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Choreo LLC’s Morgan Stanley MS Stock Holding History

Choreo LLC’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 		$9.24M Buy
56,131
+2,829
+5% +$490K 0.11% 133
2025
Q4 		$9.55M Buy
53,302
+734
+1% +$122K 0.12% 116
2025
Q3 		$8.36M Buy
52,568
+1,413
+3% +$209K 0.11% 129
2025
Q2 		$7.21M Buy
51,155
+3,435
+7% +$422K 0.1% 140
2025
Q1 		$5.57M Buy
47,720
+3,615
+8% +$466K 0.09% 164
2024
Q4 		$5.55M Sell
44,105
-78,561
-64% -$9.68M 0.08% 172
2024
Q3 		$12.8M Buy
122,666
+76,980
+168% +$7.75M 0.19% 96
2024
Q2 		$4.51M Buy
45,686
+40,355
+757% +$3.84M 0.08% 177
2024
Q1 		$502K Buy
5,331
+291
+6% +$25.6K 0.01% 431
2023
Q4 		$470K Buy
5,040
+463
+10% +$37K 0.01% 415
2023
Q3 		$374K Buy
4,577
+187
+4% +$16.2K 0.01% 327
2023
Q2 		$375K Buy
4,390
+38
+0.9% +$3.25K 0.01% 342
2023
Q1 		$382K Buy
4,352
+1,105
+34% +$103K 0.01% 344
2022
Q4 		$276K Sell
3,247
-193
-6% -$16.4K 0.01% 198
2022
Q3 		$272K Buy
3,440
+16
+0.5% +$1.35K 0.02% 172
2022
Q2 		$260K Buy
3,424
+1,063
+45% +$87.1K 0.01% 181
2022
Q1 		$206K Sell
2,361
-149
-6% -$14.4K 0.01% 225
2021
Q4 		$246K Hold
2,510
– – 0.01% 205
2021
Q3 		$244K Buy
+2,510
New +$249K 0.01% 190
2016
Q4 		– Sell
-6,423
Closed -$206K – 270
2016
Q3 		$206K Buy
+6,423
New +$192K 0.04% 220
2015
Q4 		– Sell
-7,176
Closed -$226K – 165
2015
Q3 		$226K Buy
+7,176
New +$261K 0.06% 130

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

Choreo LLC's MS Position: Q1 2026 in Review

Choreo LLC increased its Morgan Stanley (MS) stake by 5.3% in Q1 2026, buying an estimated $490K and bringing the position to 56,131 shares worth $9.24M. The position accounts for 0.11% of the portfolio, ranked #133.

Choreo LLC first reported a position in MS in Q3 2015 and has held it in 21 quarters since. The position peaked at $12.8M in Q3 2024. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Choreo LLC held 56,131 shares of Morgan Stanley worth $9.24M as of Q1 2026.
  • Choreo LLC bought 2,829 Morgan Stanley shares in Q1 2026, an estimated $490K.
  • Morgan Stanley made up 0.11% of Choreo LLC's portfolio in Q1 2026, its #133 holding.
  • Choreo LLC first reported a position in Morgan Stanley in Q3 2015 and has held it in 21 quarters since.
  • Choreo LLC's Morgan Stanley position peaked at $12.8M in Q3 2024.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.