Fortress Private Ledger’s Morgan Stanley MS Stock Holding History

Fortress Private Ledger’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	$934K	Buy	5,673 +785	+16%	+$136K	0.29%	76
2025 Q4	$868K	Buy	4,888 +1,417	+41%	+$236K	0.29%	77
2025 Q3	$552K	Buy	3,471 +526	+18%	+$77.7K	0.2%	100
2025 Q2	$415K	Buy	+2,945	New	+$362K	0.19%	105

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fortress Private Ledger's MS Position: Q1 2026 in Review

Fortress Private Ledger increased its Morgan Stanley (MS) stake by 16% in Q1 2026, buying an estimated $136K and bringing the position to 5,673 shares worth $934K. The position accounts for 0.29% of the portfolio, ranked #76.

Fortress Private Ledger first reported a position in MS in Q2 2025 and has held it in 4 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Fortress Private Ledger held 5,673 shares of Morgan Stanley worth $934K as of Q1 2026.
Fortress Private Ledger bought 785 Morgan Stanley shares in Q1 2026, an estimated $136K.
Morgan Stanley made up 0.29% of Fortress Private Ledger's portfolio in Q1 2026, its #76 holding.
Fortress Private Ledger first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.