Everence Capital Management’s Morgan Stanley MS Stock Holding History

Everence 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	$5.31M	Hold	32,291	–	–	0.32%	48
2025 Q4	$5.73M	Hold	32,291	–	–	0.34%	46
2025 Q3	$5.13M	Hold	32,291	–	–	0.31%	50
2025 Q2	$4.55M	Hold	32,291	–	–	0.29%	53
2025 Q1	$3.77M	Hold	32,291	–	–	0.26%	73
2024 Q4	$4.06M	Sell	32,291 -3,590	-10%	-$442K	0.26%	56
2024 Q3	$3.74M	Buy	35,881 +4,140	+13%	+$417K	0.24%	77
2024 Q2	$2.88K	Hold	31,741	–	–	0.2%	98
2024 Q1	$2.99K	Hold	31,741	–	–	0.2%	97
2023 Q4	$2.96M	Hold	31,741	–	–	0.21%	95
2023 Q3	$2.59K	Sell	31,741 -3,650	-10%	-$317K	0.2%	100
2023 Q2	$2.89M	Hold	35,391	–	–	0.24%	77
2023 Q1	$3.11K	Hold	35,391	–	–	0.25%	76
2022 Q4	$3.01K	Sell	35,391 -1,350	-4%	-$115K	0.26%	78
2022 Q3	$2.9M	Hold	36,741	–	–	0.27%	69
2022 Q2	$2.79M	Hold	36,741	–	–	0.25%	73
2022 Q1	$3.21M	Hold	36,741	–	–	0.25%	80
2021 Q4	$3.61M	Buy	36,741 +6,810	+23%	+$678K	0.27%	65
2021 Q3	$2.91M	Hold	29,931	–	–	0.24%	77
2021 Q2	$2.74M	Hold	29,931	–	–	0.23%	86
2021 Q1	$2.32M	Hold	29,931	–	–	0.21%	84
2020 Q4	$2.05M	Buy	29,931 +5,470	+22%	+$314K	0.2%	84
2020 Q3	$1.18M	Hold	24,461	–	–	0.13%	134
2020 Q2	$1.08M	Hold	24,461	–	–	0.13%	140
2020 Q1	$832K	Hold	24,461	–	–	0.12%	153
2019 Q4	$1.25M	Sell	24,461 -4,880	-17%	-$231K	0.19%	113
2019 Q3	$1.25M	Hold	29,341	–	–	0.2%	110
2019 Q2	$1.28M	Hold	29,341	–	–	0.21%	107
2019 Q1	$1.24M	Buy	29,341 +4,470	+18%	+$188K	0.22%	110
2018 Q4	$986K	Hold	24,871	–	–	0.23%	113
2018 Q3	$1.16M	Hold	24,871	–	–	0.23%	111
2018 Q2	$1.18M	Hold	24,871	–	–	0.25%	104
2018 Q1	$1.34M	Hold	24,871	–	–	0.3%	81
2017 Q4	$1.3M	Sell	24,871 -3,510	-12%	-$178K	0.29%	93
2017 Q3	$1.37M	Hold	28,381	–	–	0.31%	89
2017 Q2	$1.26M	Hold	28,381	–	–	0.31%	93
2017 Q1	$1.22M	Hold	28,381	–	–	0.32%	85
2016 Q4	$1.2M	Buy	28,381 +1,560	+6%	+$59K	0.34%	82
2016 Q3	$860K	Hold	26,821	–	–	0.26%	116
2016 Q2	$697K	Buy	26,821 +11,030	+70%	+$288K	0.21%	136
2016 Q1	$395K	Hold	15,791	–	–	0.12%	211
2015 Q4	$502K	Sell	15,791 -7,020	-31%	-$233K	0.16%	173
2015 Q3	$719K	Hold	22,811	–	–	0.25%	121
2015 Q2	$885K	Hold	22,811	–	–	0.29%	110
2015 Q1	$816K	Hold	22,811	–	–	0.27%	117
2014 Q4	$885K	Hold	22,811	–	–	0.3%	99
2014 Q3	$783K	Hold	22,811	–	–	0.29%	112
2014 Q2	$737K	Hold	22,811	–	–	0.27%	124
2014 Q1	$711K	Hold	22,811	–	–	0.28%	115
2013 Q4	$715K	Hold	22,811	–	–	0.29%	112
2013 Q3	$615K	Hold	22,811	–	–	0.26%	111
2013 Q2	$557K	Buy	+22,811	New	+$541K	0.25%	117

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

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

Everence Capital Management held its Morgan Stanley (MS) position steady in Q1 2026 at 32,291 shares worth $5.31M. The position accounts for 0.32% of the portfolio, ranked #48.

Everence Capital Management first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.73M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Everence Capital Management held 32,291 shares of Morgan Stanley worth $5.31M as of Q1 2026.
Everence Capital Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.32% of Everence Capital Management's portfolio in Q1 2026, its #48 holding.
Everence Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
Everence Capital Management's Morgan Stanley position peaked at $5.73M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.