First Manhattan’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.4M | Sell |
215,066
-4,556
| -2% | -$789K | 0.1% | 83 |
|
|
2025
Q4 | $39M | Sell |
219,622
-4,142
| -2% | -$691K | 0.1% | 81 |
|
|
2025
Q3 | $35.6M | Buy |
223,764
+17,191
| +8% | +$2.54M | 0.09% | 82 |
|
|
2025
Q2 | $29.1M | Buy |
206,573
+20,922
| +11% | +$2.57M | 0.08% | 91 |
|
|
2025
Q1 | $21.7M | Buy |
185,651
+136,507
| +278% | +$17.6M | 0.06% | 105 |
|
|
2024
Q4 | $6.18M | Buy |
49,144
+1,753
| +4% | +$216K | 0.02% | 188 |
|
|
2024
Q3 | $4.94M | Sell |
47,391
-185
| -0.4% | -$18.6K | 0.01% | 215 |
|
|
2024
Q2 | $4.62M | Sell |
47,576
-144
| -0.3% | -$13.7K | 0.01% | 214 |
|
|
2024
Q1 | $4.49M | Sell |
47,720
-755
| -2% | -$66.5K | 0.01% | 226 |
|
|
2023
Q4 | $4.52M | Buy |
48,475
+485
| +1% | +$38.8K | 0.02% | 225 |
|
|
2023
Q3 | $3.92M | Sell |
47,990
-1,179
| -2% | -$102K | 0.01% | 241 |
|
|
2023
Q2 | $4.2M | Buy |
49,169
+2,248
| +5% | +$192K | 0.02% | 233 |
|
|
2023
Q1 | $4.12M | Sell |
46,921
-593
| -1% | -$55.3K | 0.02% | 241 |
|
|
2022
Q4 | $4.04M | Buy |
47,514
+6,757
| +17% | +$576K | 0.01% | 250 |
|
|
2022
Q3 | $3.22M | Buy |
40,757
+850
| +2% | +$71.6K | 0.01% | 264 |
|
|
2022
Q2 | $3.04M | Sell |
39,907
-82
| -0.2% | -$6.72K | 0.01% | 278 |
|
|
2022
Q1 | $3.49M | Buy |
39,989
+38,265
| +2,220% | +$3.69M | 0.01% | 288 |
|
|
2021
Q4 | $169K | Buy |
1,724
+139
| +9% | +$13.8K | ﹤0.01% | 780 |
|
|
2021
Q3 | $154K | Sell |
1,585
-56
| -3% | -$5.55K | ﹤0.01% | 790 |
|
|
2021
Q2 | $150K | Buy |
1,641
+76
| +5% | +$6.52K | ﹤0.01% | 786 |
|
|
2021
Q1 | $121K | Buy |
1,565
+575
| +58% | +$44.1K | ﹤0.01% | 796 |
|
|
2020
Q4 | $67K | Hold |
990
| – | – | ﹤0.01% | 856 |
|
|
2020
Q3 | $47K | Sell |
990
-464
| -32% | -$23.4K | ﹤0.01% | 887 |
|
|
2020
Q2 | $70K | Hold |
1,454
| – | – | ﹤0.01% | 821 |
|
|
2020
Q1 | $49K | Buy |
1,454
+464
| +47% | +$21.9K | ﹤0.01% | 853 |
|
|
2019
Q4 | $50K | Sell |
990
-438
| -31% | -$20.7K | ﹤0.01% | 917 |
|
|
2019
Q3 | $60K | Sell |
1,428
-59
| -4% | -$2.52K | ﹤0.01% | 882 |
|
|
2019
Q2 | $65K | Hold |
1,487
| – | – | ﹤0.01% | 886 |
|
|
2019
Q1 | $62K | Buy |
1,487
+497
| +50% | +$20.9K | ﹤0.01% | 914 |
|
|
2018
Q4 | $39K | Hold |
990
| – | – | ﹤0.01% | 967 |
|
|
2018
Q3 | $46K | Hold |
990
| – | – | ﹤0.01% | 992 |
|
|
2018
Q2 | $46K | Hold |
990
| – | – | ﹤0.01% | 968 |
|
|
2018
Q1 | $53K | Hold |
990
| – | – | ﹤0.01% | 951 |
|
|
2017
Q4 | $51K | Hold |
990
| – | – | ﹤0.01% | 1000 |
|
|
2017
Q3 | $47K | Hold |
990
| – | – | ﹤0.01% | 965 |
|
|
2017
Q2 | $44K | Sell |
990
-2,680
| -73% | -$116K | ﹤0.01% | 963 |
|
|
2017
Q1 | $157K | Hold |
3,670
| – | – | ﹤0.01% | 731 |
|
|
2016
Q4 | $155K | Sell |
3,670
-624
| -15% | -$23.6K | ﹤0.01% | 717 |
|
|
2016
Q3 | $137K | Buy |
4,294
+100
| +2% | +$2.98K | ﹤0.01% | 738 |
|
|
2016
Q2 | $108K | Hold |
4,194
| – | – | ﹤0.01% | 797 |
|
|
2016
Q1 | $104K | Hold |
4,194
| – | – | ﹤0.01% | 782 |
|
|
2015
Q4 | $133K | Hold |
4,194
| – | – | ﹤0.01% | 750 |
|
|
2015
Q3 | $132K | Buy |
4,194
+250
| +6% | +$9.1K | ﹤0.01% | 749 |
|
|
2015
Q2 | $152K | Hold |
3,944
| – | – | ﹤0.01% | 746 |
|
|
2015
Q1 | $140K | Sell |
3,944
-348
| -8% | -$12.5K | ﹤0.01% | 769 |
|
|
2014
Q4 | $166K | Buy |
4,292
+48
| +1% | +$1.71K | ﹤0.01% | 732 |
|
|
2014
Q3 | $146K | Hold |
4,244
| – | – | ﹤0.01% | 738 |
|
|
2014
Q2 | $137K | Sell |
4,244
-11,040
| -72% | -$340K | ﹤0.01% | 752 |
|
|
2014
Q1 | $476K | Sell |
15,284
-200
| -1% | -$6.18K | ﹤0.01% | 519 |
|
|
2013
Q4 | $485K | Hold |
15,484
| – | – | ﹤0.01% | 518 |
|
|
2013
Q3 | $417K | Hold |
15,484
| – | – | ﹤0.01% | 529 |
|
|
2013
Q2 | $422K | Buy |
+15,484
| New | +$367K | ﹤0.01% | 528 |
|
Other funds holding MS
VCM
VPM
First Manhattan's MS Position: Q1 2026 in Review
First Manhattan reduced its Morgan Stanley (MS) stake by 2.1% in Q1 2026, selling an estimated $789K and leaving 215,066 shares worth $35.4M. The position accounts for 0.1% of the portfolio, ranked #83.
First Manhattan first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $39M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- First Manhattan held 215,066 shares of Morgan Stanley worth $35.4M as of Q1 2026.
- First Manhattan sold 4,556 Morgan Stanley shares in Q1 2026, an estimated $789K.
- Morgan Stanley made up 0.1% of First Manhattan's portfolio in Q1 2026, its #83 holding.
- First Manhattan first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
- First Manhattan's Morgan Stanley position peaked at $39M in Q4 2025.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.