DTL
MS icon

Dynamic Technology Lab’s Morgan Stanley MS Stock Holding History

Dynamic Technology Lab’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
-12,254
Closed -$2.17M – 1066
2025
Q4 		$2.17M Buy
+12,254
New +$2.04M 0.49% 15
2022
Q3 		– Sell
-26,460
Closed -$2.01M – 1381
2022
Q2 		$2.01M Sell
26,460
-227
-0.9% -$18.6K 0.23% 93
2022
Q1 		$2.33M Buy
+26,687
New +$2.57M 0.28% 52
2021
Q3 		– Sell
-30,072
Closed -$2.76M – 1333
2021
Q2 		$2.76M Sell
30,072
-26,088
-46% -$2.24M 0.28% 50
2021
Q1 		$4.36M Buy
56,160
+47,167
+524% +$3.61M 0.49% 7
2020
Q4 		$616K Sell
8,993
-64,611
-88% -$3.71M 0.1% 362
2020
Q3 		$3.56M Buy
+73,604
New +$3.71M 0.57% 3
2019
Q4 		– Sell
-16,181
Closed -$690K – 1185
2019
Q3 		$690K Sell
16,181
-16,919
-51% -$723K 0.12% 280
2019
Q2 		$1.45M Buy
+33,100
New +$1.48M 0.24% 79
2018
Q4 		– Sell
-26,567
Closed -$1.24M – 1183
2018
Q3 		$1.24M Sell
26,567
-16,074
-38% -$785K 0.17% 153
2018
Q2 		$2.02M Buy
+42,641
New +$2.23M 0.3% 47
2018
Q1 		– Sell
-10,725
Closed -$563K – 1241
2017
Q4 		$563K Buy
+10,725
New +$542K 0.1% 379
2017
Q3 		– Sell
-16,038
Closed -$714K – 1255
2017
Q2 		$714K Buy
+16,038
New +$692K 0.13% 221
2015
Q3 		– Sell
-5,995
Closed -$233K – 962
2015
Q2 		$233K Buy
+5,995
New +$228K 0.08% 554
2014
Q1 		– Sell
-7,300
Closed -$229K – 691
2013
Q4 		$229K Buy
+7,300
New +$217K 0.16% 311

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

Dynamic Technology Lab's MS Position: Q1 2026 in Review

Dynamic Technology Lab sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 12,254 shares — an estimated $2.17M sold.

Dynamic Technology Lab first reported a position in MS in Q4 2013 and held it in 15 quarters. The position peaked at $4.36M in Q1 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Dynamic Technology Lab reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Dynamic Technology Lab sold 12,254 Morgan Stanley shares in Q1 2026, an estimated $2.17M.
  • Dynamic Technology Lab first reported a position in Morgan Stanley in Q4 2013 and held it in 15 quarters.
  • Dynamic Technology Lab's Morgan Stanley position peaked at $4.36M in Q1 2021.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.