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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
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Chapin Davis's MS Position: Q2 2026 in Review

Chapin Davis reduced its Morgan Stanley (MS) stake by 64% in Q2 2026, selling an estimated $624K and leaving 1,779 shares worth $372K. The position accounts for 0.07% of the portfolio, ranked #172.

Chapin Davis first reported a position in MS in Q4 2022 and has held it in 15 quarters since. The position peaked at $883K in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Chapin Davis held 1,779 shares of Morgan Stanley worth $372K as of Q2 2026.
  • Chapin Davis sold 3,150 Morgan Stanley shares in Q2 2026, an estimated $624K.
  • Morgan Stanley made up 0.07% of Chapin Davis's portfolio in Q2 2026, its #172 holding.
  • Chapin Davis first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • Chapin Davis's Morgan Stanley position peaked at $883K in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.