Doheny Asset Management’s Morgan Stanley MS Stock Holding History

Doheny Asset 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	$407K	Hold	2,473	–	–	0.27%	49
2025 Q4	$439K	Hold	2,473	–	–	0.27%	46
2025 Q3	$393K	Sell	2,473 -50	-2%	-$7.38K	0.25%	49
2025 Q2	$355K	Hold	2,523	–	–	0.25%	53
2025 Q1	$294K	Hold	2,523	–	–	0.23%	53
2024 Q4	$317K	Hold	2,523	–	–	0.24%	53
2024 Q3	$263K	Hold	2,523	–	–	0.18%	66
2024 Q2	$245K	Hold	2,523	–	–	0.17%	67
2024 Q1	$238K	Hold	2,523	–	–	0.2%	65
2023 Q4	$235K	Hold	2,523	–	–	0.23%	62
2023 Q3	$206K	Hold	2,523	–	–	0.2%	65
2023 Q2	$215K	Hold	2,523	–	–	0.18%	69
2023 Q1	$222K	Sell	2,523 -203	-7%	-$18.9K	0.2%	69
2022 Q4	$232K	Hold	2,726	–	–	0.27%	62
2022 Q3	$215K	Buy	+2,726	New	+$230K	0.22%	65
2022 Q1	$238K	Hold	2,726	–	–	0.17%	74
2021 Q4	$268K	Hold	2,726	–	–	0.19%	77
2021 Q3	$265K	Hold	2,726	–	–	0.19%	81
2021 Q2	$250K	Hold	2,726	–	–	0.16%	90
2021 Q1	$212K	Buy	+2,726	New	+$209K	0.14%	99
2018 Q2	–	Sell	-3,894	Closed	-$210K	–	103
2018 Q1	$210K	Hold	3,894	–	–	0.11%	100
2017 Q4	$204K	Buy	+3,894	New	+$197K	0.1%	104

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

Doheny Asset Management's MS Position: Q1 2026 in Review

Doheny Asset Management held its Morgan Stanley (MS) position steady in Q1 2026 at 2,473 shares worth $407K. The position accounts for 0.27% of the portfolio, ranked #49.

Doheny Asset Management first reported a position in MS in Q4 2017 and has held it in 22 quarters since. The position peaked at $439K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Doheny Asset Management held 2,473 shares of Morgan Stanley worth $407K as of Q1 2026.
Doheny Asset Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.27% of Doheny Asset Management's portfolio in Q1 2026, its #49 holding.
Doheny Asset Management first reported a position in Morgan Stanley in Q4 2017 and has held it in 22 quarters since.
Doheny Asset Management's Morgan Stanley position peaked at $439K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Doheny Asset Management's 13F filing for Q1 2026, filed 7 May 2026.