Catalina Capital Group’s Morgan Stanley MS Stock Holding History

Catalina Capital Group’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	$287K	Buy	1,742 +12	+0.7%	+$2.08K	0.17%	111
2025 Q4	$307K	Buy	1,730 +10	+0.6%	+$1.67K	0.19%	98
2025 Q3	$273K	Buy	+1,720	New	+$254K	0.17%	109
2025 Q1	–	Sell	-4,514	Closed	-$567K	–	297
2024 Q4	$567K	Buy	4,514 +13	+0.3%	+$1.6K	0.19%	109
2024 Q3	$469K	Buy	4,501 +199	+5%	+$20K	0.16%	133
2024 Q2	$418K	Buy	4,302 +669	+18%	+$63.7K	0.16%	139
2024 Q1	$342K	Buy	+3,633	New	+$320K	0.14%	157

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

Catalina Capital Group's MS Position: Q1 2026 in Review

Catalina Capital Group increased its Morgan Stanley (MS) stake by 0.69% in Q1 2026, buying an estimated $2.08K and bringing the position to 1,742 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #111.

Catalina Capital Group first reported a position in MS in Q1 2024 and has held it in 7 quarters since. The position peaked at $567K in Q4 2024. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Catalina Capital Group held 1,742 shares of Morgan Stanley worth $287K as of Q1 2026.
Catalina Capital Group bought 12 Morgan Stanley shares in Q1 2026, an estimated $2.08K.
Morgan Stanley made up 0.17% of Catalina Capital Group's portfolio in Q1 2026, its #111 holding.
Catalina Capital Group first reported a position in Morgan Stanley in Q1 2024 and has held it in 7 quarters since.
Catalina Capital Group's Morgan Stanley position peaked at $567K in Q4 2024.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.