Chicago Partners Investment Group’s Morgan Stanley MS Stock Holding History

Chicago Partners Investment Group’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	$2.28M	Buy	11,914 +1,857	+18%	+$321K	0.05%	290
2025 Q4	$1.8M	Buy	10,057 +454	+5%	+$75.7K	0.04%	316
2025 Q3	$1.59M	Buy	9,603 +979	+11%	+$145K	0.04%	319
2025 Q2	$1.23M	Buy	8,624 +1,002	+13%	+$123K	0.04%	351
2025 Q1	$908K	Sell	7,622 -357	-4%	-$46K	0.03%	380
2024 Q4	$1.02M	Buy	7,979 +1,044	+15%	+$129K	0.03%	335
2024 Q3	$820K	Buy	6,935 +505	+8%	+$50.9K	0.03%	371
2024 Q2	$667K	Buy	6,430 +104	+2%	+$9.9K	0.03%	400
2024 Q1	$593K	Buy	+6,326	New	+$557K	0.03%	405
2022 Q3	–	Sell	-2,435	Closed	-$205K	–	613
2022 Q2	$205K	Buy	+2,435	New	+$199K	0.01%	540
2018 Q4	–	Sell	-1,500	Closed	-$66K	–	680
2018 Q3	$66K	Buy	+1,500	New	+$73.2K	0.01%	479

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Chicago Partners Investment Group's MS Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Morgan Stanley (MS) stake by 18% in Q1 2026, buying an estimated $321K and bringing the position to 11,914 shares worth $2.28M. The position accounts for 0.05% of the portfolio, ranked #290.

Chicago Partners Investment Group first reported a position in MS in Q3 2018 and has held it in 11 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Chicago Partners Investment Group held 11,914 shares of Morgan Stanley worth $2.28M as of Q1 2026.
Chicago Partners Investment Group bought 1,857 Morgan Stanley shares in Q1 2026, an estimated $321K.
Morgan Stanley made up 0.05% of Chicago Partners Investment Group's portfolio in Q1 2026, its #290 holding.
Chicago Partners Investment Group first reported a position in Morgan Stanley in Q3 2018 and has held it in 11 quarters since.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.