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

Decatur 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
Q1 		$2.47M Sell
15,003
-234
-2% -$40.5K 1.13% 26
2025
Q4 		$2.71M Sell
15,237
-758
-5% -$126K 1.1% 26
2025
Q3 		$2.54M Sell
15,995
-1
-0% -$148 1.01% 28
2025
Q2 		$2.25M Hold
15,996
– – 0.99% 27
2025
Q1 		$1.87M Buy
15,996
+47
+0.3% +$6.06K 0.97% 32
2024
Q4 		$2.01M Sell
15,949
-237
-1% -$29.2K 0.91% 33
2024
Q3 		$1.69M Buy
16,186
+19
+0.1% +$1.91K 0.78% 36
2024
Q2 		$1.57M Buy
16,167
+447
+3% +$42.6K 0.76% 34
2024
Q1 		$1.48M Sell
15,720
-156
-1% -$13.7K 0.8% 38
2023
Q4 		$1.48M Buy
15,876
+1,157
+8% +$92.6K 0.89% 38
2023
Q3 		$1.2M Hold
14,719
– – 0.87% 43
2023
Q2 		$1.26M Sell
14,719
-208
-1% -$17.8K 0.86% 45
2023
Q1 		$1.31M Sell
14,927
-2,815
-16% -$263K 0.99% 40
2022
Q4 		$1.51M Hold
17,742
– – 1.09% 36
2022
Q3 		$1.4M Sell
17,742
-1
-0% -$84 1.06% 33
2022
Q2 		$1.35M Buy
17,743
+25
+0.1% +$2.05K 1% 38
2022
Q1 		$1.55M Buy
17,718
+1,770
+11% +$171K 0.9% 41
2021
Q4 		$1.56M Sell
15,948
-194
-1% -$19.3K 0.93% 36
2021
Q3 		$1.57M Sell
16,142
-19,041
-54% -$1.89M 1.04% 30
2021
Q2 		$3.23M Buy
+35,183
New +$3.02M 1.01% 33
2017
Q1 		– Sell
-5,775
Closed -$244K – 103
2016
Q4 		$244K Buy
+5,775
New +$218K 0.04% 97

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

Decatur Capital Management's MS Position: Q1 2026 in Review

Decatur Capital Management reduced its Morgan Stanley (MS) stake by 1.5% in Q1 2026, selling an estimated $40.5K and leaving 15,003 shares worth $2.47M. The position accounts for 1.13% of the portfolio, ranked #26.

Decatur Capital Management first reported a position in MS in Q4 2016 and has held it in 21 quarters since. The position peaked at $3.23M in Q2 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Decatur Capital Management held 15,003 shares of Morgan Stanley worth $2.47M as of Q1 2026.
  • Decatur Capital Management sold 234 Morgan Stanley shares in Q1 2026, an estimated $40.5K.
  • Morgan Stanley made up 1.13% of Decatur Capital Management's portfolio in Q1 2026, its #26 holding.
  • Decatur Capital Management first reported a position in Morgan Stanley in Q4 2016 and has held it in 21 quarters since.
  • Decatur Capital Management's Morgan Stanley position peaked at $3.23M in Q2 2021.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Decatur Capital Management's 13F filing for Q1 2026, filed 13 May 2026.