Fusion Capital’s Morgan Stanley MS Stock Holding History

Fusion Capital’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	$316K	Buy	1,920 +402	+26%	+$69.6K	0.09%	75
2025 Q4	$270K	Sell	1,518 -198	-12%	-$33K	0.08%	81
2025 Q3	$281K	Buy	1,716 +15	+0.9%	+$2.21K	0.08%	81
2025 Q2	$240K	Buy	+1,701	New	+$209K	0.08%	83
2025 Q1	–	Sell	-1,641	Closed	-$206K	–	84
2024 Q4	$206K	Buy	+1,641	New	+$202K	0.08%	83

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

Fusion Capital's MS Position: Q1 2026 in Review

Fusion Capital increased its Morgan Stanley (MS) stake by 26% in Q1 2026, buying an estimated $69.6K and bringing the position to 1,920 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #75.

Fusion Capital first reported a position in MS in Q4 2024 and has held it in 5 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Fusion Capital held 1,920 shares of Morgan Stanley worth $316K as of Q1 2026.
Fusion Capital bought 402 Morgan Stanley shares in Q1 2026, an estimated $69.6K.
Morgan Stanley made up 0.09% of Fusion Capital's portfolio in Q1 2026, its #75 holding.
Fusion Capital first reported a position in Morgan Stanley in Q4 2024 and has held it in 5 quarters since.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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