FM
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Family Management’s Morgan Stanley MS Stock Holding History

Family 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
2021
Q1 		– Sell
-10,000
Closed -$685K – 175
2020
Q4 		$685K Buy
+10,000
New +$574K 0.23% 75

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 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

Family Management's MS Position: Q1 2026 in Review

Family Management increased its Morgan Stanley (MS) stake by 772% in Q1 2026, buying an estimated $2.81M and bringing the position to 18,347 shares worth $3.02M. The position accounts for 0.36% of the portfolio, ranked #68.

Family Management first reported a position in MS in Q1 2014 and has held it in 11 quarters since. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Family Management held 18,347 shares of Morgan Stanley worth $3.02M as of Q1 2026.
  • Family Management bought 16,242 Morgan Stanley shares in Q1 2026, an estimated $2.81M.
  • Morgan Stanley made up 0.36% of Family Management's portfolio in Q1 2026, its #68 holding.
  • Family Management first reported a position in Morgan Stanley in Q1 2014 and has held it in 11 quarters since.
  • 2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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