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Ironwood Investment Counsel’s Morgan Stanley MS Stock Holding History

Ironwood Investment Counsel’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 		$2.84M Buy
17,234
+292
+2% +$50.6K 0.41% 68
2025
Q4 		$3.01M Sell
16,942
-229
-1% -$38.2K 0.42% 66
2025
Q3 		$2.73M Sell
17,171
-14
-0.1% -$2.07K 0.4% 65
2025
Q2 		$2.42M Buy
17,185
+56
+0.3% +$6.88K 0.37% 66
2025
Q1 		$2M Buy
17,129
+366
+2% +$47.2K 0.35% 74
2024
Q4 		$2.11M Buy
16,763
+388
+2% +$47.8K 0.36% 68
2024
Q3 		$1.71M Buy
16,375
+382
+2% +$38.5K 0.28% 83
2024
Q2 		$1.55M Buy
15,993
+19
+0.1% +$1.81K 0.28% 88
2024
Q1 		$1.5M Buy
15,974
+478
+3% +$42.1K 0.26% 90
2023
Q4 		$1.45M Buy
15,496
+367
+2% +$29.4K 0.27% 90
2023
Q3 		$1.24M Sell
15,129
-788
-5% -$68.4K 0.26% 91
2023
Q2 		$1.36M Buy
15,917
+1,487
+10% +$127K 0.31% 76
2023
Q1 		$1.27M Buy
14,430
+97
+0.7% +$9.05K 0.3% 79
2022
Q4 		$1.22M Buy
14,333
+175
+1% +$14.9K 0.3% 85
2022
Q3 		$1.12M Buy
14,158
+937
+7% +$79K 0.32% 80
2022
Q2 		$1M Buy
13,221
+1,407
+12% +$115K 0.28% 85
2022
Q1 		$1.03M Buy
11,814
+780
+7% +$75.3K 0.25% 86
2021
Q4 		$1.08M Buy
11,034
+796
+8% +$79.3K 0.25% 86
2021
Q3 		$996K Buy
10,238
+951
+10% +$94.2K 0.26% 80
2021
Q2 		$851K Buy
9,287
+901
+11% +$77.3K 0.23% 85
2021
Q1 		$651K Buy
8,386
+1,164
+16% +$89.2K 0.19% 101
2020
Q4 		$494K Buy
+7,222
New +$414K 0.11% 135
2020
Q3 		– Sell
-4,514
Closed -$218K – 196
2020
Q2 		$218K Buy
+4,514
New +$190K 0.07% 170

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

Ironwood Investment Counsel's MS Position: Q1 2026 in Review

Ironwood Investment Counsel increased its Morgan Stanley (MS) stake by 1.7% in Q1 2026, buying an estimated $50.6K and bringing the position to 17,234 shares worth $2.84M. The position accounts for 0.41% of the portfolio, ranked #68.

Ironwood Investment Counsel first reported a position in MS in Q2 2020 and has held it in 23 quarters since. The position peaked at $3.01M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Ironwood Investment Counsel held 17,234 shares of Morgan Stanley worth $2.84M as of Q1 2026.
  • Ironwood Investment Counsel bought 292 Morgan Stanley shares in Q1 2026, an estimated $50.6K.
  • Morgan Stanley made up 0.41% of Ironwood Investment Counsel's portfolio in Q1 2026, its #68 holding.
  • Ironwood Investment Counsel first reported a position in Morgan Stanley in Q2 2020 and has held it in 23 quarters since.
  • Ironwood Investment Counsel's Morgan Stanley position peaked at $3.01M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.