CC
MS icon

Chicago Capital’s Morgan Stanley MS Stock Holding History

Chicago Capital’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 		$338K Buy
2,052
+145
+8% +$25.1K 0.01% 294
2025
Q4 		$339K Buy
1,907
+32
+2% +$5.34K 0.01% 296
2025
Q3 		$298K Hold
1,875
– – 0.01% 302
2025
Q2 		$264K Hold
1,875
– – 0.01% 313
2025
Q1 		$219K Sell
1,875
-442
-19% -$57K 0.01% 326
2024
Q4 		$291K Buy
+2,317
New +$285K 0.01% 277
2022
Q1 		– Sell
-2,262
Closed -$222K – 263
2021
Q4 		$222K Hold
2,262
– – 0.01% 237
2021
Q3 		$220K Buy
+2,262
New +$224K 0.01% 233

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

Chicago Capital's MS Position: Q1 2026 in Review

Chicago Capital increased its Morgan Stanley (MS) stake by 7.6% in Q1 2026, buying an estimated $25.1K and bringing the position to 2,052 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #294.

Chicago Capital first reported a position in MS in Q3 2021 and has held it in 8 quarters since. The position peaked at $339K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Chicago Capital held 2,052 shares of Morgan Stanley worth $338K as of Q1 2026.
  • Chicago Capital bought 145 Morgan Stanley shares in Q1 2026, an estimated $25.1K.
  • Morgan Stanley made up 0.01% of Chicago Capital's portfolio in Q1 2026, its #294 holding.
  • Chicago Capital first reported a position in Morgan Stanley in Q3 2021 and has held it in 8 quarters since.
  • Chicago Capital's Morgan Stanley position peaked at $339K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Chicago Capital's 13F filing for Q1 2026, filed 24 Apr 2026.