Investment Partners’s Morgan Stanley MS Stock Holding History

Investment 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	$342K	Buy	2,077 +2	+0.1%	+$346	0.12%	126
2025 Q4	$368K	Buy	2,075 +3	+0.1%	+$500	0.13%	119
2025 Q3	$329K	Buy	2,072 +2	+0.1%	+$295	0.12%	126
2025 Q2	$292K	Buy	2,070 +3	+0.1%	+$368	0.11%	133
2025 Q1	$241K	Buy	2,067 +3	+0.1%	+$387	0.1%	139
2024 Q4	$259K	Sell	2,064 -39	-2%	-$4.8K	0.11%	135
2024 Q3	$219K	Buy	2,103 +5	+0.2%	+$504	0.09%	140
2024 Q2	$204K	Buy	+2,098	New	+$200K	0.09%	137
2022 Q4	–	Sell	-4,342	Closed	-$343K	–	207
2022 Q3	$343K	Buy	+4,342	New	+$366K	0.1%	174
2022 Q2	–	Sell	-2,392	Closed	-$209K	–	159
2022 Q1	$209K	Buy	2,392 +4	+0.2%	+$386	0.09%	163
2021 Q4	$234K	Buy	+2,388	New	+$238K	0.1%	154

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

Investment Partners's MS Position: Q1 2026 in Review

Investment Partners increased its Morgan Stanley (MS) stake by 0.1% in Q1 2026, buying an estimated $346 and bringing the position to 2,077 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #126.

Investment Partners first reported a position in MS in Q4 2021 and has held it in 11 quarters since. The position peaked at $368K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Investment Partners held 2,077 shares of Morgan Stanley worth $342K as of Q1 2026.
Investment Partners bought 2 Morgan Stanley shares in Q1 2026, an estimated $346.
Morgan Stanley made up 0.12% of Investment Partners's portfolio in Q1 2026, its #126 holding.
Investment Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 11 quarters since.
Investment Partners's Morgan Stanley position peaked at $368K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.