Inscription Capital’s Morgan Stanley MS Stock Holding History

Inscription 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	$1.2M	Buy	7,315 +362	+5%	+$62.7K	0.13%	149
2025 Q4	$1.23M	Sell	6,953 -74	-1%	-$12.3K	0.13%	146
2025 Q3	$1.12M	Buy	7,027 +2,166	+45%	+$320K	0.12%	165
2025 Q2	$685K	Sell	4,861 -2,017	-29%	-$248K	0.1%	147
2025 Q1	$648K	Buy	+6,878	New	+$886K	0.11%	144
2024 Q3	$724K	Buy	6,942 +56	+0.8%	+$5.64K	0.11%	143
2024 Q2	$669K	Buy	6,886 +8	+0.1%	+$762	0.11%	140
2024 Q1	$648K	Buy	+6,878	New	+$606K	0.11%	144
2021 Q3	–	Sell	-13,187	Closed	-$1.21M	–	329
2021 Q2	$1.21M	Buy	+13,187	New	+$1.13M	0.14%	120
2020 Q1	–	Sell	-21,359	Closed	-$1.09M	–	150
2019 Q4	$1.09M	Buy	21,359 +4,542	+27%	+$215K	0.48%	54
2019 Q3	$718K	Buy	+16,817	New	+$719K	0.39%	68

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

Inscription Capital's MS Position: Q1 2026 in Review

Inscription Capital increased its Morgan Stanley (MS) stake by 5.2% in Q1 2026, buying an estimated $62.7K and bringing the position to 7,315 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #149.

Inscription Capital first reported a position in MS in Q3 2019 and has held it in 11 quarters since. The position peaked at $1.23M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Inscription Capital held 7,315 shares of Morgan Stanley worth $1.2M as of Q1 2026.
Inscription Capital bought 362 Morgan Stanley shares in Q1 2026, an estimated $62.7K.
Morgan Stanley made up 0.13% of Inscription Capital's portfolio in Q1 2026, its #149 holding.
Inscription Capital first reported a position in Morgan Stanley in Q3 2019 and has held it in 11 quarters since.
Inscription Capital's Morgan Stanley position peaked at $1.23M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.