DCM
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Davis Capital Management’s Morgan Stanley MS Stock Holding History

Davis 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 		$58.7K Buy
312
+75
+32% +$15.9K 0.04% 141
2026
Q2 		$49.5K Buy
237
+26
+12% +$5.15K 0.03% 168
2026
Q1 		$34.7K Sell
211
-1
-0.5% -$173 0.02% 153
2025
Q4 		$37.6K Sell
212
-48
-18% -$8.01K 0.03% 152
2025
Q3 		$41.3K Buy
+260
New +$38.4K 0.03% 150
2025
Q1 		$28.7K Sell
246
-22
-8% -$2.83K 0.02% 168
2024
Q4 		$33.7K Hold
268
– – 0.03% 158
2024
Q3 		$27.9K Buy
268
+22
+9% +$2.22K 0.02% 176
2024
Q2 		$24.4K Hold
246
– – 0.02% 180
2024
Q1 		$23K Buy
246
+141
+134% +$12.4K 0.02% 176
2023
Q4 		$9.79K Buy
+105
New +$8.4K 0.01% 213

Other funds holding MS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

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

Davis Capital Management increased its Morgan Stanley (MS) stake by 32% in Q3 2026, buying an estimated $15.9K and bringing the position to 312 shares worth $58.7K. The position accounts for 0.04% of the portfolio, ranked #141.

Davis Capital Management first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Davis Capital Management held 312 shares of Morgan Stanley worth $58.7K as of Q3 2026.
  • Davis Capital Management bought 75 Morgan Stanley shares in Q3 2026, an estimated $15.9K.
  • Morgan Stanley made up 0.04% of Davis Capital Management's portfolio in Q3 2026, its #141 holding.
  • Davis Capital Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 83 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.