FCM
MS icon

FJ Capital Management’s Morgan Stanley MS Stock Holding History

FJ Capital 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
2026
Q1 		$9.23M Sell
56,089
-18,670
-25% -$3.23M 1.04% 27
2025
Q4 		$13.3M Buy
+74,759
New +$12.5M 1.47% 20
2025
Q3 		– Sell
-57,696
Closed -$8.13M – 168
2025
Q2 		$8.13M Buy
+57,696
New +$7.09M 0.86% 28

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

FJ Capital Management's MS Position: Q1 2026 in Review

FJ Capital Management reduced its Morgan Stanley (MS) stake by 25% in Q1 2026, selling an estimated $3.23M and leaving 56,089 shares worth $9.23M. The position accounts for 1.04% of the portfolio, ranked #27.

FJ Capital Management first reported a position in MS in Q2 2025 and has held it in 3 quarters since. The position peaked at $13.3M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • FJ Capital Management held 56,089 shares of Morgan Stanley worth $9.23M as of Q1 2026.
  • FJ Capital Management sold 18,670 Morgan Stanley shares in Q1 2026, an estimated $3.23M.
  • Morgan Stanley made up 1.04% of FJ Capital Management's portfolio in Q1 2026, its #27 holding.
  • FJ Capital Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 3 quarters since.
  • FJ Capital Management's Morgan Stanley position peaked at $13.3M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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