Essex Investment Management’s Morgan Stanley MS Stock Holding History

Essex Investment 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 Q1	$59.7K	Hold	363	–	–	0.01%	248
2025 Q4	$64.4K	Hold	363	–	–	0.01%	246
2025 Q3	$57.7K	Hold	363	–	–	0.01%	244
2025 Q2	$51.1K	Hold	363	–	–	0.01%	244
2025 Q1	$42.4K	Hold	363	–	–	0.01%	254
2024 Q4	$45.6K	Hold	363	–	–	0.01%	250
2024 Q3	$37.8K	Hold	363	–	–	0.01%	267
2024 Q2	$35.3K	Hold	363	–	–	0.01%	269
2024 Q1	$34.2K	Hold	363	–	–	0.01%	265
2023 Q4	$33.9K	Hold	363	–	–	0.01%	275
2023 Q3	$29.6K	Sell	363 -13,523	-97%	-$1.17M	﹤0.01%	322
2023 Q2	$1.19M	Sell	13,886 -324	-2%	-$27.7K	0.17%	183
2023 Q1	$1.25M	Sell	14,210 -2,010	-12%	-$188K	0.18%	172
2022 Q4	$1.38M	Sell	16,220 -876	-5%	-$74.7K	0.21%	150
2022 Q3	$1.35M	Sell	17,096 -653	-4%	-$55K	0.22%	143
2022 Q2	$1.35M	Sell	17,749 -3,052	-15%	-$250K	0.22%	137
2022 Q1	$1.82M	Sell	20,801 -2,962	-12%	-$286K	0.23%	136
2021 Q4	$2.33M	Sell	23,763 -5,000	-17%	-$498K	0.27%	124
2021 Q3	$2.8M	Sell	28,763 -13,760	-32%	-$1.36M	0.34%	89
2021 Q2	$3.9M	Hold	42,523	–	–	0.45%	68
2021 Q1	$3.3M	Hold	42,523	–	–	0.4%	72
2020 Q4	$2.91M	Sell	42,523 -7,477	-15%	-$429K	0.36%	87
2020 Q3	$2.42M	Hold	50,000	–	–	0.35%	83
2020 Q2	$2.42M	Buy	+50,000	New	+$2.1M	0.4%	73
2020 Q1	–	Sell	-193,860	Closed	-$9.91M	–	440
2019 Q4	$9.91M	Buy	193,860 +34,450	+22%	+$1.63M	1.22%	10
2019 Q3	$6.8M	Buy	159,410 +70,523	+79%	+$3.01M	0.98%	14
2019 Q2	$3.89M	Buy	88,887 +25,464	+40%	+$1.14M	0.53%	37
2019 Q1	$2.68M	Sell	63,423 -57,082	-47%	-$2.4M	0.4%	70
2018 Q4	$4.78M	Sell	120,505 -30,115	-20%	-$1.31M	0.75%	26
2018 Q3	$7.01M	Sell	150,620 -2,175	-1%	-$106K	0.82%	22
2018 Q2	$7.24M	Sell	152,795 -147,304	-49%	-$7.7M	0.91%	17
2018 Q1	$16.2M	Sell	300,099 -11,990	-4%	-$664K	2.13%	2
2017 Q4	$16.4M	Buy	312,089 +28,529	+10%	+$1.44M	2.16%	2
2017 Q3	$13.7M	Sell	283,560 -9,521	-3%	-$442K	1.86%	4
2017 Q2	$13.1M	Sell	293,081 -2,110	-0.7%	-$91K	1.87%	4
2017 Q1	$12.6M	Sell	295,191 -2,850	-1%	-$126K	1.98%	4
2016 Q4	$12.6M	Sell	298,041 -2,097	-0.7%	-$79.3K	2.07%	4
2016 Q3	$9.62M	Buy	300,138 +18,988	+7%	+$566K	1.55%	9
2016 Q2	$7.3M	Sell	281,150 -5,428	-2%	-$142K	1.22%	17
2016 Q1	$7.17M	Sell	286,578 -3,573	-1%	-$91.2K	1.23%	22
2015 Q4	$9.23M	Sell	290,151 -5,713	-2%	-$190K	1.44%	18
2015 Q3	$9.32M	Hold	295,864	–	–	1.53%	13
2015 Q2	$11.5M	Sell	295,864 -4,639	-2%	-$177K	1.73%	11
2015 Q1	$10.7M	Sell	300,503 -300	-0.1%	-$10.8K	1.5%	12
2014 Q4	$11.7M	Sell	300,803 -16,774	-5%	-$597K	1.7%	10
2014 Q3	$11M	Sell	317,577 -3,079	-1%	-$103K	1.68%	7
2014 Q2	$10.4M	Sell	320,656 -5,268	-2%	-$162K	1.53%	7
2014 Q1	$10.2M	Sell	325,924 -3,918	-1%	-$121K	1.48%	7
2013 Q4	$10.3M	Buy	329,842 +761	+0.2%	+$22.6K	1.46%	8
2013 Q3	$8.87M	Sell	329,081 -18,893	-5%	-$507K	1.34%	9
2013 Q2	$8.5M	Buy	+347,974	New	+$8.25M	1.5%	9

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

Essex Investment Management's MS Position: Q1 2026 in Review

Essex Investment Management held its Morgan Stanley (MS) position steady in Q1 2026 at 363 shares worth $59.7K. The position accounts for 0.01% of the portfolio, ranked #248.

Essex Investment Management first reported a position in MS in Q2 2013 and has held it in 51 quarters since. The position peaked at $16.4M in Q4 2017. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Essex Investment Management held 363 shares of Morgan Stanley worth $59.7K as of Q1 2026.
Essex Investment Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.01% of Essex Investment Management's portfolio in Q1 2026, its #248 holding.
Essex Investment Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 51 quarters since.
Essex Investment Management's Morgan Stanley position peaked at $16.4M in Q4 2017.
2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.