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Fidelis Capital Partners’s Morgan Stanley MS Stock Holding History

Fidelis Capital Partners’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 		$5.58M Buy
33,905
+3,423
+11% +$593K 0.4% 56
2025
Q4 		$5.41M Buy
30,482
+637
+2% +$106K 0.39% 54
2025
Q3 		$4.74M Buy
29,845
+364
+1% +$53.7K 0.37% 55
2025
Q2 		$4.17M Buy
29,481
+907
+3% +$111K 0.38% 56
2025
Q1 		$3.31M Sell
28,574
-170
-0.6% -$21.9K 0.35% 58
2024
Q4 		$3.94M Buy
28,744
+1,605
+6% +$198K 0.39% 52
2024
Q3 		$3.21M Buy
27,139
+120
+0.4% +$12.1K 0.38% 51
2024
Q2 		$2.49M Buy
27,019
+448
+2% +$42.6K 0.35% 51
2024
Q1 		$2.5M Buy
26,571
+4,971
+23% +$438K 0.38% 52
2023
Q4 		$2.01M Buy
21,600
+8,024
+59% +$642K 0.45% 48
2023
Q3 		$1.11M Buy
13,576
+266
+2% +$23.1K 0.38% 61
2023
Q2 		$1.14M Buy
13,310
+451
+4% +$38.6K 0.41% 61
2023
Q1 		$1.09M Buy
12,859
+9,956
+343% +$929K 0.46% 56
2022
Q4 		$254K Buy
+2,903
New +$247K 0.3% 95

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

Fidelis Capital Partners's MS Position: Q1 2026 in Review

Fidelis Capital Partners increased its Morgan Stanley (MS) stake by 11% in Q1 2026, buying an estimated $593K and bringing the position to 33,905 shares worth $5.58M. The position accounts for 0.4% of the portfolio, ranked #56.

Fidelis Capital Partners first reported a position in MS in Q4 2022 and has held it in 14 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Fidelis Capital Partners held 33,905 shares of Morgan Stanley worth $5.58M as of Q1 2026.
  • Fidelis Capital Partners bought 3,423 Morgan Stanley shares in Q1 2026, an estimated $593K.
  • Morgan Stanley made up 0.4% of Fidelis Capital Partners's portfolio in Q1 2026, its #56 holding.
  • Fidelis Capital Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.