DF Dent & Co’s Morgan Stanley MS Stock Holding History

DF Dent & Co’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	$634K	Buy	3,854 +2,049	+114%	+$355K	0.01%	191
2025 Q4	$320K	Sell	1,805 -2,528	-58%	-$422K	﹤0.01%	230
2025 Q3	$689K	Buy	4,333 +2,390	+123%	+$353K	0.01%	198
2025 Q2	$274K	Buy	+1,943	New	+$239K	﹤0.01%	227
2023 Q4	–	Sell	-9,493	Closed	-$775K	–	263
2023 Q3	$775K	Buy	9,493 +782	+9%	+$67.9K	0.01%	168
2023 Q2	$744K	Sell	8,711 -16	-0.2%	-$1.37K	0.01%	169
2023 Q1	$766K	Buy	8,727 +774	+10%	+$72.2K	0.01%	165
2022 Q4	$676K	Buy	7,953 +3,628	+84%	+$309K	0.01%	170
2022 Q3	$342K	Buy	+4,325	New	+$365K	0.01%	195
2019 Q1	–	Sell	-27,748	Closed	-$1.1M	–	227
2018 Q4	$1.1M	Sell	27,748 -110	-0.4%	-$4.8K	0.03%	131
2018 Q3	$1.3M	Sell	27,858 -41,667	-60%	-$2.03M	0.03%	137
2018 Q2	$3.29M	Sell	69,525 -1,663	-2%	-$86.9K	0.07%	70
2018 Q1	$3.84M	Buy	71,188 +52,064	+272%	+$2.88M	0.09%	63
2017 Q4	$1M	Buy	+19,124	New	+$967K	0.03%	110

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

DF Dent & Co's MS Position: Q1 2026 in Review

DF Dent & Co increased its Morgan Stanley (MS) stake by 114% in Q1 2026, buying an estimated $355K and bringing the position to 3,854 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #191.

DF Dent & Co first reported a position in MS in Q4 2017 and has held it in 14 quarters since. The position peaked at $3.84M in Q1 2018. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

DF Dent & Co held 3,854 shares of Morgan Stanley worth $634K as of Q1 2026.
DF Dent & Co bought 2,049 Morgan Stanley shares in Q1 2026, an estimated $355K.
Morgan Stanley made up 0.01% of DF Dent & Co's portfolio in Q1 2026, its #191 holding.
DF Dent & Co first reported a position in Morgan Stanley in Q4 2017 and has held it in 14 quarters since.
DF Dent & Co's Morgan Stanley position peaked at $3.84M in Q1 2018.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.