Chilton Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $40.8M | Sell |
195,275
-87,812
| -31% | -$17.4M | 1.29% | 21 |
|
|
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
Chilton Capital Management's MS Position: Q2 2026 in Review
Chilton Capital Management reduced its Morgan Stanley (MS) stake by 31% in Q2 2026, selling an estimated $17.4M and leaving 195,275 shares worth $40.8M. The position accounts for 1.29% of the portfolio, ranked #21.
Chilton Capital Management first reported a position in MS in Q2 2013 and has held it in 30 quarters since. The position peaked at $65.3M in Q2 2025. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Chilton Capital Management held 195,275 shares of Morgan Stanley worth $40.8M as of Q2 2026.
- Chilton Capital Management sold 87,812 Morgan Stanley shares in Q2 2026, an estimated $17.4M.
- Morgan Stanley made up 1.29% of Chilton Capital Management's portfolio in Q2 2026, its #21 holding.
- Chilton Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 30 quarters since.
- Chilton Capital Management's Morgan Stanley position peaked at $65.3M in Q2 2025.
- 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.