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iSAM Funds (UK)’s Morgan Stanley MS Stock Holding History

iSAM Funds (UK)’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 		– Sell
-20,851
Closed -$3.7M – 397
2025
Q4 		$3.7M Buy
+20,851
New +$3.48M 1.33% 10
2025
Q2 		– Sell
-11,764
Closed -$1.37M – 549
2025
Q1 		$1.37M Buy
+11,764
New +$1.52M 0.68% 34
2024
Q3 		– Sell
-2,392
Closed -$232K – 367
2024
Q2 		$232K Buy
+2,392
New +$228K 0.17% 196
2023
Q4 		– Sell
-7,642
Closed -$624K – 297
2023
Q3 		$624K Buy
+7,642
New +$664K 0.4% 92
2023
Q2 		– Sell
-5,870
Closed -$515K – 245
2023
Q1 		$515K Buy
5,870
+2,270
+63% +$212K 0.66% 58
2022
Q4 		$306K Buy
+3,600
New +$307K 0.92% 46

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

iSAM Funds (UK)'s MS Position: Q1 2026 in Review

iSAM Funds (UK) sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 20,851 shares — an estimated $3.7M sold.

iSAM Funds (UK) first reported a position in MS in Q4 2022 and held it in 6 quarters. The position peaked at $3.7M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • iSAM Funds (UK) reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • iSAM Funds (UK) sold 20,851 Morgan Stanley shares in Q1 2026, an estimated $3.7M.
  • iSAM Funds (UK) first reported a position in Morgan Stanley in Q4 2022 and held it in 6 quarters.
  • iSAM Funds (UK)'s Morgan Stanley position peaked at $3.7M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on iSAM Funds (UK)'s 13F filing for Q1 2026, filed 13 May 2026.