F.L. Putnam Investment Management’s Morgan Stanley MS Stock Holding History

F.L. Putnam 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	$39.7M	Buy	241,047 +64,765	+37%	+$11.2M	0.59%	32
2025 Q4	$31.3M	Buy	176,282 +98,384	+126%	+$16.4M	0.46%	43
2025 Q3	$12.4M	Buy	77,898 +6,796	+10%	+$1M	0.19%	102
2025 Q2	$10M	Sell	71,102 -17,527	-20%	-$2.15M	0.17%	116
2025 Q1	$10.3M	Buy	88,629 +12,504	+16%	+$1.61M	0.19%	105
2024 Q4	$9.57M	Buy	76,125 +2,572	+3%	+$317K	0.17%	112
2024 Q3	$7.67M	Buy	73,553 +6,702	+10%	+$675K	0.14%	132
2024 Q2	$6.5M	Buy	66,851 +1,241	+2%	+$118K	0.12%	138
2024 Q1	$6.18M	Sell	65,610 -637	-1%	-$56.1K	0.13%	132
2023 Q4	$6.18M	Sell	66,247 -47,116	-42%	-$3.77M	0.15%	121
2023 Q3	$9.26M	Buy	113,363 +4,844	+4%	+$421K	0.26%	90
2023 Q2	$9.27M	Sell	108,519 -5,330	-5%	-$456K	0.25%	89
2023 Q1	$10M	Buy	113,849 +2,171	+2%	+$203K	0.33%	75
2022 Q4	$9.49M	Buy	111,678 +6,326	+6%	+$539K	0.35%	71
2022 Q3	$8.32M	Buy	105,352 +3,573	+4%	+$301K	0.32%	74
2022 Q2	$7.74M	Sell	101,779 -7,677	-7%	-$629K	0.28%	81
2022 Q1	$9.57M	Buy	109,456 +7,132	+7%	+$688K	0.31%	70
2021 Q4	$10M	Buy	102,324 +792	+0.8%	+$78.9K	0.31%	67
2021 Q3	$9.88M	Sell	101,532 -318	-0.3%	-$31.5K	0.34%	69
2021 Q2	$9.34M	Buy	101,850 +11,216	+12%	+$962K	0.32%	68
2021 Q1	$7.04M	Buy	90,634 +25,073	+38%	+$1.92M	0.31%	72
2020 Q4	$4.49M	Buy	65,561 +47,834	+270%	+$2.74M	0.21%	93
2020 Q3	$857K	Buy	17,727 +58	+0.3%	+$2.92K	0.05%	161
2020 Q2	$853K	Buy	+17,669	New	+$742K	0.05%	159
2019 Q3	–	Sell	-40,711	Closed	-$1.78M	–	303
2019 Q2	$1.78M	Sell	40,711 -758	-2%	-$33.8K	0.14%	111
2019 Q1	$1.75M	Buy	41,469 +30	+0.1%	+$1.26K	0.15%	106
2018 Q4	$1.64M	Sell	41,439 -26,400	-39%	-$1.15M	0.18%	107
2018 Q3	$3.16M	Sell	67,839 -120	-0.2%	-$5.86K	0.29%	90
2018 Q2	$3.22M	Sell	67,959 -709	-1%	-$37K	0.31%	85
2018 Q1	$3.71M	Sell	68,668 -332	-0.5%	-$18.4K	0.34%	82
2017 Q4	$3.62M	Buy	69,000 +4,847	+8%	+$245K	0.33%	83
2017 Q3	$3.09M	Buy	+64,153	New	+$2.98M	0.29%	84
2016 Q2	–	Sell	-256,093	Closed	-$6.41M	–	175
2016 Q1	$6.41M	Sell	256,093 -275,888	-52%	-$7.04M	0.77%	48
2015 Q4	$16.9M	Buy	531,981 +26,392	+5%	+$877K	1.98%	10
2015 Q3	$15.9M	Sell	505,589 -17,780	-3%	-$647K	1.97%	12
2015 Q2	$20.3M	Sell	523,369 -31,564	-6%	-$1.2M	2.26%	9
2015 Q1	$19.8M	Sell	554,933 -6,413	-1%	-$230K	2.21%	9
2014 Q4	$21.8M	Buy	561,346 +21,288	+4%	+$757K	2.53%	5
2014 Q3	$18.7M	Buy	540,058 +22,635	+4%	+$754K	2.2%	7
2014 Q2	$16.7M	Sell	517,423 -15,677	-3%	-$483K	1.93%	6
2014 Q1	$16.6M	Buy	533,100 +36,661	+7%	+$1.13M	1.98%	5
2013 Q4	$15.6M	Buy	496,439 +50,745	+11%	+$1.51M	1.88%	9
2013 Q3	$12M	Buy	445,694 +210,284	+89%	+$5.64M	1.6%	15
2013 Q2	$5.75M	Buy	+235,410	New	+$5.58M	0.82%	45

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

F.L. Putnam Investment Management's MS Position: Q1 2026 in Review

F.L. Putnam Investment Management increased its Morgan Stanley (MS) stake by 37% in Q1 2026, buying an estimated $11.2M and bringing the position to 241,047 shares worth $39.7M. The position accounts for 0.59% of the portfolio, ranked #32.

F.L. Putnam Investment Management first reported a position in MS in Q2 2013 and has held it in 44 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

F.L. Putnam Investment Management held 241,047 shares of Morgan Stanley worth $39.7M as of Q1 2026.
F.L. Putnam Investment Management bought 64,765 Morgan Stanley shares in Q1 2026, an estimated $11.2M.
Morgan Stanley made up 0.59% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #32 holding.
F.L. Putnam Investment Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 44 quarters since.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.