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Delphi Management’s Morgan Stanley MS Stock Holding History

Delphi 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 		$1.14M Sell
6,937
-2,043
-23% -$354K 1.37% 40
2025
Q4 		$1.59M Sell
8,980
-981
-10% -$164K 1.55% 10
2025
Q3 		$1.58M Sell
9,961
-1,360
-12% -$201K 1.47% 13
2025
Q2 		$1.59M Sell
11,321
-310
-3% -$38.1K 1.54% 9
2025
Q1 		$1.36M Sell
11,631
-448
-4% -$57.7K 1.38% 28
2024
Q4 		$1.52M Sell
12,079
-2,683
-18% -$330K 1.47% 23
2024
Q3 		$1.54M Sell
14,762
-3,314
-18% -$334K 1.4% 25
2024
Q2 		$1.76M Sell
18,076
-27
-0.1% -$2.57K 1.43% 27
2024
Q1 		$1.71M Buy
18,103
+1,375
+8% +$121K 1.32% 41
2023
Q4 		$1.56M Buy
16,728
+2,141
+15% +$171K 1.43% 23
2023
Q3 		$1.19M Buy
14,587
+80
+0.6% +$6.95K 1.22% 55
2023
Q2 		$1.24M Buy
+14,507
New +$1.24M 1.29% 44
2022
Q4 		$1.28M Buy
+15,079
New +$1.29M 1.55% 20
2021
Q4 		$1.47M Buy
14,947
+928
+7% +$92.4K 1.38% 24
2021
Q3 		$1.36M Sell
14,019
-1,542
-10% -$153K 1.4% 9
2021
Q2 		$1.43M Sell
15,561
-1,211
-7% -$104K 1.36% 13
2021
Q1 		$1.3M Buy
+16,772
New +$1.29M 1.38% 23
2019
Q3 		$1.29M Buy
30,230
+1,178
+4% +$50.3K 1.25% 46
2019
Q2 		$1.27M Buy
29,052
+27
+0.1% +$1.2K 1.14% 52
2019
Q1 		$1.23M Sell
29,025
-7,450
-20% -$314K 1.13% 54
2018
Q4 		$1.45M Buy
+36,475
New +$1.59M 1.31% 48

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

Delphi Management's MS Position: Q1 2026 in Review

Delphi Management reduced its Morgan Stanley (MS) stake by 23% in Q1 2026, selling an estimated $354K and leaving 6,937 shares worth $1.14M. The position accounts for 1.37% of the portfolio, ranked #40.

Delphi Management first reported a position in MS in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.76M in Q2 2024. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Delphi Management held 6,937 shares of Morgan Stanley worth $1.14M as of Q1 2026.
  • Delphi Management sold 2,043 Morgan Stanley shares in Q1 2026, an estimated $354K.
  • Morgan Stanley made up 1.37% of Delphi Management's portfolio in Q1 2026, its #40 holding.
  • Delphi Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 21 quarters since.
  • Delphi Management's Morgan Stanley position peaked at $1.76M in Q2 2024.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Delphi Management's 13F filing for Q1 2026, filed 20 Apr 2026.