Douglass Winthrop Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $873K | Sell |
5,306
-44
| -0.8% | -$7.62K | 0.02% | 166 |
|
|
2025
Q4 | $950K | Buy |
5,350
+97
| +2% | +$16.2K | 0.02% | 162 |
|
|
2025
Q3 | $835K | Sell |
5,253
-255
| -5% | -$37.7K | 0.01% | 169 |
|
|
2025
Q2 | $776K | Hold |
5,508
| – | – | 0.01% | 159 |
|
|
2025
Q1 | $643K | Buy |
5,508
+46
| +0.8% | +$5.93K | 0.01% | 170 |
|
|
2024
Q4 | $687K | Sell |
5,462
-40
| -0.7% | -$4.93K | 0.01% | 173 |
|
|
2024
Q3 | $574K | Sell |
5,502
-139
| -2% | -$14K | 0.01% | 192 |
|
|
2024
Q2 | $548K | Buy |
5,641
+184
| +3% | +$17.5K | 0.01% | 182 |
|
|
2024
Q1 | $514K | Sell |
5,457
-1,062
| -16% | -$93.5K | 0.01% | 192 |
|
|
2023
Q4 | $608K | Buy |
6,519
+353
| +6% | +$28.2K | 0.01% | 160 |
|
|
2023
Q3 | $504K | Sell |
6,166
-562
| -8% | -$48.8K | 0.01% | 164 |
|
|
2023
Q2 | $575K | Buy |
6,728
+1,005
| +18% | +$86K | 0.01% | 163 |
|
|
2023
Q1 | $502K | Buy |
5,723
+5
| +0.1% | +$467 | 0.01% | 171 |
|
|
2022
Q4 | $486K | Sell |
5,718
-795
| -12% | -$67.8K | 0.01% | 174 |
|
|
2022
Q3 | $515K | Buy |
6,513
+4
| +0.1% | +$337 | 0.02% | 159 |
|
|
2022
Q2 | $495K | Buy |
6,509
+5
| +0.1% | +$410 | 0.01% | 176 |
|
|
2022
Q1 | $568K | Buy |
6,504
+3
| +0% | +$289 | 0.01% | 175 |
|
|
2021
Q4 | $638K | Buy |
6,501
+4
| +0.1% | +$398 | 0.01% | 172 |
|
|
2021
Q3 | $632K | Buy |
6,497
+4
| +0.1% | +$396 | 0.02% | 168 |
|
|
2021
Q2 | $595K | Buy |
6,493
+2
| +0% | +$171 | 0.01% | 183 |
|
|
2021
Q1 | $504K | Buy |
6,491
+302
| +5% | +$23.1K | 0.01% | 191 |
|
|
2020
Q4 | $424K | Buy |
6,189
+804
| +15% | +$46.1K | 0.01% | 203 |
|
|
2020
Q3 | $260K | Buy |
5,385
+3
| +0.1% | +$151 | 0.01% | 230 |
|
|
2020
Q2 | $260K | Buy |
+5,382
| New | +$226K | 0.01% | 218 |
|
|
2020
Q1 | – | Sell |
-5,237
| Closed | -$268K | – | 252 |
|
|
2019
Q4 | $268K | Buy |
5,237
+4
| +0.1% | +$189 | 0.01% | 237 |
|
|
2019
Q3 | $223K | Buy |
5,233
+4
| +0.1% | +$171 | 0.01% | 249 |
|
|
2019
Q2 | $229K | Hold |
5,229
| – | – | 0.01% | 240 |
|
|
2019
Q1 | $221K | Buy |
+5,229
| New | +$220K | 0.01% | 228 |
|
|
2018
Q4 | – | Sell |
-4,766
| Closed | -$222K | – | 256 |
|
|
2018
Q3 | $222K | Sell |
4,766
-49,500
| -91% | -$2.42M | 0.01% | 237 |
|
|
2018
Q2 | $2.57M | Sell |
54,266
-6,120
| -10% | -$320K | 0.12% | 95 |
|
|
2018
Q1 | $3.26M | Buy |
60,386
+56,000
| +1,277% | +$3.1M | 0.16% | 81 |
|
|
2017
Q4 | $230K | Sell |
4,386
-1,062
| -19% | -$53.7K | 0.01% | 227 |
|
|
2017
Q3 | $262K | Buy |
+5,448
| New | +$253K | 0.02% | 221 |
|
Other funds holding MS
VCM
VPM
Douglass Winthrop Advisors's MS Position: Q1 2026 in Review
Douglass Winthrop Advisors reduced its Morgan Stanley (MS) stake by 0.82% in Q1 2026, selling an estimated $7.62K and leaving 5,306 shares worth $873K. The position accounts for 0.02% of the portfolio, ranked #166.
Douglass Winthrop Advisors first reported a position in MS in Q3 2017 and has held it in 33 quarters since. The position peaked at $3.26M in Q1 2018. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Douglass Winthrop Advisors held 5,306 shares of Morgan Stanley worth $873K as of Q1 2026.
- Douglass Winthrop Advisors sold 44 Morgan Stanley shares in Q1 2026, an estimated $7.62K.
- Morgan Stanley made up 0.02% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #166 holding.
- Douglass Winthrop Advisors first reported a position in Morgan Stanley in Q3 2017 and has held it in 33 quarters since.
- Douglass Winthrop Advisors's Morgan Stanley position peaked at $3.26M in Q1 2018.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.