Donoghue Forlines’s Morgan Stanley MS Stock Holding History

Donoghue Forlines’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	–	Sell	-22,703	Closed	-$4.03M	–	145
2025 Q4	$4.03M	Buy	22,703 +13,019	+134%	+$2.17M	1.25%	7
2025 Q3	$1.54M	Sell	9,684 -1,493	-13%	-$220K	0.47%	70
2025 Q2	$1.57M	Sell	11,177 -1,581	-12%	-$194K	0.45%	64
2025 Q1	$1.49M	Buy	12,758 +475	+4%	+$61.2K	0.47%	79
2024 Q4	$1.54M	Buy	+12,283	New	+$1.51M	0.52%	62

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

Donoghue Forlines's MS Position: Q1 2026 in Review

Donoghue Forlines sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 22,703 shares — an estimated $4.03M sold.

Donoghue Forlines first reported a position in MS in Q4 2024 and held it in 5 quarters. The position peaked at $4.03M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Donoghue Forlines reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Donoghue Forlines sold 22,703 Morgan Stanley shares in Q1 2026, an estimated $4.03M.
Donoghue Forlines first reported a position in Morgan Stanley in Q4 2024 and held it in 5 quarters.
Donoghue Forlines's Morgan Stanley position peaked at $4.03M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.