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Fred Alger Management’s Morgan Stanley MS Stock Holding History

Fred Alger 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 		$24.5M Sell
148,604
-29,899
-17% -$5.18M 0.11% 97
2025
Q4 		$31.7M Buy
178,503
+7,819
+5% +$1.3M 0.12% 91
2025
Q3 		$27.1M Sell
170,684
-5,639
-3% -$833K 0.11% 99
2025
Q2 		$24.8M Buy
176,323
+17,999
+11% +$2.21M 0.11% 101
2025
Q1 		$18.5M Buy
158,324
+8,991
+6% +$1.16M 0.11% 118
2024
Q4 		$18.8M Sell
149,333
-763
-0.5% -$94K 0.09% 141
2024
Q3 		$15.6M Buy
150,096
+3,520
+2% +$354K 0.08% 148
2024
Q2 		$14.2M Buy
146,576
+8,193
+6% +$780K 0.07% 157
2024
Q1 		$13M Buy
138,383
+15,600
+13% +$1.37M 0.06% 178
2023
Q4 		$11.4M Buy
122,783
+8,809
+8% +$705K 0.06% 173
2023
Q3 		$9.31M Hold
113,974
– – 0.05% 184
2023
Q2 		$9.73M Hold
113,974
– – 0.05% 196
2023
Q1 		$10M Sell
113,974
-70,645
-38% -$6.59M 0.05% 199
2022
Q4 		$15.7M Buy
184,619
+84,647
+85% +$7.21M 0.09% 175
2022
Q3 		$7.9M Sell
99,972
-9,660
-9% -$814K 0.04% 218
2022
Q2 		$8.34M Buy
109,632
+4,155
+4% +$340K 0.04% 223
2022
Q1 		$9.22M Sell
105,477
-231,033
-69% -$22.3M 0.03% 230
2021
Q4 		$33M Sell
336,510
-811,972
-71% -$80.9M 0.08% 175
2021
Q3 		$112M Sell
1,148,482
-245,967
-18% -$24.4M 0.27% 115
2021
Q2 		$128M Sell
1,394,449
-445,611
-24% -$38.2M 0.3% 107
2021
Q1 		$143M Sell
1,840,060
-43,468
-2% -$3.33M 0.37% 91
2020
Q4 		$129M Buy
1,883,528
+88,277
+5% +$5.07M 0.34% 96
2020
Q3 		$86.8M Buy
1,795,251
+409,020
+30% +$20.6M 0.25% 104
2020
Q2 		$67M Sell
1,386,231
-34,855
-2% -$1.46M 0.22% 110
2020
Q1 		$48.3M Sell
1,421,086
-993,359
-41% -$46.8M 0.21% 105
2019
Q4 		$123M Buy
2,414,445
+1,212,724
+101% +$57.4M 0.45% 57
2019
Q3 		$51.3M Sell
1,201,721
-1,143,751
-49% -$48.9M 0.2% 110
2019
Q2 		$103M Buy
2,345,472
+1,083,297
+86% +$48.3M 0.39% 67
2019
Q1 		$53.3M Sell
1,262,175
-434,009
-26% -$18.3M 0.21% 108
2018
Q4 		$67.3M Sell
1,696,184
-96,968
-5% -$4.23M 0.31% 69
2018
Q3 		$83.5M Sell
1,793,152
-258,216
-13% -$12.6M 0.31% 78
2018
Q2 		$97.2M Sell
2,051,368
-845,392
-29% -$44.2M 0.41% 50
2018
Q1 		$156M Sell
2,896,760
-1,033,940
-26% -$57.2M 0.73% 33
2017
Q4 		$206M Buy
3,930,700
+505,625
+15% +$25.6M 0.93% 26
2017
Q3 		$165M Buy
3,425,075
+398,181
+13% +$18.5M 0.77% 33
2017
Q2 		$135M Buy
3,026,894
+28,403
+0.9% +$1.22M 0.64% 40
2017
Q1 		$128M Sell
2,998,491
-250,205
-8% -$11.1M 0.64% 42
2016
Q4 		$137M Sell
3,248,696
-1,229,805
-27% -$46.5M 0.75% 36
2016
Q3 		$144M Buy
4,478,501
+1,691,359
+61% +$50.5M 0.74% 34
2016
Q2 		$72.4M Buy
2,787,142
+607,091
+28% +$15.9M 0.38% 76
2016
Q1 		$54.5M Sell
2,180,051
-968,112
-31% -$24.7M 0.28% 83
2015
Q4 		$100M Buy
3,148,163
+1,912,207
+155% +$63.5M 0.49% 59
2015
Q3 		$38.9M Sell
1,235,956
-908,721
-42% -$33.1M 0.21% 96
2015
Q2 		$83.2M Buy
2,144,677
+989,759
+86% +$37.7M 0.37% 78
2015
Q1 		$41.2M Sell
1,154,918
-2,806,453
-71% -$101M 0.19% 114
2014
Q4 		$154M Sell
3,961,371
-4,634,305
-54% -$165M 0.74% 35
2014
Q3 		$297M Buy
8,595,676
+1,822,666
+27% +$60.7M 1.45% 15
2014
Q2 		$219M Sell
6,773,010
-2,437,332
-26% -$75.1M 1.08% 18
2014
Q1 		$287M Buy
9,210,342
+1,849,638
+25% +$57.1M 1.42% 10
2013
Q4 		$231M Buy
7,360,704
+990,834
+16% +$29.5M 1.18% 13
2013
Q3 		$172M Sell
6,369,870
-1,606,064
-20% -$43.1M 0.95% 18
2013
Q2 		$195M Buy
+7,975,934
New +$189M 1.16% 10

Other funds holding MS

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

Fred Alger Management's MS Position: Q1 2026 in Review

Fred Alger Management reduced its Morgan Stanley (MS) stake by 17% in Q1 2026, selling an estimated $5.18M and leaving 148,604 shares worth $24.5M. The position accounts for 0.11% of the portfolio, ranked #97.

Fred Alger Management first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $297M in Q3 2014. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Fred Alger Management held 148,604 shares of Morgan Stanley worth $24.5M as of Q1 2026.
  • Fred Alger Management sold 29,899 Morgan Stanley shares in Q1 2026, an estimated $5.18M.
  • Morgan Stanley made up 0.11% of Fred Alger Management's portfolio in Q1 2026, its #97 holding.
  • Fred Alger Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Fred Alger Management's Morgan Stanley position peaked at $297M in Q3 2014.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fred Alger Management's 13F filing for Q1 2026, filed 15 May 2026.