Fielder Capital Group’s Morgan Stanley MS Stock Holding History

Fielder Capital Group’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	$696K	Buy	4,230 +14	+0.3%	+$2.42K	0.15%	93
2025 Q4	$748K	Buy	4,216 +57	+1%	+$9.51K	0.16%	86
2025 Q3	$661K	Buy	4,159 +13	+0.3%	+$1.92K	0.15%	94
2025 Q2	$584K	Sell	4,146 -14	-0.3%	-$1.72K	0.16%	93
2025 Q1	$485K	Sell	4,160 -1,591	-28%	-$205K	0.14%	97
2024 Q4	$723K	Sell	5,751 -802	-12%	-$98.8K	0.23%	73
2024 Q3	$683K	Buy	6,553 +4,248	+184%	+$428K	0.23%	74
2024 Q2	$224K	Buy	2,305 +17	+0.7%	+$1.62K	0.09%	156
2024 Q1	$215K	Buy	2,288 +39	+2%	+$3.43K	0.1%	154
2023 Q4	$210K	Buy	+2,249	New	+$180K	0.13%	132

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

Fielder Capital Group's MS Position: Q1 2026 in Review

Fielder Capital Group increased its Morgan Stanley (MS) stake by 0.33% in Q1 2026, buying an estimated $2.42K and bringing the position to 4,230 shares worth $696K. The position accounts for 0.15% of the portfolio, ranked #93.

Fielder Capital Group first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $748K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Fielder Capital Group held 4,230 shares of Morgan Stanley worth $696K as of Q1 2026.
Fielder Capital Group bought 14 Morgan Stanley shares in Q1 2026, an estimated $2.42K.
Morgan Stanley made up 0.15% of Fielder Capital Group's portfolio in Q1 2026, its #93 holding.
Fielder Capital Group first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Fielder Capital Group's Morgan Stanley position peaked at $748K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fielder Capital Group's 13F filing for Q1 2026, filed 12 May 2026.