EIP
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Easterly Investment Partners’s Morgan Stanley MS Stock Holding History

Easterly Investment Partners’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
-3,151
Closed -$559K – 207
2025
Q4 		$559K Hold
3,151
– – 0.03% 176
2025
Q3 		$501K Hold
3,151
– – 0.03% 176
2025
Q2 		$444K Hold
3,151
– – 0.03% 175
2025
Q1 		$368K Hold
3,151
– – 0.03% 165
2024
Q4 		$396K Hold
3,151
– – 0.03% 177
2024
Q3 		$328K Sell
3,151
-116
-4% -$11.7K 0.03% 187
2024
Q2 		$318K Sell
3,267
-154,302
-98% -$14.7M 0.03% 183
2024
Q1 		$14.8M Buy
157,569
+30,593
+24% +$2.69M 1.13% 23
2023
Q4 		$11.8M Buy
126,976
+3,185
+3% +$255K 1.27% 29
2023
Q3 		$10.1M Buy
123,791
+39,347
+47% +$3.42M 1.11% 35
2023
Q2 		$7.21M Buy
84,444
+18,511
+28% +$1.58M 0.64% 70
2023
Q1 		$5.79M Sell
65,933
-41,763
-39% -$3.9M 0.51% 73
2022
Q4 		$9.16M Buy
+107,696
New +$9.18M 0.79% 48
2022
Q3 		– Sell
-70,176
Closed -$5.34M – 195
2022
Q2 		$5.34M Buy
+70,176
New +$5.75M 0.48% 73
2021
Q4 		– Sell
-65,366
Closed -$6.36M – 214
2021
Q3 		$6.36M Sell
65,366
-164,033
-72% -$16.3M 0.43% 71
2021
Q2 		$21M Sell
229,399
-83,999
-27% -$7.2M 2.47% 19
2021
Q1 		$24.3M Sell
313,398
-129,405
-29% -$9.92M 2.91% 14
2020
Q4 		$30.3M Sell
442,803
-1,496,458
-77% -$85.9M 4.2% 4
2020
Q3 		$93.8M Buy
1,939,261
+187,452
+11% +$9.44M 3.72% 10
2020
Q2 		$84.6M Sell
1,751,809
-484,145
-22% -$20.3M 3.84% 8
2020
Q1 		$76M Sell
2,235,954
-373,926
-14% -$17.6M 3.37% 14
2019
Q4 		$133M Sell
2,609,880
-148,982
-5% -$7.05M 3.75% 10
2019
Q3 		$118M Buy
2,758,862
+2,698,862
+4,498% +$115M 3.31% 13
2019
Q2 		$2.63M Sell
60,000
-10,000
-14% -$446K 0.07% 50
2019
Q1 		$2.95M Buy
+70,000
New +$2.95M 0.07% 48

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

Easterly Investment Partners's MS Position: Q1 2026 in Review

Easterly Investment Partners sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 3,151 shares — an estimated $559K sold.

Easterly Investment Partners first reported a position in MS in Q1 2019 and held it in 25 quarters. The position peaked at $133M in Q4 2019. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Easterly Investment Partners reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Easterly Investment Partners sold 3,151 Morgan Stanley shares in Q1 2026, an estimated $559K.
  • Easterly Investment Partners first reported a position in Morgan Stanley in Q1 2019 and held it in 25 quarters.
  • Easterly Investment Partners's Morgan Stanley position peaked at $133M in Q4 2019.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Easterly Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.