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Chesapeake Asset Management’s Morgan Stanley MS Stock Holding History

Chesapeake Asset 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
2023
Q3 		– Sell
-1
Closed -$49 – 465
2023
Q2 		$49 Buy
+1
New +$86 ﹤0.01% 420

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

Chesapeake Asset Management's MS Position: Q1 2026 in Review

Chesapeake Asset Management reduced its Morgan Stanley (MS) stake by 87% in Q1 2026, selling an estimated $133K and leaving 114 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #205.

Chesapeake Asset Management first reported a position in MS in Q3 2016 and has held it in 16 quarters since. The position peaked at $3.38M in Q4 2016. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Chesapeake Asset Management held 114 shares of Morgan Stanley worth $18.8K as of Q1 2026.
  • Chesapeake Asset Management sold 770 Morgan Stanley shares in Q1 2026, an estimated $133K.
  • Morgan Stanley made up 0.01% of Chesapeake Asset Management's portfolio in Q1 2026, its #205 holding.
  • Chesapeake Asset Management first reported a position in Morgan Stanley in Q3 2016 and has held it in 16 quarters since.
  • Chesapeake Asset Management's Morgan Stanley position peaked at $3.38M in Q4 2016.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Chesapeake Asset Management's 13F filing for Q1 2026, filed 12 May 2026.