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

DGS 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 		$961K Buy
5,838
+296
+5% +$51.2K 0.16% 125
2025
Q4 		$984K Buy
5,542
+1,402
+34% +$234K 0.17% 117
2025
Q3 		$658K Buy
4,140
+86
+2% +$12.7K 0.12% 158
2025
Q2 		$571K Sell
4,054
-372
-8% -$45.7K 0.12% 161
2025
Q1 		$516K Buy
4,426
+18
+0.4% +$2.32K 0.14% 159
2024
Q4 		$554K Buy
4,408
+77
+2% +$9.48K 0.14% 139
2024
Q3 		$451K Buy
4,331
+947
+28% +$95.4K 0.12% 165
2024
Q2 		$329K Sell
3,384
-223
-6% -$21.2K 0.09% 201
2024
Q1 		$340K Buy
3,607
+1,252
+53% +$110K 0.1% 191
2023
Q4 		$220K Sell
2,355
-415
-15% -$33.2K 0.08% 212
2023
Q3 		$226K Sell
2,770
-489
-15% -$42.5K 0.11% 191
2023
Q2 		$278K Buy
3,259
+2
+0.1% +$171 0.14% 162
2023
Q1 		$286K Buy
3,257
+3
+0.1% +$280 0.16% 148
2022
Q4 		$277K Buy
3,254
+6
+0.2% +$511 0.18% 148
2022
Q3 		$257K Buy
3,248
+461
+17% +$38.9K 0.17% 136
2022
Q2 		$212K Sell
2,787
-349
-11% -$28.6K 0.17% 157
2022
Q1 		$274K Sell
3,136
-23
-0.7% -$2.22K 0.17% 133
2021
Q4 		$310K Buy
+3,159
New +$315K 0.19% 94

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

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

DGS Capital Management increased its Morgan Stanley (MS) stake by 5.3% in Q1 2026, buying an estimated $51.2K and bringing the position to 5,838 shares worth $961K. The position accounts for 0.16% of the portfolio, ranked #125.

DGS Capital Management first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $984K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • DGS Capital Management held 5,838 shares of Morgan Stanley worth $961K as of Q1 2026.
  • DGS Capital Management bought 296 Morgan Stanley shares in Q1 2026, an estimated $51.2K.
  • Morgan Stanley made up 0.16% of DGS Capital Management's portfolio in Q1 2026, its #125 holding.
  • DGS Capital Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • DGS Capital Management's Morgan Stanley position peaked at $984K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.