Empirical Asset Management
MS icon

Empirical Asset Management’s Morgan Stanley MS Stock Holding History

Empirical Asset 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
Q3 		– Sell
-1,072
Closed -$224K – 484
2026
Q2 		$224K Buy
+1,072
New +$212K 0.05% 393
2025
Q1 		– Sell
-11,142
Closed -$66.7K – 407
2024
Q4 		$66.7K Buy
+11,142
New +$1.37M 0.02% 367

Other funds holding MS

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Empirical Asset Management's MS Position: Q3 2026 in Review

Empirical Asset Management sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 1,072 shares — an estimated $224K sold.

Empirical Asset Management first reported a position in MS in Q4 2024 and held it in 2 quarters. The position peaked at $224K in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Empirical Asset Management reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • Empirical Asset Management sold 1,072 Morgan Stanley shares in Q3 2026, an estimated $224K.
  • Empirical Asset Management first reported a position in Morgan Stanley in Q4 2024 and held it in 2 quarters.
  • Empirical Asset Management's Morgan Stanley position peaked at $224K in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Empirical Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.