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Dunhill Financial’s Morgan Stanley MS Stock Holding History

Dunhill Financial’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 		$28.9K Sell
175
-15
-8% -$2.6K 0.01% 385
2025
Q4 		$33.7K Buy
190
+14
+8% +$2.33K 0.01% 333
2025
Q3 		$27.9K Buy
176
+1
+0.6% +$148 0.01% 322
2025
Q2 		$24.7K Buy
175
+59
+51% +$7.25K 0.01% 307
2025
Q1 		$13.5K Sell
116
-71
-38% -$9.15K 0.01% 358
2024
Q4 		$23.6K Buy
187
+71
+61% +$8.74K 0.01% 260
2024
Q3 		$12.1K Buy
116
+2
+2% +$201 0.01% 339
2024
Q2 		$11.1K Buy
114
+2
+2% +$190 0.01% 269
2024
Q1 		$10.5K Buy
112
+18
+19% +$1.58K 0.01% 230
2023
Q4 		$8.78K Buy
+94
New +$7.52K 0.01% 224

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

Dunhill Financial's MS Position: Q1 2026 in Review

Dunhill Financial reduced its Morgan Stanley (MS) stake by 7.9% in Q1 2026, selling an estimated $2.6K and leaving 175 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #385.

Dunhill Financial first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $33.7K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Dunhill Financial held 175 shares of Morgan Stanley worth $28.9K as of Q1 2026.
  • Dunhill Financial sold 15 Morgan Stanley shares in Q1 2026, an estimated $2.6K.
  • Morgan Stanley made up 0.01% of Dunhill Financial's portfolio in Q1 2026, its #385 holding.
  • Dunhill Financial first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • Dunhill Financial's Morgan Stanley position peaked at $33.7K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.