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CenterBook Partners’s Morgan Stanley MS Stock Holding History

CenterBook Partners’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 		$353K Sell
2,146
-6,299
-75% -$1.09M 0.02% 530
2025
Q4 		$1.5M Buy
8,445
+88
+1% +$14.7K 0.07% 307
2025
Q3 		$1.33M Buy
+8,357
New +$1.23M 0.07% 331
2025
Q2 		– Sell
-10,872
Closed -$1.27M – 566
2025
Q1 		$1.27M Buy
+10,872
New +$1.4M 0.08% 277

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

CenterBook Partners's MS Position: Q1 2026 in Review

CenterBook Partners reduced its Morgan Stanley (MS) stake by 75% in Q1 2026, selling an estimated $1.09M and leaving 2,146 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #530.

CenterBook Partners first reported a position in MS in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.5M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • CenterBook Partners held 2,146 shares of Morgan Stanley worth $353K as of Q1 2026.
  • CenterBook Partners sold 6,299 Morgan Stanley shares in Q1 2026, an estimated $1.09M.
  • Morgan Stanley made up 0.02% of CenterBook Partners's portfolio in Q1 2026, its #530 holding.
  • CenterBook Partners first reported a position in Morgan Stanley in Q1 2025 and has held it in 4 quarters since.
  • CenterBook Partners's Morgan Stanley position peaked at $1.5M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on CenterBook Partners's 13F filing for Q1 2026, filed 5 May 2026.