F/M Investments’s Morgan Stanley MS Stock Holding History

F/M Investments’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	$3.16M	Sell	19,202 -64,994	-77%	-$11.3M	0.21%	84
2025 Q4	$14.9M	Sell	84,196 -2,772	-3%	-$462K	0.57%	36
2025 Q3	$13.8M	Sell	86,968 -1,442	-2%	-$213K	0.53%	37
2025 Q2	$12.5M	Buy	88,410 +2,140	+2%	+$263K	0.45%	41
2025 Q1	$10.1M	Sell	86,270 -5,803	-6%	-$748K	0.4%	52
2024 Q4	$11.6M	Sell	92,073 -10,748	-10%	-$1.32M	0.43%	47
2024 Q3	$10.7M	Buy	102,821 +11,832	+13%	+$1.19M	0.34%	99
2024 Q2	$8.86M	Buy	+90,989	New	+$8.66M	0.32%	107

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/M Investments's MS Position: Q1 2026 in Review

F/M Investments reduced its Morgan Stanley (MS) stake by 77% in Q1 2026, selling an estimated $11.3M and leaving 19,202 shares worth $3.16M. The position accounts for 0.21% of the portfolio, ranked #84.

F/M Investments first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $14.9M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

F/M Investments held 19,202 shares of Morgan Stanley worth $3.16M as of Q1 2026.
F/M Investments sold 64,994 Morgan Stanley shares in Q1 2026, an estimated $11.3M.
Morgan Stanley made up 0.21% of F/M Investments's portfolio in Q1 2026, its #84 holding.
F/M Investments first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
F/M Investments's Morgan Stanley position peaked at $14.9M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.