FCM
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Fortis Capital Management’s Morgan Stanley MS Stock Holding History

Fortis 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 		– Sell
-1,479
Closed -$263K – 226
2025
Q4 		$263K Buy
+1,479
New +$247K 0.03% 170

Other funds holding MS

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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

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

Fortis Capital Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,479 shares — an estimated $263K sold.

Fortis Capital Management first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $263K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Fortis Capital Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Fortis Capital Management sold 1,479 Morgan Stanley shares in Q1 2026, an estimated $263K.
  • Fortis Capital Management first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
  • Fortis Capital Management's Morgan Stanley position peaked at $263K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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