IQI
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Integrated Quantitative Investments’s Morgan Stanley MS Stock Holding History

Integrated Quantitative 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 		$1.91M Buy
11,588
+2,040
+21% +$353K 0.35% 84
2025
Q4 		$1.7M Buy
+9,548
New +$1.59M 0.36% 66
2025
Q2 		– Sell
-4,200
Closed -$490K – 416
2025
Q1 		$490K Buy
+4,200
New +$541K 0.24% 135

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

Integrated Quantitative Investments's MS Position: Q1 2026 in Review

Integrated Quantitative Investments increased its Morgan Stanley (MS) stake by 21% in Q1 2026, buying an estimated $353K and bringing the position to 11,588 shares worth $1.91M. The position accounts for 0.35% of the portfolio, ranked #84.

Integrated Quantitative Investments first reported a position in MS in Q1 2025 and has held it in 3 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Integrated Quantitative Investments held 11,588 shares of Morgan Stanley worth $1.91M as of Q1 2026.
  • Integrated Quantitative Investments bought 2,040 Morgan Stanley shares in Q1 2026, an estimated $353K.
  • Morgan Stanley made up 0.35% of Integrated Quantitative Investments's portfolio in Q1 2026, its #84 holding.
  • Integrated Quantitative Investments first reported a position in Morgan Stanley in Q1 2025 and has held it in 3 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Integrated Quantitative Investments's 13F filing for Q1 2026, filed 13 May 2026.