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Interval Partners’s Morgan Stanley MS Stock Holding History

Interval Partners’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 		$14.9M Sell
90,802
-35,523
-28% -$6.15M 0.39% 75
2025
Q4 		$22.4M Sell
126,325
-40,661
-24% -$6.78M 0.4% 75
2025
Q3 		$26.5M Buy
166,986
+97,038
+139% +$14.3M 0.43% 55
2025
Q2 		$9.85M Buy
+69,948
New +$8.59M 0.17% 139
2024
Q4 		– Sell
-26,471
Closed -$3.26M – 424
2024
Q3 		$2.76M Sell
26,471
-38,232
-59% -$3.85M 0.06% 240
2024
Q2 		$6.29M Buy
+64,703
New +$6.16M 0.14% 157
2022
Q4 		– Sell
-69,876
Closed -$5.52M – 289
2022
Q3 		$5.52M Sell
69,876
-32,378
-32% -$2.73M 0.24% 116
2022
Q2 		$7.78M Buy
+102,254
New +$8.38M 0.4% 82
2020
Q3 		– Sell
-12,786
Closed -$644K – 281
2020
Q2 		$618K Buy
+12,786
New +$537K 0.04% 199
2020
Q1 		– Sell
-87,228
Closed -$4.46M – 240
2019
Q4 		$4.46M Buy
87,228
+30,022
+52% +$1.42M 0.16% 143
2019
Q3 		$2.44M Sell
57,206
-30,631
-35% -$1.31M 0.1% 167
2019
Q2 		$3.85M Sell
87,837
-226,644
-72% -$10.1M 0.15% 131
2019
Q1 		$13.3M Buy
314,481
+231,565
+279% +$9.74M 0.51% 54
2018
Q4 		$3.29M Buy
82,916
+10,298
+14% +$449K 0.18% 112
2018
Q3 		$3.38M Sell
72,618
-43,826
-38% -$2.14M 0.14% 138
2018
Q2 		$5.52M Sell
116,444
-18,425
-14% -$963K 0.21% 120
2018
Q1 		$7.28M Buy
134,869
+16,901
+14% +$936K 0.33% 85
2017
Q4 		$6.19M Buy
+117,968
New +$5.97M 0.26% 101
2017
Q2 		– Sell
-143,223
Closed -$6.18M – 227
2017
Q1 		$6.14M Sell
143,223
-38,061
-21% -$1.69M 0.3% 103
2016
Q4 		$7.66M Buy
181,284
+49,308
+37% +$1.86M 0.46% 68
2016
Q3 		$4.23M Buy
131,976
+120,976
+1,100% +$3.61M 0.27% 89
2016
Q2 		$286K Buy
+11,000
New +$288K 0.02% 135
2015
Q4 		– Sell
-61,911
Closed -$1.95M – 181
2015
Q3 		$1.95M Buy
61,911
+41,911
+210% +$1.53M 0.25% 92
2015
Q2 		$776K Buy
+20,000
New +$761K 0.08% 133

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

Interval Partners's MS Position: Q1 2026 in Review

Interval Partners reduced its Morgan Stanley (MS) stake by 28% in Q1 2026, selling an estimated $6.15M and leaving 90,802 shares worth $14.9M. The position accounts for 0.39% of the portfolio, ranked #75.

Interval Partners first reported a position in MS in Q2 2015 and has held it in 24 quarters since. The position peaked at $26.5M in Q3 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Interval Partners held 90,802 shares of Morgan Stanley worth $14.9M as of Q1 2026.
  • Interval Partners sold 35,523 Morgan Stanley shares in Q1 2026, an estimated $6.15M.
  • Morgan Stanley made up 0.39% of Interval Partners's portfolio in Q1 2026, its #75 holding.
  • Interval Partners first reported a position in Morgan Stanley in Q2 2015 and has held it in 24 quarters since.
  • Interval Partners's Morgan Stanley position peaked at $26.5M in Q3 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Interval Partners's 13F filing for Q1 2026, filed 15 May 2026.