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Connors Investor Services’s Morgan Stanley MS Stock Holding History

Connors Investor Services’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 		$15.4M Sell
93,350
-39,013
-29% -$6.75M 1.42% 27
2025
Q4 		$23.5M Sell
132,363
-3,403
-3% -$568K 2.02% 8
2025
Q3 		$21.6M Sell
135,766
-36,671
-21% -$5.41M 1.84% 11
2025
Q2 		$24.3M Sell
172,437
-45,326
-21% -$5.57M 2.15% 7
2025
Q1 		$25.4M Buy
217,763
+19,919
+10% +$2.57M 2.52% 5
2024
Q4 		$24.9M Sell
197,844
-47,320
-19% -$5.83M 2.33% 7
2024
Q3 		$25.5M Buy
245,164
+9,260
+4% +$933K 2.47% 7
2024
Q2 		$22.9M Buy
235,904
+74
+0% +$7.04K 2.39% 8
2024
Q1 		$22.2M Buy
235,830
+608
+0.3% +$53.5K 2.34% 7
2023
Q4 		$21.9M Buy
235,222
+26,995
+13% +$2.16M 2.46% 5
2023
Q3 		$17M Buy
208,227
+36,954
+22% +$3.21M 2.09% 6
2023
Q2 		$14.6M Buy
171,273
+97,292
+132% +$8.32M 1.66% 15
2023
Q1 		$6.5M Buy
73,981
+600
+0.8% +$56K 0.76% 47
2022
Q4 		$6.24M Hold
73,381
– – 0.78% 47
2022
Q3 		$5.8M Buy
73,381
+300
+0.4% +$25.3K 0.76% 48
2022
Q2 		$5.56M Hold
73,081
– – 0.7% 45
2022
Q1 		$6.39M Sell
73,081
-1,500
-2% -$145K 0.66% 45
2021
Q4 		$7.32M Buy
74,581
+1,100
+1% +$110K 0.72% 49
2021
Q3 		$7.15M Sell
73,481
-2,000
-3% -$198K 0.76% 48
2021
Q2 		$6.92M Hold
75,481
– – 0.72% 49
2021
Q1 		$5.86M Buy
75,481
+65,351
+645% +$5.01M 0.66% 49
2020
Q4 		$694K Hold
10,130
– – 0.09% 102
2020
Q3 		$490K Sell
10,130
-15,000
-60% -$756K 0.07% 106
2020
Q2 		$1.21M Sell
25,130
-700
-3% -$29.4K 0.18% 92
2020
Q1 		$878K Sell
25,830
-188,095
-88% -$8.86M 0.15% 90
2019
Q4 		$10.9M Buy
213,925
+16,075
+8% +$761K 1.39% 31
2019
Q3 		$8.44M Buy
+197,850
New +$8.46M 1.16% 35

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
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 $336B AUM 34.66% 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

Connors Investor Services's MS Position: Q1 2026 in Review

Connors Investor Services reduced its Morgan Stanley (MS) stake by 29% in Q1 2026, selling an estimated $6.75M and leaving 93,350 shares worth $15.4M. The position accounts for 1.42% of the portfolio, ranked #27.

Connors Investor Services first reported a position in MS in Q3 2019 and has held it in 27 quarters since. The position peaked at $25.5M in Q3 2024. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Connors Investor Services held 93,350 shares of Morgan Stanley worth $15.4M as of Q1 2026.
  • Connors Investor Services sold 39,013 Morgan Stanley shares in Q1 2026, an estimated $6.75M.
  • Morgan Stanley made up 1.42% of Connors Investor Services's portfolio in Q1 2026, its #27 holding.
  • Connors Investor Services first reported a position in Morgan Stanley in Q3 2019 and has held it in 27 quarters since.
  • Connors Investor Services's Morgan Stanley position peaked at $25.5M in Q3 2024.
  • 2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Connors Investor Services's 13F filing for Q1 2026, filed 15 May 2026.