Foster Dykema Cabot & Partners’s Morgan Stanley MS Stock Holding History

Foster Dykema Cabot & Partners’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	$1.07M	Hold	6,473	–	–	0.07%	46
2025 Q4	$1.15M	Sell	6,473 -219	-3%	-$36.5K	0.07%	43
2025 Q3	$1.06M	Buy	6,692 +236	+4%	+$34.8K	0.07%	52
2025 Q2	$909K	Buy	6,456 +1,037	+19%	+$127K	0.06%	53
2025 Q1	$632K	Sell	5,419 -43	-0.8%	-$5.54K	0.05%	66
2024 Q4	$687K	Hold	5,462	–	–	0.05%	67
2024 Q3	$569K	Buy	5,462 +494	+10%	+$49.7K	0.05%	72
2024 Q2	$483K	Hold	4,968	–	–	0.04%	64
2024 Q1	$468K	Hold	4,968	–	–	0.04%	66
2023 Q4	$463K	Buy	+4,968	New	+$397K	0.05%	61

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

Foster Dykema Cabot & Partners's MS Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its Morgan Stanley (MS) position steady in Q1 2026 at 6,473 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #46.

Foster Dykema Cabot & Partners first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Foster Dykema Cabot & Partners held 6,473 shares of Morgan Stanley worth $1.07M as of Q1 2026.
Foster Dykema Cabot & Partners left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.07% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #46 holding.
Foster Dykema Cabot & Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's Morgan Stanley position peaked at $1.15M in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.