Davidson Capital Management’s Morgan Stanley MS Stock Holding History

Davidson 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 Q3	$1.42M	Buy	7,542 +132	+2%	+$28K	0.23%	76
2026 Q2	$1.55M	Buy	7,410 +151	+2%	+$29.9K	0.25%	68
2026 Q1	$1.19M	Buy	7,259 +7,242	+42,600%	+$1.25M	0.22%	74
2025 Q4	$3.02K	Buy	+17	New	+$2.84K	﹤0.01%	107
2023 Q1	–	Sell	-20	Closed	-$1.7K	–	123
2022 Q4	$1.7K	Buy	+20	New	+$1.7K	﹤0.01%	123

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Davidson Capital Management's MS Position: Q3 2026 in Review

Davidson Capital Management increased its Morgan Stanley (MS) stake by 1.8% in Q3 2026, buying an estimated $28K and bringing the position to 7,542 shares worth $1.42M. The position accounts for 0.23% of the portfolio, ranked #76.

Davidson Capital Management first reported a position in MS in Q4 2022 and has held it in 5 quarters since. The position peaked at $1.55M in Q2 2026. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Davidson Capital Management held 7,542 shares of Morgan Stanley worth $1.42M as of Q3 2026.
Davidson Capital Management bought 132 Morgan Stanley shares in Q3 2026, an estimated $28K.
Morgan Stanley made up 0.23% of Davidson Capital Management's portfolio in Q3 2026, its #76 holding.
Davidson Capital Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 5 quarters since.
Davidson Capital Management's Morgan Stanley position peaked at $1.55M in Q2 2026.
1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Davidson Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.