Kanawha Capital Management’s Morgan Stanley MS Stock Holding History

Kanawha Capital Management’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	$240K	Sell	1,458 -456	-24%	-$78.9K	0.02%	206
2025 Q4	$340K	Hold	1,914	–	–	0.02%	181
2025 Q3	$304K	Hold	1,914	–	–	0.02%	185
2025 Q2	$270K	Sell	1,914 -12	-0.6%	-$1.47K	0.02%	189
2025 Q1	$225K	Buy	1,926 +12	+0.6%	+$1.55K	0.02%	204
2024 Q4	$241K	Sell	1,914 -66	-3%	-$8.13K	0.02%	199
2024 Q3	$206K	Sell	1,980 -78	-4%	-$7.86K	0.02%	226
2024 Q2	$200K	Buy	+2,058	New	+$196K	0.02%	227

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

Kanawha Capital Management's MS Position: Q1 2026 in Review

Kanawha Capital Management reduced its Morgan Stanley (MS) stake by 24% in Q1 2026, selling an estimated $78.9K and leaving 1,458 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #206.

Kanawha Capital Management first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $340K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Kanawha Capital Management held 1,458 shares of Morgan Stanley worth $240K as of Q1 2026.
Kanawha Capital Management sold 456 Morgan Stanley shares in Q1 2026, an estimated $78.9K.
Morgan Stanley made up 0.02% of Kanawha Capital Management's portfolio in Q1 2026, its #206 holding.
Kanawha Capital Management first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
Kanawha Capital Management's Morgan Stanley position peaked at $340K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.