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Chapin Davis’s Morgan Stanley MS Stock Holding History

Chapin Davis’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
Q3 		$338K Buy
1,799
+20
+1% +$4.25K 0.07% 178
2026
Q2 		$372K Sell
1,779
-3,150
-64% -$624K 0.07% 172
2026
Q1 		$811K Sell
4,929
-43
-0.9% -$7.44K 0.18% 108
2025
Q4 		$883K Sell
4,972
-58
-1% -$9.68K 0.21% 99
2025
Q3 		$800K Sell
5,030
-110
-2% -$16.2K 0.2% 105
2025
Q2 		$724K Sell
5,140
-391
-7% -$48K 0.2% 106
2025
Q1 		$645K Sell
5,531
-53
-0.9% -$6.83K 0.22% 97
2024
Q4 		$582K Hold
5,584
– – 0.19% 116
2024
Q3 		$582K Sell
5,584
-91
-2% -$9.16K 0.19% 117
2024
Q2 		$552K Sell
5,675
-139
-2% -$13.2K 0.19% 120
2024
Q1 		$547K Sell
5,814
-204
-3% -$18K 0.2% 119
2023
Q4 		$561K Buy
6,018
+32
+0.5% +$2.56K 0.24% 108
2023
Q3 		$489K Sell
5,986
-25
-0.4% -$2.17K 0.23% 106
2023
Q2 		$513K Buy
6,011
+57
+1% +$4.88K 0.24% 111
2023
Q1 		$523K Sell
5,954
-260
-4% -$24.3K 0.27% 105
2022
Q4 		$528K Buy
+6,214
New +$530K 0.31% 91

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Chapin Davis's MS Position: Q3 2026 in Review

Chapin Davis increased its Morgan Stanley (MS) stake by 1.1% in Q3 2026, buying an estimated $4.25K and bringing the position to 1,799 shares worth $338K. The position accounts for 0.07% of the portfolio, ranked #178.

Chapin Davis first reported a position in MS in Q4 2022 and has held it in 16 quarters since. The position peaked at $883K in Q4 2025. 123 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Chapin Davis held 1,799 shares of Morgan Stanley worth $338K as of Q3 2026.
  • Chapin Davis bought 20 Morgan Stanley shares in Q3 2026, an estimated $4.25K.
  • Morgan Stanley made up 0.07% of Chapin Davis's portfolio in Q3 2026, its #178 holding.
  • Chapin Davis first reported a position in Morgan Stanley in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's Morgan Stanley position peaked at $883K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.