Canton Hathaway’s Morgan Stanley MS Stock Holding History

Canton Hathaway’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	$1.11M	Hold	6,725	–	–	0.22%	56
2025 Q4	$1.19M	Hold	6,725	–	–	0.23%	54
2025 Q3	$1.07M	Hold	6,725	–	–	0.21%	57
2025 Q2	$947K	Hold	6,725	–	–	0.19%	57
2025 Q1	$785K	Hold	6,725	–	–	0.16%	64
2024 Q4	$845K	Hold	6,725	–	–	0.21%	47
2024 Q3	$701K	Hold	6,725	–	–	0.18%	52
2024 Q2	$654K	Hold	6,725	–	–	0.18%	54
2024 Q1	$633K	Hold	6,725	–	–	0.17%	53
2023 Q4	$627K	Hold	6,725	–	–	0.19%	52
2023 Q3	$549K	Hold	6,725	–	–	0.17%	52
2023 Q2	$574K	Hold	6,725	–	–	0.18%	51
2023 Q1	$590K	Sell	6,725 -902	-12%	-$84.2K	0.2%	52
2022 Q4	$648K	Hold	7,627	–	–	0.23%	48
2022 Q3	$603K	Hold	7,627	–	–	0.22%	55
2022 Q2	$580K	Hold	7,627	–	–	0.2%	60
2022 Q1	$667K	Hold	7,627	–	–	0.19%	61
2021 Q4	$749K	Hold	7,627	–	–	0.2%	64
2021 Q3	$742K	Buy	7,627 +902	+13%	+$89.4K	0.21%	63
2021 Q2	$617K	Hold	6,725	–	–	0.18%	67
2021 Q1	$522K	Hold	6,725	–	–	0.17%	70
2020 Q4	$461K	Buy	6,725 +725	+12%	+$41.6K	0.16%	70
2020 Q3	$290K	Hold	6,000	–	–	0.12%	78
2020 Q2	$290K	Hold	6,000	–	–	0.19%	58
2020 Q1	$204K	Hold	6,000	–	–	0.15%	61
2019 Q4	$307K	Hold	6,000	–	–	0.16%	67
2019 Q3	$256K	Sell	6,000 -652	-10%	-$27.9K	0.14%	73
2019 Q2	$291K	Buy	6,652 +652	+11%	+$29.1K	0.16%	65
2019 Q1	$253K	Hold	6,000	–	–	0.15%	66
2018 Q4	$238K	Buy	+6,000	New	+$262K	0.15%	54

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

Canton Hathaway's MS Position: Q1 2026 in Review

Canton Hathaway held its Morgan Stanley (MS) position steady in Q1 2026 at 6,725 shares worth $1.11M. The position accounts for 0.22% of the portfolio, ranked #56.

Canton Hathaway first reported a position in MS in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.19M in Q4 2025. 2,486 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Canton Hathaway held 6,725 shares of Morgan Stanley worth $1.11M as of Q1 2026.
Canton Hathaway left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.22% of Canton Hathaway's portfolio in Q1 2026, its #56 holding.
Canton Hathaway first reported a position in Morgan Stanley in Q4 2018 and has held it in 30 quarters since.
Canton Hathaway's Morgan Stanley position peaked at $1.19M in Q4 2025.
2,486 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Canton Hathaway's 13F filing for Q1 2026, filed 24 Apr 2026.