Kennedy Investment Group’s Morgan Stanley MS Stock Holding History

Kennedy Investment Group’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	$280K	Buy	1,702 +6	+0.4%	+$1.04K	0.11%	118
2025 Q4	$301K	Buy	1,696 +7	+0.4%	+$1.17K	0.11%	115
2025 Q3	$269K	Buy	1,689 +7	+0.4%	+$1.03K	0.11%	119
2025 Q2	$237K	Buy	+1,682	New	+$207K	0.1%	120
2024 Q1	–	Sell	-2,612	Closed	-$244K	–	125
2023 Q4	$244K	Buy	2,612 +11	+0.4%	+$880	0.14%	105
2023 Q3	$212K	Buy	2,601 +10	+0.4%	+$868	0.13%	108
2023 Q2	$221K	Buy	+2,591	New	+$222K	0.13%	107

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

Kennedy Investment Group's MS Position: Q1 2026 in Review

Kennedy Investment Group increased its Morgan Stanley (MS) stake by 0.35% in Q1 2026, buying an estimated $1.04K and bringing the position to 1,702 shares worth $280K. The position accounts for 0.11% of the portfolio, ranked #118.

Kennedy Investment Group first reported a position in MS in Q2 2023 and has held it in 7 quarters since. The position peaked at $301K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Kennedy Investment Group held 1,702 shares of Morgan Stanley worth $280K as of Q1 2026.
Kennedy Investment Group bought 6 Morgan Stanley shares in Q1 2026, an estimated $1.04K.
Morgan Stanley made up 0.11% of Kennedy Investment Group's portfolio in Q1 2026, its #118 holding.
Kennedy Investment Group first reported a position in Morgan Stanley in Q2 2023 and has held it in 7 quarters since.
Kennedy Investment Group's Morgan Stanley position peaked at $301K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.