EF
MS icon

Empowered Funds’s Morgan Stanley MS Stock Holding History

Empowered Funds’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
2023
Q1 		– Sell
-18,343
Closed -$1.56M – 640
2022
Q4 		$1.56M Buy
+18,343
New +$1.56M 0.1% 206

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

Empowered Funds's MS Position: Q1 2026 in Review

Empowered Funds opened a new position in Morgan Stanley (MS) in Q1 2026: 252,788 shares worth $41.6M. The stake represents 0.27% of the portfolio and ranks #67 among its holdings. This is a return to the name: Empowered Funds previously reported a position in MS as recently as Q3 2025.

Empowered Funds first reported a position in MS in Q1 2017 and has held it in 17 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Empowered Funds held 252,788 shares of Morgan Stanley worth $41.6M as of Q1 2026.
  • Morgan Stanley was a new Empowered Funds position in Q1 2026.
  • Morgan Stanley made up 0.27% of Empowered Funds's portfolio in Q1 2026, its #67 holding.
  • Empowered Funds first reported a position in Morgan Stanley in Q1 2017 and has held it in 17 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.