Crawford Investment Counsel’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $481K | Sell |
2,921
-117
| -4% | -$20.3K | 0.01% | 254 |
|
|
2025
Q4 | $539K | Buy |
3,038
+138
| +5% | +$23K | 0.01% | 248 |
|
|
2025
Q3 | $461K | Sell |
2,900
-30
| -1% | -$4.43K | 0.01% | 250 |
|
|
2025
Q2 | $413K | Sell |
2,930
-416
| -12% | -$51.1K | 0.01% | 249 |
|
|
2025
Q1 | $390K | Buy |
3,346
+63
| +2% | +$8.12K | 0.01% | 253 |
|
|
2024
Q4 | $413K | Sell |
3,283
-7
| -0.2% | -$862 | 0.01% | 249 |
|
|
2024
Q3 | $343K | Buy |
3,290
+53
| +2% | +$5.34K | 0.01% | 252 |
|
|
2024
Q2 | $315K | Sell |
3,237
-5
| -0.2% | -$476 | 0.01% | 243 |
|
|
2024
Q1 | $305K | Sell |
3,242
-95
| -3% | -$8.37K | 0.01% | 243 |
|
|
2023
Q4 | $311K | Buy |
3,337
+70
| +2% | +$5.6K | 0.01% | 244 |
|
|
2023
Q3 | $267K | Hold |
3,267
| – | – | 0.01% | 257 |
|
|
2023
Q2 | $279K | Sell |
3,267
-83
| -2% | -$7.1K | 0.01% | 257 |
|
|
2023
Q1 | $294K | Buy |
3,350
+361
| +12% | +$33.7K | 0.01% | 254 |
|
|
2022
Q4 | $254K | Sell |
2,989
-39
| -1% | -$3.32K | 0.01% | 261 |
|
|
2022
Q3 | $239K | Sell |
3,028
-1,316
| -30% | -$111K | 0.01% | 259 |
|
|
2022
Q2 | $330K | Sell |
4,344
-711
| -14% | -$58.2K | 0.01% | 254 |
|
|
2022
Q1 | $442K | Buy |
5,055
+27
| +0.5% | +$2.6K | 0.01% | 244 |
|
|
2021
Q4 | $494K | Sell |
5,028
-255
| -5% | -$25.4K | 0.01% | 239 |
|
|
2021
Q3 | $514K | Sell |
5,283
-56
| -1% | -$5.55K | 0.01% | 234 |
|
|
2021
Q2 | $490K | Buy |
5,339
+500
| +10% | +$42.9K | 0.01% | 237 |
|
|
2021
Q1 | $376K | Buy |
4,839
+839
| +21% | +$64.3K | 0.01% | 237 |
|
|
2020
Q4 | $274K | Buy |
+4,000
| New | +$230K | 0.01% | 249 |
|
|
2020
Q1 | – | Sell |
-4,024
| Closed | -$206K | – | 267 |
|
|
2019
Q4 | $206K | Buy |
+4,024
| New | +$190K | 0.01% | 268 |
|
|
2019
Q1 | – | Sell |
-5,450
| Closed | -$216K | – | 257 |
|
|
2018
Q4 | $216K | Hold |
5,450
| – | – | 0.01% | 245 |
|
|
2018
Q3 | $254K | Sell |
5,450
-44
| -0.8% | -$2.15K | 0.01% | 238 |
|
|
2018
Q2 | $260K | Sell |
5,494
-813
| -13% | -$42.5K | 0.01% | 235 |
|
|
2018
Q1 | $340K | Buy |
6,307
+1
| +0% | +$55 | 0.01% | 219 |
|
|
2017
Q4 | $331K | Hold |
6,306
| – | – | 0.01% | 214 |
|
|
2017
Q3 | $304K | Buy |
6,306
+100
| +2% | +$4.64K | 0.01% | 213 |
|
|
2017
Q2 | $277K | Hold |
6,206
| – | – | 0.01% | 215 |
|
|
2017
Q1 | $266K | Buy |
6,206
+169
| +3% | +$7.5K | 0.01% | 223 |
|
|
2016
Q4 | $255K | Buy |
+6,037
| New | +$228K | 0.01% | 230 |
|
|
2015
Q3 | – | Sell |
-5,450
| Closed | -$211K | – | 253 |
|
|
2015
Q2 | $211K | Buy |
+5,450
| New | +$207K | 0.01% | 239 |
|
|
2015
Q1 | – | Sell |
-6,752
| Closed | -$262K | – | 241 |
|
|
2014
Q4 | $262K | Hold |
6,752
| – | – | 0.01% | 224 |
|
|
2014
Q3 | $233K | Buy |
+6,752
| New | +$225K | 0.01% | 225 |
|
Other funds holding MS
VCM
VPM
Crawford Investment Counsel's MS Position: Q1 2026 in Review
Crawford Investment Counsel reduced its Morgan Stanley (MS) stake by 3.9% in Q1 2026, selling an estimated $20.3K and leaving 2,921 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #254.
Crawford Investment Counsel first reported a position in MS in Q3 2014 and has held it in 35 quarters since. The position peaked at $539K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Crawford Investment Counsel held 2,921 shares of Morgan Stanley worth $481K as of Q1 2026.
- Crawford Investment Counsel sold 117 Morgan Stanley shares in Q1 2026, an estimated $20.3K.
- Morgan Stanley made up 0.01% of Crawford Investment Counsel's portfolio in Q1 2026, its #254 holding.
- Crawford Investment Counsel first reported a position in Morgan Stanley in Q3 2014 and has held it in 35 quarters since.
- Crawford Investment Counsel's Morgan Stanley position peaked at $539K in Q4 2025.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Crawford Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.