ECM
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Estabrook Capital Management’s Morgan Stanley MS Stock Holding History

Estabrook Capital 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 		$16.5K Hold
100
– – ﹤0.01% 257
2025
Q4 		$17.8K Hold
100
– – ﹤0.01% 241
2025
Q3 		$15.9K Hold
100
– – ﹤0.01% 245
2025
Q2 		$14.1K Sell
100
-100
-50% -$12.3K ﹤0.01% 252
2025
Q1 		$23.3K Hold
200
– – ﹤0.01% 219
2024
Q4 		$25.1K Hold
200
– – ﹤0.01% 226
2024
Q3 		$20.8K Hold
200
– – ﹤0.01% 242
2024
Q2 		$19.4K Sell
200
-400
-67% -$38.1K ﹤0.01% 243
2024
Q1 		$56.5K Hold
600
– – 0.01% 200
2023
Q4 		$56K Hold
600
– – 0.01% 196
2023
Q3 		$49K Hold
600
– – 0.01% 199
2023
Q2 		$51.2K Hold
600
– – 0.01% 204
2023
Q1 		$52.7K Hold
600
– – 0.01% 209
2022
Q4 		$51K Hold
600
– – 0.01% 208
2022
Q3 		$47.4K Hold
600
– – 0.01% 208
2022
Q2 		$45.6K Hold
600
– – 0.01% 218
2022
Q1 		$52.4K Sell
600
-50
-8% -$4.82K 0.01% 220
2021
Q4 		$63.8K Buy
650
+50
+8% +$4.98K 0.01% 215
2021
Q3 		$58.4K Sell
600
-170
-22% -$16.8K 0.01% 185
2021
Q2 		$70.6K Hold
770
– – 0.01% 182
2021
Q1 		$59.8K Sell
770
-350
-31% -$26.8K 0.01% 192
2020
Q4 		$76.8K Sell
1,120
-140
-11% -$8.03K 0.01% 176
2020
Q3 		$60.9K Sell
1,260
-450
-26% -$22.7K 0.01% 180
2020
Q2 		$82.6K Hold
1,710
– – 0.02% 163
2020
Q1 		$58.1K Hold
1,710
– – 0.01% 172
2019
Q4 		$87.4K Sell
1,710
-975
-36% -$46.1K 0.01% 173
2019
Q3 		$115K Hold
2,685
– – 0.02% 157
2019
Q2 		$118K Hold
2,685
– – 0.02% 156
2019
Q1 		$113K Hold
2,685
– – 0.02% 155
2018
Q4 		$106K Hold
2,685
– – 0.02% 149
2018
Q3 		$125K Hold
2,685
– – 0.02% 156
2018
Q2 		$127K Sell
2,685
-90
-3% -$4.7K 0.02% 154
2018
Q1 		$150K Hold
2,775
– – 0.02% 151
2017
Q4 		$146K Hold
2,775
– – 0.02% 158
2017
Q3 		$134K Hold
2,775
– – 0.02% 164
2017
Q2 		$124K Hold
2,775
– – 0.02% 169
2017
Q1 		$119K Sell
2,775
-130
-4% -$5.77K 0.02% 166
2016
Q4 		$123K Hold
2,905
– – 0.02% 169
2016
Q3 		$93.1K Hold
2,905
– – 0.01% 185
2016
Q2 		$75.5K Hold
2,905
– – 0.01% 200
2016
Q1 		$72.7K Sell
2,905
-790
-21% -$20.2K 0.01% 197
2015
Q4 		$118K Sell
3,695
-1,010
-21% -$33.6K 0.02% 167
2015
Q3 		$148K Buy
4,705
+100
+2% +$3.64K 0.02% 159
2015
Q2 		$179K Buy
4,605
+25
+0.5% +$951 0.02% 156
2015
Q1 		$163K Hold
4,580
– – 0.02% 167
2014
Q4 		$178K Hold
4,580
– – 0.02% 161
2014
Q3 		$158K Buy
4,580
+1,215
+36% +$40.5K 0.02% 171
2014
Q2 		$109K Sell
3,365
-1,300
-28% -$40.1K 0.01% 203
2014
Q1 		$145K Hold
4,665
– – 0.01% 191
2013
Q4 		$146K Sell
4,665
-500
-10% -$14.9K 0.02% 192
2013
Q3 		$139K Sell
5,165
-5,300
-51% -$142K 0.02% 199
2013
Q2 		$256K Buy
+10,465
New +$248K 0.03% 162

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

Estabrook Capital Management's MS Position: Q1 2026 in Review

Estabrook Capital Management held its Morgan Stanley (MS) position steady in Q1 2026 at 100 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Estabrook Capital Management first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $256K in Q2 2013. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Estabrook Capital Management held 100 shares of Morgan Stanley worth $16.5K as of Q1 2026.
  • Estabrook Capital Management left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up ﹤0.01% of Estabrook Capital Management's portfolio in Q1 2026, its #257 holding.
  • Estabrook Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Estabrook Capital Management's Morgan Stanley position peaked at $256K in Q2 2013.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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