Central Asset Investments & Management Holdings’s Morgan Stanley MS Stock Holding History

Central Asset Investments & Management Holdings’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	–	Sell	-13,873	Closed	-$2.46M	–	37
2025 Q4	$2.46M	Buy	13,873 +7,658	+123%	+$1.28M	1.6%	15
2025 Q3	$988K	Buy	6,215 +985	+19%	+$145K	0.58%	30
2025 Q2	$737K	Buy	5,230 +2,509	+92%	+$308K	0.52%	30
2025 Q1	$317K	Sell	2,721 -9,900	-78%	-$1.28M	0.54%	34
2024 Q4	$1.59M	Buy	+12,621	New	+$1.55M	0.97%	27
2023 Q2	–	Sell	-5,600	Closed	-$492K	–	60
2023 Q1	$492K	Buy	+5,600	New	+$523K	0.52%	43
2022 Q2	–	Sell	-3,800	Closed	-$332K	–	55
2022 Q1	$332K	Sell	3,800 -1,100	-22%	-$106K	0.22%	53
2021 Q4	$480K	Hold	4,900	–	–	0.29%	47
2021 Q3	$476K	Buy	+4,900	New	+$485K	0.26%	50
2021 Q1	–	Sell	-18,133	Closed	-$1.24M	–	66
2020 Q4	$1.24M	Buy	+18,133	New	+$1.04M	0.39%	30
2018 Q1	–	Sell	-64,250	Closed	-$3.37M	–	37
2017 Q4	$3.37M	Buy	+64,250	New	+$3.25M	2.77%	12
2014 Q1	–	Sell	-18,200	Closed	-$571K	–	43
2013 Q4	$571K	Buy	+18,200	New	+$541K	0.36%	27

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Central Asset Investments & Management Holdings's MS Position: Q1 2026 in Review

Central Asset Investments & Management Holdings sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 13,873 shares — an estimated $2.46M sold.

Central Asset Investments & Management Holdings first reported a position in MS in Q4 2013 and held it in 12 quarters. The position peaked at $3.37M in Q4 2017. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Central Asset Investments & Management Holdings reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Central Asset Investments & Management Holdings sold 13,873 Morgan Stanley shares in Q1 2026, an estimated $2.46M.
Central Asset Investments & Management Holdings first reported a position in Morgan Stanley in Q4 2013 and held it in 12 quarters.
Central Asset Investments & Management Holdings's Morgan Stanley position peaked at $3.37M in Q4 2017.
2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Central Asset Investments & Management Holdings's 13F filing for Q1 2026, filed 8 May 2026.