Fort Point Capital Partners’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 | $1.54M | Buy |
9,378
+1,273
| +16% | +$220K | 0.19% | 78 |
|
|
2025
Q4 | $1.55M | Buy |
8,105
+208
| +3% | +$34.7K | 0.17% | 82 |
|
|
2025
Q3 | $1.26M | Sell |
7,897
-891
| -10% | -$132K | 0.15% | 93 |
|
|
2025
Q2 | $1.24M | Sell |
8,788
-1,141
| -11% | -$140K | 0.09% | 131 |
|
|
2025
Q1 | $1.16M | Buy |
9,929
+18
| +0.2% | +$2.32K | 0.13% | 113 |
|
|
2024
Q4 | $1.25M | Buy |
9,911
+4
| +0% | +$493 | 0.14% | 109 |
|
|
2024
Q3 | $1.03M | Buy |
9,907
+45
| +0.5% | +$4.53K | 0.13% | 111 |
|
|
2024
Q2 | $958K | Sell |
9,862
-5
| -0.1% | -$476 | 0.12% | 120 |
|
|
2024
Q1 | $929K | Hold |
9,867
| – | – | 0.12% | 130 |
|
|
2023
Q4 | $920K | Buy |
9,867
+428
| +5% | +$34.2K | 0.13% | 110 |
|
|
2023
Q3 | $771K | Buy |
9,439
+362
| +4% | +$31.4K | 0.12% | 112 |
|
|
2023
Q2 | $775K | Buy |
9,077
+63
| +0.7% | +$5.39K | 0.11% | 117 |
|
|
2023
Q1 | $791K | Buy |
9,014
+993
| +12% | +$92.7K | 0.12% | 120 |
|
|
2022
Q4 | $682K | Hold |
8,021
| – | – | 0.11% | 130 |
|
|
2022
Q3 | $634K | Sell |
8,021
-175
| -2% | -$14.8K | 0.11% | 134 |
|
|
2022
Q2 | $623K | Hold |
8,196
| – | – | 0.1% | 140 |
|
|
2022
Q1 | $716K | Sell |
8,196
-16
| -0.2% | -$1.54K | 0.1% | 137 |
|
|
2021
Q4 | $806K | Sell |
8,212
-84
| -1% | -$8.37K | 0.11% | 120 |
|
|
2021
Q3 | $807K | Buy |
8,296
+330
| +4% | +$32.7K | 0.12% | 99 |
|
|
2021
Q2 | $730K | Hold |
7,966
| – | – | 0.13% | 81 |
|
|
2021
Q1 | $619K | Hold |
7,966
| – | – | 0.13% | 77 |
|
|
2020
Q4 | $546K | Sell |
7,966
-3,765
| -32% | -$216K | 0.13% | 79 |
|
|
2020
Q3 | $567K | Sell |
11,731
-300
| -2% | -$15.1K | 0.14% | 76 |
|
|
2020
Q2 | $581K | Buy |
12,031
+3,765
| +46% | +$158K | 0.18% | 62 |
|
|
2020
Q1 | $281K | Sell |
8,266
-97
| -1% | -$4.57K | 0.12% | 82 |
|
|
2019
Q4 | $428K | Hold |
8,363
| – | – | 0.15% | 79 |
|
|
2019
Q3 | $357K | Hold |
8,363
| – | – | 0.13% | 81 |
|
|
2019
Q2 | $366K | Sell |
8,363
-175
| -2% | -$7.8K | 0.14% | 72 |
|
|
2019
Q1 | $360K | Sell |
8,538
-182
| -2% | -$7.66K | 0.16% | 73 |
|
|
2018
Q4 | $346K | Hold |
8,720
| – | – | 0.14% | 97 |
|
|
2018
Q3 | $406K | Hold |
8,720
| – | – | 0.12% | 94 |
|
|
2018
Q2 | $413K | Sell |
8,720
-2,268
| -21% | -$119K | 0.14% | 74 |
|
|
2018
Q1 | $593K | Buy |
10,988
+414
| +4% | +$22.9K | 0.22% | 71 |
|
|
2017
Q4 | $555K | Buy |
10,574
+269
| +3% | +$13.6K | 0.26% | 62 |
|
|
2017
Q3 | $496K | Buy |
+10,305
| New | +$478K | 0.24% | 72 |
|
Other funds holding MS
VCM
VPM
Fort Point Capital Partners's MS Position: Q1 2026 in Review
Fort Point Capital Partners increased its Morgan Stanley (MS) stake by 16% in Q1 2026, buying an estimated $220K and bringing the position to 9,378 shares worth $1.54M. The position accounts for 0.19% of the portfolio, ranked #78.
Fort Point Capital Partners first reported a position in MS in Q3 2017 and has held it in 35 quarters since. The position peaked at $1.55M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Fort Point Capital Partners held 9,378 shares of Morgan Stanley worth $1.54M as of Q1 2026.
- Fort Point Capital Partners bought 1,273 Morgan Stanley shares in Q1 2026, an estimated $220K.
- Morgan Stanley made up 0.19% of Fort Point Capital Partners's portfolio in Q1 2026, its #78 holding.
- Fort Point Capital Partners first reported a position in Morgan Stanley in Q3 2017 and has held it in 35 quarters since.
- Fort Point Capital Partners's Morgan Stanley position peaked at $1.55M in Q4 2025.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.