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Duncker Streett & Co’s Morgan Stanley MS Stock Holding History

Duncker Streett & 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 		$589K Hold
3,578
– – 0.11% 147
2025
Q4 		$635K Buy
3,578
+92
+3% +$15.3K 0.11% 130
2025
Q3 		$554K Hold
3,486
– – 0.1% 151
2025
Q2 		$491K Buy
3,486
+415
+14% +$51K 0.09% 158
2025
Q1 		$358K Hold
3,071
– – 0.07% 184
2024
Q4 		$386K Hold
3,071
– – 0.07% 177
2024
Q3 		$320K Sell
3,071
-300
-9% -$30.2K 0.06% 195
2024
Q2 		$328K Hold
3,371
– – 0.06% 192
2024
Q1 		$317K Hold
3,371
– – 0.06% 192
2023
Q4 		$314K Sell
3,371
-200
-6% -$16K 0.07% 188
2023
Q3 		$292K Hold
3,571
– – 0.07% 188
2023
Q2 		$305K Hold
3,571
– – 0.07% 185
2023
Q1 		$314K Hold
3,571
– – 0.07% 179
2022
Q4 		$304K Buy
3,571
+200
+6% +$17K 0.07% 183
2022
Q3 		$266K Hold
3,371
– – 0.07% 187
2022
Q2 		$256K Hold
3,371
– – 0.06% 199
2022
Q1 		$295K Sell
3,371
-2,812
-45% -$271K 0.06% 202
2021
Q4 		$607K Buy
6,183
+5
+0.1% +$498 0.1% 164
2021
Q3 		$601K Sell
6,178
-395
-6% -$39.1K 0.11% 163
2021
Q2 		$603K Buy
6,573
+2
+0% +$171 0.11% 166
2021
Q1 		$510K Buy
6,571
+4
+0.1% +$307 0.1% 174
2020
Q4 		$450K Buy
6,567
+696
+12% +$39.9K 0.09% 178
2020
Q3 		$284K Hold
5,871
– – 0.06% 204
2020
Q2 		$284K Sell
5,871
-800
-12% -$33.6K 0.07% 200
2020
Q1 		$227K Hold
6,671
– – 0.06% 217
2019
Q4 		$341K Sell
6,671
-2,072
-24% -$98.1K 0.07% 208
2019
Q3 		$373K Buy
8,743
+6
+0.1% +$256 0.09% 201
2019
Q2 		$383K Sell
8,737
-246
-3% -$11K 0.09% 202
2019
Q1 		$379K Buy
8,983
+255
+3% +$10.7K 0.09% 202
2018
Q4 		$346K Sell
8,728
-5,196
-37% -$227K 0.09% 198
2018
Q3 		$648K Buy
13,924
+4
+0% +$195 0.15% 158
2018
Q2 		$660K Buy
13,920
+3
+0% +$157 0.16% 149
2018
Q1 		$751K Buy
13,917
+3
+0% +$166 0.19% 138
2017
Q4 		$730K Buy
13,914
+3
+0% +$152 0.19% 141
2017
Q3 		$670K Buy
13,911
+4
+0% +$186 0.2% 135
2017
Q2 		$620K Sell
13,907
-12
-0.1% -$517 0.19% 139
2017
Q1 		$596K Buy
13,919
+633
+5% +$28.1K 0.19% 139
2016
Q4 		$561K Hold
13,286
– – 0.19% 139
2016
Q3 		$426K Hold
13,286
– – 0.15% 160
2016
Q2 		$345K Sell
13,286
-300
-2% -$7.85K 0.12% 182
2016
Q1 		$340K Sell
13,586
-2,000
-13% -$51K 0.13% 177
2015
Q4 		$496K Buy
15,586
+77
+0.5% +$2.56K 0.19% 137
2015
Q3 		$489K Buy
15,509
+50
+0.3% +$1.82K 0.19% 130
2015
Q2 		$600K Buy
15,459
+250
+2% +$9.51K 0.21% 132
2015
Q1 		$543K Sell
15,209
-85
-0.6% -$3.05K 0.18% 141
2014
Q4 		$593K Hold
15,294
– – 0.19% 136
2014
Q3 		$529K Sell
15,294
-800
-5% -$26.7K 0.18% 148
2014
Q2 		$520K Buy
16,094
+565
+4% +$17.4K 0.17% 156
2014
Q1 		$484K Sell
15,529
-900
-5% -$27.8K 0.17% 154
2013
Q4 		$515K Buy
16,429
+15
+0.1% +$446 0.19% 144
2013
Q3 		$442K Sell
16,414
-12,180
-43% -$327K 0.18% 148
2013
Q2 		$699K Buy
+28,594
New +$678K 0.27% 113

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

Duncker Streett & Co's MS Position: Q1 2026 in Review

Duncker Streett & Co held its Morgan Stanley (MS) position steady in Q1 2026 at 3,578 shares worth $589K. The position accounts for 0.11% of the portfolio, ranked #147.

Duncker Streett & Co first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $751K in Q1 2018. 2,486 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Duncker Streett & Co held 3,578 shares of Morgan Stanley worth $589K as of Q1 2026.
  • Duncker Streett & Co left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.11% of Duncker Streett & Co's portfolio in Q1 2026, its #147 holding.
  • Duncker Streett & Co first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Duncker Streett & Co's Morgan Stanley position peaked at $751K in Q1 2018.
  • 2,486 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Duncker Streett & Co's 13F filing for Q1 2026, filed 29 Apr 2026.