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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
Q2 		$52.4M Sell
250,782
-12,826
-5% -$2.54M 1.26% 20
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Chilton Investment Company's MS Position: Q2 2026 in Review

Chilton Investment Company reduced its Morgan Stanley (MS) stake by 4.9% in Q2 2026, selling an estimated $2.54M and leaving 250,782 shares worth $52.4M. The position accounts for 1.26% of the portfolio, ranked #20.

Chilton Investment Company first reported a position in MS in Q1 2023 and has held it in 14 quarters since. The position peaked at $69.9M in Q1 2024. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Chilton Investment Company held 250,782 shares of Morgan Stanley worth $52.4M as of Q2 2026.
  • Chilton Investment Company sold 12,826 Morgan Stanley shares in Q2 2026, an estimated $2.54M.
  • Morgan Stanley made up 1.26% of Chilton Investment Company's portfolio in Q2 2026, its #20 holding.
  • Chilton Investment Company first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • Chilton Investment Company's Morgan Stanley position peaked at $69.9M in Q1 2024.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.