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Davis Investment Partners’s Morgan Stanley MS Stock Holding History

Davis Investment Partners’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 		$215K Sell
1,308
-449
-26% -$77.7K 0.08% 162
2025
Q4 		$320K Sell
1,757
-36
-2% -$6K 0.11% 128
2025
Q3 		$281K Sell
1,793
-6
-0.3% -$886 0.1% 135
2025
Q2 		$254K Sell
1,799
-241
-12% -$29.6K 0.09% 145
2025
Q1 		$223K Buy
2,040
+391
+24% +$50.4K 0.1% 134
2024
Q4 		$204K Buy
+1,649
New +$203K 0.09% 121

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

Davis Investment Partners's MS Position: Q1 2026 in Review

Davis Investment Partners reduced its Morgan Stanley (MS) stake by 26% in Q1 2026, selling an estimated $77.7K and leaving 1,308 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #162.

Davis Investment Partners first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $320K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Davis Investment Partners held 1,308 shares of Morgan Stanley worth $215K as of Q1 2026.
  • Davis Investment Partners sold 449 Morgan Stanley shares in Q1 2026, an estimated $77.7K.
  • Morgan Stanley made up 0.08% of Davis Investment Partners's portfolio in Q1 2026, its #162 holding.
  • Davis Investment Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Davis Investment Partners's Morgan Stanley position peaked at $320K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.