Fox Run Management’s Morgan Stanley MS Stock Holding History

Fox Run 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	$210K	Sell	1,329 -10,584	-89%	-$1.83M	0.04%	752
2025 Q4	$2.11M	Buy	+11,913	New	+$1.99M	0.33%	24
2025 Q3	–	Sell	-4,380	Closed	-$617K	–	1122
2025 Q2	$617K	Buy	+4,380	New	+$538K	0.1%	374
2025 Q1	–	Sell	-1,934	Closed	-$243K	–	1109
2024 Q4	$243K	Buy	+1,934	New	+$238K	0.04%	705
2024 Q3	–	Sell	-4,229	Closed	-$411K	–	996
2024 Q2	$411K	Sell	4,229 -10,149	-71%	-$966K	0.08%	477
2024 Q1	$1.35M	Buy	+14,378	New	+$1.27M	0.29%	57
2018 Q3	–	Sell	-12,957	Closed	-$614K	–	731
2018 Q2	$614K	Buy	+12,957	New	+$677K	0.19%	167
2018 Q1	–	Sell	-17,905	Closed	-$939K	–	846
2017 Q4	$939K	Buy	17,905 +10,705	+149%	+$541K	0.28%	76
2017 Q3	$347K	Sell	7,200 -6,400	-47%	-$297K	0.1%	432
2017 Q2	$606K	Buy	13,600 +2,400	+21%	+$103K	0.21%	157
2017 Q1	$480K	Buy	+11,200	New	+$497K	0.2%	203

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

Fox Run Management's MS Position: Q1 2026 in Review

Fox Run Management reduced its Morgan Stanley (MS) stake by 89% in Q1 2026, selling an estimated $1.83M and leaving 1,329 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #752.

Fox Run Management first reported a position in MS in Q1 2017 and has held it in 11 quarters since. The position peaked at $2.11M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Fox Run Management held 1,329 shares of Morgan Stanley worth $210K as of Q1 2026.
Fox Run Management sold 10,584 Morgan Stanley shares in Q1 2026, an estimated $1.83M.
Morgan Stanley made up 0.04% of Fox Run Management's portfolio in Q1 2026, its #752 holding.
Fox Run Management first reported a position in Morgan Stanley in Q1 2017 and has held it in 11 quarters since.
Fox Run Management's Morgan Stanley position peaked at $2.11M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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