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GLOBALT Investments’s Morgan Stanley MS Stock Holding History

GLOBALT Investments’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 		$9.72M Sell
59,057
-2,082
-3% -$360K 0.35% 37
2025
Q4 		$10.9M Sell
61,139
-1,562
-2% -$261K 0.4% 36
2025
Q3 		$9.97M Sell
62,701
-884
-1% -$131K 0.36% 37
2025
Q2 		$8.96M Sell
63,585
-4,067
-6% -$500K 0.34% 38
2025
Q1 		$7.89M Buy
67,652
+558
+0.8% +$71.9K 0.32% 42
2024
Q4 		$8.44M Sell
67,094
-968
-1% -$119K 0.32% 38
2024
Q3 		$7.09M Buy
68,062
+29,783
+78% +$3M 0.27% 51
2024
Q2 		$3.72M Sell
38,279
-430
-1% -$40.9K 0.15% 83
2024
Q1 		$3.64M Sell
38,709
-609
-2% -$53.6K 0.15% 85
2023
Q4 		$3.67M Buy
+39,318
New +$3.15M 0.15% 84

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

GLOBALT Investments's MS Position: Q1 2026 in Review

GLOBALT Investments reduced its Morgan Stanley (MS) stake by 3.4% in Q1 2026, selling an estimated $360K and leaving 59,057 shares worth $9.72M. The position accounts for 0.35% of the portfolio, ranked #37.

GLOBALT Investments first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.9M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • GLOBALT Investments held 59,057 shares of Morgan Stanley worth $9.72M as of Q1 2026.
  • GLOBALT Investments sold 2,082 Morgan Stanley shares in Q1 2026, an estimated $360K.
  • Morgan Stanley made up 0.35% of GLOBALT Investments's portfolio in Q1 2026, its #37 holding.
  • GLOBALT Investments first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • GLOBALT Investments's Morgan Stanley position peaked at $10.9M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.