Catalyst Funds Management’s Morgan Stanley MS Stock Holding History

Catalyst Funds 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	$618K	Buy	3,756 +1,456	+63%	+$252K	0.1%	215
2025 Q4	$408K	Sell	2,300 -13,100	-85%	-$2.19M	0.09%	196
2025 Q3	$2.45M	Buy	+15,400	New	+$2.27M	0.37%	59
2025 Q1	–	Sell	-5,000	Closed	-$629K	–	543
2024 Q4	$629K	Buy	5,000 +3,600	+257%	+$443K	0.15%	130
2024 Q3	$146K	Sell	1,400 -1,800	-56%	-$181K	0.03%	377
2024 Q2	$311K	Sell	3,200 -10,300	-76%	-$980K	0.08%	157
2024 Q1	$1.27M	Buy	+13,500	New	+$1.19M	0.35%	72

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

Catalyst Funds Management's MS Position: Q1 2026 in Review

Catalyst Funds Management increased its Morgan Stanley (MS) stake by 63% in Q1 2026, buying an estimated $252K and bringing the position to 3,756 shares worth $618K. The position accounts for 0.1% of the portfolio, ranked #215.

Catalyst Funds Management first reported a position in MS in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.45M in Q3 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Catalyst Funds Management held 3,756 shares of Morgan Stanley worth $618K as of Q1 2026.
Catalyst Funds Management bought 1,456 Morgan Stanley shares in Q1 2026, an estimated $252K.
Morgan Stanley made up 0.1% of Catalyst Funds Management's portfolio in Q1 2026, its #215 holding.
Catalyst Funds Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 7 quarters since.
Catalyst Funds Management's Morgan Stanley position peaked at $2.45M in Q3 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.