De Lisle Partners’s Morgan Stanley MS Stock Holding History

De Lisle 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	$823K	Hold	5,000	–	–	0.1%	149
2025 Q4	$888K	Hold	5,000	–	–	0.11%	139
2025 Q3	$795K	Hold	5,000	–	–	0.1%	148
2025 Q2	$704K	Hold	5,000	–	–	0.1%	149
2025 Q1	$583K	Hold	5,000	–	–	0.1%	162
2024 Q4	$629K	Hold	5,000	–	–	0.09%	167
2024 Q3	$521K	Buy	+5,000	New	+$504K	0.08%	166

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

De Lisle Partners's MS Position: Q1 2026 in Review

De Lisle Partners held its Morgan Stanley (MS) position steady in Q1 2026 at 5,000 shares worth $823K. The position accounts for 0.1% of the portfolio, ranked #149.

De Lisle Partners first reported a position in MS in Q3 2024 and has held it in 7 quarters since. The position peaked at $888K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

De Lisle Partners held 5,000 shares of Morgan Stanley worth $823K as of Q1 2026.
De Lisle Partners left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.1% of De Lisle Partners's portfolio in Q1 2026, its #149 holding.
De Lisle Partners first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
De Lisle Partners's Morgan Stanley position peaked at $888K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on De Lisle Partners's 13F filing for Q1 2026, filed 13 May 2026.