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Genesee Capital Advisors’s Morgan Stanley MS Stock Holding History

Genesee Capital Advisors’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 		$1.08M Sell
6,557
-285
-4% -$49.3K 0.45% 51
2025
Q4 		$1.21M Sell
6,842
-1,423
-17% -$237K 0.49% 49
2025
Q3 		$1.31M Buy
8,265
+54
+0.7% +$7.97K 0.57% 48
2025
Q2 		$1.16M Buy
8,211
+121
+1% +$14.9K 0.52% 51
2025
Q1 		$944K Buy
8,090
+507
+7% +$65.3K 0.47% 49
2024
Q4 		$953K Sell
7,583
-178
-2% -$21.9K 0.44% 52
2024
Q3 		$809K Sell
7,761
-268
-3% -$27K 0.39% 57
2024
Q2 		$780K Buy
+8,029
New +$764K 0.38% 59

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

Genesee Capital Advisors's MS Position: Q1 2026 in Review

Genesee Capital Advisors reduced its Morgan Stanley (MS) stake by 4.2% in Q1 2026, selling an estimated $49.3K and leaving 6,557 shares worth $1.08M. The position accounts for 0.45% of the portfolio, ranked #51.

Genesee Capital Advisors first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q3 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Genesee Capital Advisors held 6,557 shares of Morgan Stanley worth $1.08M as of Q1 2026.
  • Genesee Capital Advisors sold 285 Morgan Stanley shares in Q1 2026, an estimated $49.3K.
  • Morgan Stanley made up 0.45% of Genesee Capital Advisors's portfolio in Q1 2026, its #51 holding.
  • Genesee Capital Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
  • Genesee Capital Advisors's Morgan Stanley position peaked at $1.31M in Q3 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Genesee Capital Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.