EI
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eCIO Inc’s Morgan Stanley MS Stock Holding History

eCIO Inc’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
-941
Closed -$167K – 132
2025
Q4 		$167K Sell
941
-397
-30% -$66.2K 0.08% 55
2025
Q3 		$213K Sell
1,338
-89
-6% -$13.1K 0.08% 55
2025
Q2 		$201K Sell
1,427
-11
-0.8% -$1.35K 0.08% 61
2025
Q1 		$168K Buy
+1,438
New +$185K 0.06% 124

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

eCIO Inc's MS Position: Q1 2026 in Review

eCIO Inc sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 941 shares — an estimated $167K sold.

eCIO Inc first reported a position in MS in Q1 2025 and held it in 4 quarters. The position peaked at $213K in Q3 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • eCIO Inc reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • eCIO Inc sold 941 Morgan Stanley shares in Q1 2026, an estimated $167K.
  • eCIO Inc first reported a position in Morgan Stanley in Q1 2025 and held it in 4 quarters.
  • eCIO Inc's Morgan Stanley position peaked at $213K in Q3 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on eCIO Inc's 13F filing for Q1 2026, filed 14 Apr 2026.