Kemnay Advisory Services’s Morgan Stanley MS Stock Holding History

Kemnay Advisory Services’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	$64.2K	Sell	390 -85	-18%	-$14.7K	0.01%	202
2025 Q4	$84.3K	Buy	+475	New	+$79.2K	0.01%	202
2018 Q3	–	Sell	-24,941	Closed	-$1.18M	–	145
2018 Q2	$1.18M	Buy	24,941 +1,458	+6%	+$76.2K	0.37%	101
2018 Q1	$1.27M	Sell	23,483 -952	-4%	-$52.7K	0.55%	45
2017 Q4	$1.28M	Buy	24,435 +7,462	+44%	+$377K	0.57%	59
2017 Q3	$818K	Sell	16,973 -1,188	-7%	-$55.1K	0.35%	64
2017 Q2	$809K	Buy	+18,161	New	+$783K	0.47%	45

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

Kemnay Advisory Services's MS Position: Q1 2026 in Review

Kemnay Advisory Services reduced its Morgan Stanley (MS) stake by 18% in Q1 2026, selling an estimated $14.7K and leaving 390 shares worth $64.2K. The position accounts for 0.01% of the portfolio, ranked #202.

Kemnay Advisory Services first reported a position in MS in Q2 2017 and has held it in 7 quarters since. The position peaked at $1.28M in Q4 2017. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Kemnay Advisory Services held 390 shares of Morgan Stanley worth $64.2K as of Q1 2026.
Kemnay Advisory Services sold 85 Morgan Stanley shares in Q1 2026, an estimated $14.7K.
Morgan Stanley made up 0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #202 holding.
Kemnay Advisory Services first reported a position in Morgan Stanley in Q2 2017 and has held it in 7 quarters since.
Kemnay Advisory Services's Morgan Stanley position peaked at $1.28M in Q4 2017.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.