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Evelyn Partners Investment Management’s Morgan Stanley MS Stock Holding History

Evelyn Partners 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 		$1.55M Sell
9,420
-45
-0.5% -$7.79K 0.04% 116
2025
Q4 		$1.68M Sell
9,465
-800
-8% -$133K 0.05% 116
2025
Q3 		$1.63M Sell
10,265
-1,250
-11% -$185K 0.05% 113
2025
Q2 		$1.62M Sell
11,515
-1,000
-8% -$123K 0.05% 115
2025
Q1 		$1.46M Sell
12,515
-205
-2% -$26.4K 0.05% 115
2024
Q4 		$1.6M Buy
+12,720
New +$1.57M 0.05% 110

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

Evelyn Partners Investment Management's MS Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Morgan Stanley (MS) stake by 0.48% in Q1 2026, selling an estimated $7.79K and leaving 9,420 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #116.

Evelyn Partners Investment Management first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Evelyn Partners Investment Management held 9,420 shares of Morgan Stanley worth $1.55M as of Q1 2026.
  • Evelyn Partners Investment Management sold 45 Morgan Stanley shares in Q1 2026, an estimated $7.79K.
  • Morgan Stanley made up 0.04% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #116 holding.
  • Evelyn Partners Investment Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Morgan Stanley position peaked at $1.68M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.