E Fund Management’s Morgan Stanley MS Stock Holding History

E Fund Management’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	$2.02M	Buy	+12,290	New	+$2.13M	0.06%	150
2025 Q2	$443K	Sell	3,143 -87	-3%	-$10.7K	0.02%	246
2025 Q1	$377K	Buy	3,230 +159	+5%	+$20.5K	0.02%	257
2024 Q4	$386K	Buy	+3,071	New	+$378K	0.02%	263
2023 Q2	–	Sell	-2,434	Closed	-$214K	–	330
2023 Q1	$214K	Sell	2,434 -141	-5%	-$13.2K	0.02%	287
2022 Q4	$219K	Sell	2,575 -194	-7%	-$16.5K	0.02%	286
2022 Q3	$219K	Sell	2,769 -10	-0.4%	-$843	0.02%	290
2022 Q2	$211K	Sell	2,779 -21	-0.8%	-$1.72K	0.02%	293
2022 Q1	$245K	Sell	2,800 -373	-12%	-$36K	0.01%	261
2021 Q4	$311K	Buy	3,173 +11	+0.3%	+$1.1K	0.01%	208
2021 Q3	$308K	Buy	+3,162	New	+$313K	0.01%	184
2021 Q1	$205K	Buy	+2,638	New	+$202K	0.02%	217

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

E Fund Management's MS Position: Q1 2026 in Review

E Fund Management opened a new position in Morgan Stanley (MS) in Q1 2026: 12,290 shares worth $2.02M. The stake represents 0.06% of the portfolio and ranks #150 among its holdings. This is a return to the name: E Fund Management previously reported a position in MS as recently as Q2 2025.

E Fund Management first reported a position in MS in Q1 2021 and has held it in 12 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

E Fund Management held 12,290 shares of Morgan Stanley worth $2.02M as of Q1 2026.
Morgan Stanley was a new E Fund Management position in Q1 2026.
Morgan Stanley made up 0.06% of E Fund Management's portfolio in Q1 2026, its #150 holding.
E Fund Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 12 quarters since.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on E Fund Management's 13F filing for Q1 2026, filed 13 Apr 2026.