FCH
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Freestone Capital Holdings’s Morgan Stanley MS Stock Holding History

Freestone Capital Holdings’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 		$523K Sell
3,177
-377
-11% -$65.3K 0.02% 331
2025
Q4 		$631K Sell
3,554
-1,402
-28% -$234K 0.02% 302
2025
Q3 		$788K Buy
4,956
+950
+24% +$140K 0.02% 271
2025
Q2 		$564K Sell
4,006
-6
-0.1% -$737 0.02% 277
2025
Q1 		$468K Buy
4,012
+255
+7% +$32.9K 0.02% 289
2024
Q4 		$472K Buy
3,757
+152
+4% +$18.7K 0.02% 293
2024
Q3 		$376K Buy
3,605
+676
+23% +$68.1K 0.01% 331
2024
Q2 		$285K Buy
2,929
+238
+9% +$22.7K 0.01% 393
2024
Q1 		$253K Sell
2,691
-1,584
-37% -$139K 0.01% 395
2023
Q4 		$399K Buy
4,275
+180
+4% +$14.4K 0.02% 293
2023
Q3 		$334K Sell
4,095
-171
-4% -$14.8K 0.02% 286
2023
Q2 		$364K Sell
4,266
-164
-4% -$14K 0.01% 287
2023
Q1 		$389K Buy
4,430
+26
+0.6% +$2.43K 0.02% 272
2022
Q4 		$374K Buy
4,404
+63
+1% +$5.37K 0.02% 271
2022
Q3 		$343K Sell
4,341
-18
-0.4% -$1.52K 0.02% 284
2022
Q2 		$332K Sell
4,359
-8,715
-67% -$714K 0.01% 327
2022
Q1 		$1.14M Buy
13,074
+2,266
+21% +$219K 0.05% 241
2021
Q4 		$1.06M Buy
10,808
+6,023
+126% +$600K 0.04% 230
2021
Q3 		$466K Buy
4,785
+2,311
+93% +$229K 0.02% 289
2021
Q2 		$227K Buy
+2,474
New +$212K 0.01% 380
2021
Q1 		– Sell
-1,725
Closed -$118K – 838
2020
Q4 		$118K Buy
1,725
+171
+11% +$9.81K 0.01% 408
2020
Q3 		$75.1K Buy
+1,554
New +$78.3K ﹤0.01% 430
2019
Q1 		– Sell
-5,103
Closed -$202K – 402
2018
Q4 		$202K Buy
+5,103
New +$223K 0.01% 390
2013
Q4 		– Sell
-18,667
Closed -$312K – 350
2013
Q3 		$312K Buy
+18,667
New +$501K 0.06% 274

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

Freestone Capital Holdings's MS Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Morgan Stanley (MS) stake by 11% in Q1 2026, selling an estimated $65.3K and leaving 3,177 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #331.

Freestone Capital Holdings first reported a position in MS in Q3 2013 and has held it in 24 quarters since. The position peaked at $1.14M in Q1 2022. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Freestone Capital Holdings held 3,177 shares of Morgan Stanley worth $523K as of Q1 2026.
  • Freestone Capital Holdings sold 377 Morgan Stanley shares in Q1 2026, an estimated $65.3K.
  • Morgan Stanley made up 0.02% of Freestone Capital Holdings's portfolio in Q1 2026, its #331 holding.
  • Freestone Capital Holdings first reported a position in Morgan Stanley in Q3 2013 and has held it in 24 quarters since.
  • Freestone Capital Holdings's Morgan Stanley position peaked at $1.14M in Q1 2022.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.