EntryPoint Capital’s Morgan Stanley MS Stock Holding History

EntryPoint Capital’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	$266K	Sell	1,618 -423	-21%	-$73.2K	0.08%	522
2025 Q4	$362K	Sell	2,041 -2,141	-51%	-$357K	0.14%	284
2025 Q3	$665K	Buy	+4,182	New	+$618K	0.26%	87
2024 Q4	–	Sell	-2,687	Closed	-$280K	–	880
2024 Q3	$280K	Buy	+2,687	New	+$271K	0.16%	277
2024 Q2	–	Sell	-1,296	Closed	-$122K	–	1352
2024 Q1	$122K	Buy	+1,296	New	+$114K	0.11%	312

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EntryPoint Capital's MS Position: Q1 2026 in Review

EntryPoint Capital reduced its Morgan Stanley (MS) stake by 21% in Q1 2026, selling an estimated $73.2K and leaving 1,618 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #522.

EntryPoint Capital first reported a position in MS in Q1 2024 and has held it in 5 quarters since. The position peaked at $665K in Q3 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

EntryPoint Capital held 1,618 shares of Morgan Stanley worth $266K as of Q1 2026.
EntryPoint Capital sold 423 Morgan Stanley shares in Q1 2026, an estimated $73.2K.
Morgan Stanley made up 0.08% of EntryPoint Capital's portfolio in Q1 2026, its #522 holding.
EntryPoint Capital first reported a position in Morgan Stanley in Q1 2024 and has held it in 5 quarters since.
EntryPoint Capital's Morgan Stanley position peaked at $665K in Q3 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on EntryPoint Capital's 13F filing for Q1 2026, filed 14 May 2026.