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FNY Investment Advisers’s Morgan Stanley MS Stock Holding History

FNY Investment Advisers’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 		– Sell
-42,400
Closed -$7.53M – 981
2025
Q4 		$7.53M Buy
42,400
+36,963
+680% +$6.17M 2.12% 7
2025
Q3 		$864K Sell
5,437
-2,196
-29% -$324K 0.28% 113
2025
Q2 		$1.07M Buy
+7,633
New +$938K 0.46% 72
2023
Q2 		– Sell
-417
Closed -$36K – 629
2023
Q1 		$36K Buy
+417
New +$38.9K 0.04% 206
2018
Q3 		– Sell
-2,597
Closed -$127K – 1162
2018
Q2 		$123K Buy
+2,597
New +$136K 0.05% 200

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

FNY Investment Advisers's MS Position: Q1 2026 in Review

FNY Investment Advisers sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 42,400 shares — an estimated $7.53M sold.

FNY Investment Advisers first reported a position in MS in Q2 2018 and held it in 5 quarters. The position peaked at $7.53M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • FNY Investment Advisers reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • FNY Investment Advisers sold 42,400 Morgan Stanley shares in Q1 2026, an estimated $7.53M.
  • FNY Investment Advisers first reported a position in Morgan Stanley in Q2 2018 and held it in 5 quarters.
  • FNY Investment Advisers's Morgan Stanley position peaked at $7.53M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on FNY Investment Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.