EF
MS icon

Empirical Finance’s Morgan Stanley MS Stock Holding History

Empirical Finance’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 		$11.3M Buy
68,648
+2,224
+3% +$385K 0.53% 38
2025
Q4 		$11.8M Buy
66,424
+4,205
+7% +$701K 0.56% 27
2025
Q3 		$9.89M Buy
62,219
+17,097
+38% +$2.52M 0.47% 35
2025
Q2 		$6.36M Buy
45,122
+275
+0.6% +$33.8K 0.33% 59
2025
Q1 		$5.23M Buy
44,847
+562
+1% +$72.4K 0.32% 64
2024
Q4 		$5.57M Sell
44,285
-670
-1% -$82.5K 0.32% 60
2024
Q3 		$4.69M Buy
44,955
+805
+2% +$81.1K 0.27% 75
2024
Q2 		$4.29M Sell
44,150
-4,221
-9% -$402K 0.27% 77
2024
Q1 		$4.55M Buy
48,371
+1,531
+3% +$135K 0.28% 75
2023
Q4 		$4.37M Sell
46,840
-19
-0% -$1.52K 0.3% 69
2023
Q3 		$3.83M Buy
46,859
+3,947
+9% +$343K 0.28% 70
2023
Q2 		$3.66M Buy
42,912
+4,344
+11% +$372K 0.28% 73
2023
Q1 		$3.39M Buy
38,568
+1,313
+4% +$123K 0.32% 68
2022
Q4 		$3.17M Buy
37,255
+2,582
+7% +$220K 0.33% 67
2022
Q3 		$2.74M Buy
34,673
+5,385
+18% +$454K 0.33% 61
2022
Q2 		$2.23M Buy
29,288
+1,530
+6% +$125K 0.28% 68
2022
Q1 		$2.43M Buy
27,758
+2,863
+12% +$276K 0.27% 70
2021
Q4 		$2.44M Buy
24,895
+6,532
+36% +$651K 0.29% 65
2021
Q3 		$1.79M Buy
18,363
+1,014
+6% +$100K 0.27% 71
2021
Q2 		$1.59M Buy
17,349
+2,840
+20% +$244K 0.26% 78
2021
Q1 		$994K Hold
14,509
– – 0.17% 140
2020
Q4 		$994K Buy
14,509
+4,156
+40% +$238K 0.17% 140
2020
Q3 		$501K Buy
10,353
+1,978
+24% +$99.6K 0.11% 172
2020
Q2 		$405K Buy
8,375
+943
+13% +$39.6K 0.1% 162
2020
Q1 		$253K Buy
7,432
+2,516
+51% +$118K 0.08% 181
2019
Q4 		$251K Buy
+4,916
New +$233K 0.06% 182
2017
Q1 		– Sell
-869
Closed -$37K – 390
2016
Q4 		$37K Buy
+869
New +$32.9K 0.03% 127

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

Empirical Finance's MS Position: Q1 2026 in Review

Empirical Finance increased its Morgan Stanley (MS) stake by 3.3% in Q1 2026, buying an estimated $385K and bringing the position to 68,648 shares worth $11.3M. The position accounts for 0.53% of the portfolio, ranked #38.

Empirical Finance first reported a position in MS in Q4 2016 and has held it in 27 quarters since. The position peaked at $11.8M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Empirical Finance held 68,648 shares of Morgan Stanley worth $11.3M as of Q1 2026.
  • Empirical Finance bought 2,224 Morgan Stanley shares in Q1 2026, an estimated $385K.
  • Morgan Stanley made up 0.53% of Empirical Finance's portfolio in Q1 2026, its #38 holding.
  • Empirical Finance first reported a position in Morgan Stanley in Q4 2016 and has held it in 27 quarters since.
  • Empirical Finance's Morgan Stanley position peaked at $11.8M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.