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Copeland Capital Management’s Morgan Stanley MS Stock Holding History

Copeland Capital Management’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 		$22.2M Sell
135,026
-17,984
-12% -$3.11M 0.49% 82
2025
Q4 		$27.2M Sell
153,010
-6,754
-4% -$1.13M 0.61% 65
2025
Q3 		$25.4M Sell
159,764
-7,767
-5% -$1.15M 0.53% 79
2025
Q2 		$23.6M Sell
167,531
-237
-0.1% -$29.1K 0.49% 85
2025
Q1 		$19.6M Sell
167,768
-3,435
-2% -$443K 0.39% 91
2024
Q4 		$21.5M Sell
171,203
-26,883
-14% -$3.31M 0.4% 90
2024
Q3 		$20.6M Sell
198,086
-8,016
-4% -$807K 0.36% 94
2024
Q2 		$20M Buy
206,102
+7,511
+4% +$715K 0.37% 95
2024
Q1 		$18.7M Buy
198,591
+57,455
+41% +$5.06M 0.34% 91
2023
Q4 		$13.2M Sell
141,136
-3,044
-2% -$244K 0.26% 99
2023
Q3 		$11.8M Sell
144,180
-3,460
-2% -$300K 0.25% 100
2023
Q2 		$12.6M Buy
147,640
+72,984
+98% +$6.24M 0.26% 97
2023
Q1 		$6.55M Sell
74,656
-2,768
-4% -$258K 0.15% 106
2022
Q4 		$6.58M Sell
77,424
-2,758
-3% -$235K 0.17% 107
2022
Q3 		$6.33M Buy
80,182
+10,396
+15% +$876K 0.21% 108
2022
Q2 		$5.31M Buy
+69,786
New +$5.72M 0.17% 112

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

Copeland Capital Management's MS Position: Q1 2026 in Review

Copeland Capital Management reduced its Morgan Stanley (MS) stake by 12% in Q1 2026, selling an estimated $3.11M and leaving 135,026 shares worth $22.2M. The position accounts for 0.49% of the portfolio, ranked #82.

Copeland Capital Management first reported a position in MS in Q2 2022 and has held it in 16 quarters since. The position peaked at $27.2M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Copeland Capital Management held 135,026 shares of Morgan Stanley worth $22.2M as of Q1 2026.
  • Copeland Capital Management sold 17,984 Morgan Stanley shares in Q1 2026, an estimated $3.11M.
  • Morgan Stanley made up 0.49% of Copeland Capital Management's portfolio in Q1 2026, its #82 holding.
  • Copeland Capital Management first reported a position in Morgan Stanley in Q2 2022 and has held it in 16 quarters since.
  • Copeland Capital Management's Morgan Stanley position peaked at $27.2M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Copeland Capital Management's 13F filing for Q1 2026, filed 6 May 2026.