FAM
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Fulcrum Asset Management’s Morgan Stanley MS Stock Holding History

Fulcrum Asset 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
2025
Q2 		– Sell
-17,409
Closed -$1.57M – 306
2025
Q1 		$1.57M Buy
+17,409
New +$2.24M 0.31% 86

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $336B AUM 34.66% 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

Fulcrum Asset Management's MS Position: Q1 2026 in Review

Fulcrum Asset Management increased its Morgan Stanley (MS) stake by 1.4% in Q1 2026, buying an estimated $41.6K and bringing the position to 17,782 shares worth $2.82M. The position accounts for 0.43% of the portfolio, ranked #62.

Fulcrum Asset Management first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.14M in Q4 2025. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Fulcrum Asset Management held 17,782 shares of Morgan Stanley worth $2.82M as of Q1 2026.
  • Fulcrum Asset Management bought 240 Morgan Stanley shares in Q1 2026, an estimated $41.6K.
  • Morgan Stanley made up 0.43% of Fulcrum Asset Management's portfolio in Q1 2026, its #62 holding.
  • Fulcrum Asset Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Morgan Stanley position peaked at $3.14M in Q4 2025.
  • 2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.