at $4.28M in Q2 2019. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Cambria Investment Management held 5,142 shares of Morgan Stanley worth $846K as of Q1 2026.
Cambria Investment Management bought 3,121 Morgan Stanley shares in Q1 2026, an estimated $540K.
Morgan Stanley made up 0.05% of Cambria Investment Management's portfolio in Q1 2026, its #257 holding.
Cambria Investment Management first reported a position in Morgan Stanley in Q2 2018 and has held it in 12 quarters since.
Cambria Investment Management's Morgan Stanley position peaked at $4.28M in Q2 2019.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Cambria Investment Management's 13F filing for Q1 2026, filed 15 May 2026.