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Edgestream Partners’s Morgan Stanley MS Stock Holding History

Edgestream 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 		$14M Buy
85,059
+28,051
+49% +$4.86M 0.46% 11
2025
Q4 		$10.1M Buy
57,008
+54,833
+2,521% +$9.15M 0.28% 61
2025
Q3 		$346K Sell
2,175
-72,943
-97% -$10.8M 0.01% 777
2025
Q2 		$10.6M Sell
75,118
-613
-0.8% -$75.3K 0.29% 60
2025
Q1 		$8.84M Buy
75,731
+63,337
+511% +$8.16M 0.3% 60
2024
Q4 		$1.56M Sell
12,394
-21,228
-63% -$2.61M 0.07% 451
2024
Q3 		$3.5M Buy
+33,622
New +$3.39M 0.15% 223
2024
Q2 		– Sell
-4,303
Closed -$405K – 968
2024
Q1 		$405K Buy
4,303
+1,580
+58% +$139K 0.02% 678
2023
Q4 		$254K Sell
2,723
-13,887
-84% -$1.11M 0.02% 749
2023
Q3 		$1.36M Buy
16,610
+11,794
+245% +$1.02M 0.11% 298
2023
Q2 		$411K Sell
4,816
-16,652
-78% -$1.42M 0.04% 569
2023
Q1 		$1.88M Buy
21,468
+12,329
+135% +$1.15M 0.21% 154
2022
Q4 		$777K Sell
9,139
-30,044
-77% -$2.56M 0.09% 294
2022
Q3 		$3.1M Buy
39,183
+2,451
+7% +$207K 0.24% 148
2022
Q2 		$2.79M Buy
36,732
+16,224
+79% +$1.33M 0.22% 150
2022
Q1 		$1.79M Sell
20,508
-4,091
-17% -$395K 0.14% 237
2021
Q4 		$2.42M Buy
24,599
+10,062
+69% +$1M 0.15% 200
2021
Q3 		$1.42M Sell
14,537
-5,577
-28% -$553K 0.09% 280
2021
Q2 		$1.84M Sell
20,114
-36,648
-65% -$3.14M 0.11% 229
2021
Q1 		$4.41M Buy
56,762
+14,949
+36% +$1.15M 0.25% 157
2020
Q4 		$2.87M Sell
41,813
-39,890
-49% -$2.29M 0.14% 184
2020
Q3 		$3.95M Buy
+81,703
New +$4.12M 0.26% 133
2018
Q4 		– Sell
-36,914
Closed -$1.72M – 277
2018
Q3 		$1.72M Sell
36,914
-12,394
-25% -$605K 0.29% 116
2018
Q2 		$2.34M Buy
49,308
+18,083
+58% +$945K 0.48% 71
2018
Q1 		$1.69M Buy
+31,225
New +$1.73M 0.33% 106

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

Edgestream Partners's MS Position: Q1 2026 in Review

Edgestream Partners increased its Morgan Stanley (MS) stake by 49% in Q1 2026, buying an estimated $4.86M and bringing the position to 85,059 shares worth $14M. The position accounts for 0.46% of the portfolio, ranked #11.

Edgestream Partners first reported a position in MS in Q1 2018 and has held it in 25 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Edgestream Partners held 85,059 shares of Morgan Stanley worth $14M as of Q1 2026.
  • Edgestream Partners bought 28,051 Morgan Stanley shares in Q1 2026, an estimated $4.86M.
  • Morgan Stanley made up 0.46% of Edgestream Partners's portfolio in Q1 2026, its #11 holding.
  • Edgestream Partners first reported a position in Morgan Stanley in Q1 2018 and has held it in 25 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.