KCM
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Kathmere Capital Management’s Morgan Stanley MS Stock Holding History

Kathmere 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 		$2.13M Buy
12,963
+4,383
+51% +$759K 0.13% 117
2025
Q4 		$1.52M Buy
8,580
+1,450
+20% +$242K 0.1% 134
2025
Q3 		$1.13M Buy
7,130
+1,379
+24% +$204K 0.08% 158
2025
Q2 		$810K Buy
5,751
+2,685
+88% +$330K 0.06% 191
2025
Q1 		$358K Buy
3,066
+282
+10% +$36.3K 0.03% 293
2024
Q4 		$350K Buy
2,784
+452
+19% +$55.7K 0.03% 289
2024
Q3 		$243K Buy
+2,332
New +$235K 0.02% 328

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

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

Kathmere Capital Management increased its Morgan Stanley (MS) stake by 51% in Q1 2026, buying an estimated $759K and bringing the position to 12,963 shares worth $2.13M. The position accounts for 0.13% of the portfolio, ranked #117.

Kathmere Capital Management first reported a position in MS in Q3 2024 and has held it in 7 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Kathmere Capital Management held 12,963 shares of Morgan Stanley worth $2.13M as of Q1 2026.
  • Kathmere Capital Management bought 4,383 Morgan Stanley shares in Q1 2026, an estimated $759K.
  • Morgan Stanley made up 0.13% of Kathmere Capital Management's portfolio in Q1 2026, its #117 holding.
  • Kathmere Capital Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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