Horizon Investments’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.07M | Buy |
43,217
+236
| +0.5% | +$40.9K | 0.08% | 221 |
|
|
2025
Q4 | $7.63M | Buy |
42,981
+2,475
| +6% | +$413K | 0.1% | 182 |
|
|
2025
Q3 | $6.4M | Buy |
40,506
+11,975
| +42% | +$1.77M | 0.08% | 197 |
|
|
2025
Q2 | $3.99M | Buy |
28,531
+3,055
| +12% | +$375K | 0.06% | 228 |
|
|
2025
Q1 | $2.95M | Buy |
25,476
+847
| +3% | +$109K | 0.09% | 147 |
|
|
2024
Q4 | $3.08M | Buy |
24,629
+516
| +2% | +$63.5K | 0.09% | 136 |
|
|
2024
Q3 | $2.49M | Buy |
24,113
+5,882
| +32% | +$592K | 0.07% | 145 |
|
|
2024
Q2 | $1.76M | Buy |
18,231
+187
| +1% | +$17.8K | 0.05% | 183 |
|
|
2024
Q1 | $1.68M | Sell |
18,044
-219
| -1% | -$19.3K | 0.04% | 189 |
|
|
2023
Q4 | $1.69M | Buy |
18,263
+1,379
| +8% | +$110K | 0.05% | 165 |
|
|
2023
Q3 | $1.36M | Sell |
16,884
-210
| -1% | -$18.2K | 0.04% | 149 |
|
|
2023
Q2 | $1.45M | Buy |
17,094
+310
| +2% | +$26.5K | 0.04% | 150 |
|
|
2023
Q1 | $1.46M | Sell |
16,784
-4,974
| -23% | -$464K | 0.04% | 135 |
|
|
2022
Q4 | $1.83M | Buy |
21,758
+8,146
| +60% | +$694K | 0.05% | 142 |
|
|
2022
Q3 | $1.06M | Buy |
13,612
+1,536
| +13% | +$129K | 0.03% | 207 |
|
|
2022
Q2 | $910K | Sell |
12,076
-106
| -0.9% | -$8.68K | 0.03% | 192 |
|
|
2022
Q1 | $1.06M | Buy |
12,182
+831
| +7% | +$80.2K | 0.03% | 221 |
|
|
2021
Q4 | $1.11M | Buy |
11,351
+684
| +6% | +$68.1K | 0.03% | 196 |
|
|
2021
Q3 | $1.03M | Sell |
10,667
-146
| -1% | -$14.5K | 0.03% | 203 |
|
|
2021
Q2 | $984K | Sell |
10,813
-35,059
| -76% | -$3.01M | 0.03% | 218 |
|
|
2021
Q1 | $3.56M | Buy |
+45,872
| New | +$3.52M | 0.13% | 72 |
|
|
2020
Q4 | – | Sell |
-45,947
| Closed | -$2.21M | – | 287 |
|
|
2020
Q3 | $2.21M | Buy |
45,947
+25,401
| +124% | +$1.28M | 0.08% | 118 |
|
|
2020
Q2 | $986K | Buy |
20,546
+3,360
| +20% | +$141K | 0.02% | 243 |
|
|
2020
Q1 | $579K | Buy |
17,186
+5,227
| +44% | +$246K | 0.03% | 169 |
|
|
2019
Q4 | $611K | Buy |
11,959
+4,538
| +61% | +$215K | 0.03% | 249 |
|
|
2019
Q3 | $314K | Buy |
7,421
+649
| +10% | +$27.7K | 0.01% | 234 |
|
|
2019
Q2 | $297K | Buy |
6,772
+641
| +10% | +$28.6K | 0.01% | 390 |
|
|
2019
Q1 | $257K | Buy |
+6,131
| New | +$258K | 0.01% | 307 |
|
|
2015
Q1 | – | Sell |
-5,563
| Closed | -$216K | – | 128 |
|
|
2014
Q4 | $216K | Buy |
+5,563
| New | +$198K | 0.02% | 89 |
|
Other funds holding MS
VCM
VPM
Horizon Investments's MS Position: Q1 2026 in Review
Horizon Investments increased its Morgan Stanley (MS) stake by 0.55% in Q1 2026, buying an estimated $40.9K and bringing the position to 43,217 shares worth $7.07M. The position accounts for 0.08% of the portfolio, ranked #221.
Horizon Investments first reported a position in MS in Q4 2014 and has held it in 29 quarters since. The position peaked at $7.63M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Horizon Investments held 43,217 shares of Morgan Stanley worth $7.07M as of Q1 2026.
- Horizon Investments bought 236 Morgan Stanley shares in Q1 2026, an estimated $40.9K.
- Morgan Stanley made up 0.08% of Horizon Investments's portfolio in Q1 2026, its #221 holding.
- Horizon Investments first reported a position in Morgan Stanley in Q4 2014 and has held it in 29 quarters since.
- Horizon Investments's Morgan Stanley position peaked at $7.63M in Q4 2025.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.