CCM
MS icon

Chilton Capital Management’s Morgan Stanley MS Stock Holding History

Chilton Capital 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
2026
Q1 		$46.6M Buy
283,087
+2,297
+0.8% +$398K 1.62% 20
2025
Q4 		$49.8M Sell
280,790
-11,388
-4% -$1.9M 1.71% 19
2025
Q3 		$46.4M Sell
292,178
-171,630
-37% -$25.3M 1.56% 20
2025
Q2 		$65.3M Buy
463,808
+116,157
+33% +$14.3M 2.39% 8
2025
Q1 		$40.6M Buy
347,651
+33,884
+11% +$4.37M 1.75% 13
2024
Q4 		$39.4M Buy
313,767
+680
+0.2% +$83.7K 1.66% 14
2024
Q3 		$32.6M Buy
313,087
+8,207
+3% +$826K 1.35% 19
2024
Q2 		$29.6M Sell
304,880
-26,620
-8% -$2.53M 1.33% 20
2024
Q1 		$31.2M Buy
331,500
+23,792
+8% +$2.1M 1.48% 16
2023
Q4 		$28.7M Sell
307,708
-1,953
-0.6% -$156K 1.46% 15
2023
Q3 		$25.3M Buy
309,661
+261
+0.1% +$22.7K 1.42% 17
2023
Q2 		$26.4M Buy
309,400
+6,392
+2% +$547K 1.45% 14
2023
Q1 		$26.6M Buy
303,008
+6,843
+2% +$639K 1.53% 14
2022
Q4 		$25.2M Sell
296,165
-4,487
-1% -$382K 1.57% 16
2022
Q3 		$23.8M Buy
300,652
+3,514
+1% +$296K 1.58% 12
2022
Q2 		$22.6M Buy
297,138
+18,724
+7% +$1.53M 1.38% 19
2022
Q1 		$24.3M Sell
278,414
-17,636
-6% -$1.7M 1.27% 21
2021
Q4 		$29.1M Buy
296,050
+5,602
+2% +$558K 1.47% 14
2021
Q3 		$28.3M Sell
290,448
-4,555
-2% -$451K 1.59% 14
2021
Q2 		$27M Buy
295,003
+15,362
+5% +$1.32M 1.55% 14
2021
Q1 		$21.7M Sell
279,641
-1,877
-0.7% -$144K 1.45% 14
2020
Q4 		$19.3M Sell
281,518
-2,414
-0.9% -$139K 1.38% 17
2020
Q3 		$13.7M Buy
283,932
+21,174
+8% +$1.07M 1.07% 38
2020
Q2 		$12.7M Buy
+262,758
New +$11M 1.08% 38
2014
Q4 		– Sell
-6,400
Closed -$221K – 167
2014
Q3 		$221K Hold
6,400
– – 0.02% 149
2014
Q2 		$207K Buy
+6,400
New +$197K 0.02% 154
2014
Q1 		– Sell
-7,512
Closed -$236K – 244
2013
Q4 		$236K Sell
7,512
-4,000
-35% -$119K 0.03% 181
2013
Q3 		$310K Sell
11,512
-275
-2% -$7.38K 0.04% 170
2013
Q2 		$288K Buy
+11,787
New +$280K 0.04% 174

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

Chilton Capital Management's MS Position: Q1 2026 in Review

Chilton Capital Management increased its Morgan Stanley (MS) stake by 0.82% in Q1 2026, buying an estimated $398K and bringing the position to 283,087 shares worth $46.6M. The position accounts for 1.62% of the portfolio, ranked #20.

Chilton Capital Management first reported a position in MS in Q2 2013 and has held it in 29 quarters since. The position peaked at $65.3M in Q2 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Chilton Capital Management held 283,087 shares of Morgan Stanley worth $46.6M as of Q1 2026.
  • Chilton Capital Management bought 2,297 Morgan Stanley shares in Q1 2026, an estimated $398K.
  • Morgan Stanley made up 1.62% of Chilton Capital Management's portfolio in Q1 2026, its #20 holding.
  • Chilton Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 29 quarters since.
  • Chilton Capital Management's Morgan Stanley position peaked at $65.3M in Q2 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.