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Chilton Investment Company’s Morgan Stanley MS Stock Holding History

Chilton Investment Company’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 		$43.4M Buy
263,608
+47,397
+22% +$8.21M 1.02% 23
2025
Q4 		$38.4M Sell
216,211
-115
-0.1% -$19.2K 0.8% 29
2025
Q3 		$34.4M Buy
216,326
+4,213
+2% +$622K 0.7% 26
2025
Q2 		$29.9M Sell
212,113
-48,239
-19% -$5.92M 0.66% 28
2025
Q1 		$30.4M Sell
260,352
-12,095
-4% -$1.56M 0.74% 27
2024
Q4 		$34.3M Buy
272,447
+14,390
+6% +$1.77M 0.88% 26
2024
Q3 		$26.9M Sell
258,057
-272,604
-51% -$27.5M 0.7% 29
2024
Q2 		$51.6M Sell
530,661
-211,302
-28% -$20.1M 1.45% 19
2024
Q1 		$69.9M Buy
741,963
+329,508
+80% +$29M 1.91% 15
2023
Q4 		$38.5M Buy
412,455
+400,423
+3,328% +$32M 1.13% 24
2023
Q3 		$983K Buy
12,032
+5,719
+91% +$497K 0.03% 99
2023
Q2 		$539K Sell
6,313
-89,875
-93% -$7.69M 0.02% 119
2023
Q1 		$8.45M Buy
+96,188
New +$8.98M 0.26% 44

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 Investment Company's MS Position: Q1 2026 in Review

Chilton Investment Company increased its Morgan Stanley (MS) stake by 22% in Q1 2026, buying an estimated $8.21M and bringing the position to 263,608 shares worth $43.4M. The position accounts for 1.02% of the portfolio, ranked #23.

Chilton Investment Company first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $69.9M in Q1 2024. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Chilton Investment Company held 263,608 shares of Morgan Stanley worth $43.4M as of Q1 2026.
  • Chilton Investment Company bought 47,397 Morgan Stanley shares in Q1 2026, an estimated $8.21M.
  • Morgan Stanley made up 1.02% of Chilton Investment Company's portfolio in Q1 2026, its #23 holding.
  • Chilton Investment Company first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
  • Chilton Investment Company's Morgan Stanley position peaked at $69.9M in Q1 2024.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.