KCP
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Kera Capital Partners’s Morgan Stanley MS Stock Holding History

Kera Capital Partners’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 		$491K Buy
2,985
+765
+34% +$132K 0.06% 256
2025
Q4 		$406K Buy
2,220
+961
+76% +$160K 0.05% 308
2025
Q3 		$200K Buy
+1,259
New +$186K 0.03% 403

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

Kera Capital Partners's MS Position: Q1 2026 in Review

Kera Capital Partners increased its Morgan Stanley (MS) stake by 34% in Q1 2026, buying an estimated $132K and bringing the position to 2,985 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #256.

Kera Capital Partners first reported a position in MS in Q3 2025 and has held it in 3 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Kera Capital Partners held 2,985 shares of Morgan Stanley worth $491K as of Q1 2026.
  • Kera Capital Partners bought 765 Morgan Stanley shares in Q1 2026, an estimated $132K.
  • Morgan Stanley made up 0.06% of Kera Capital Partners's portfolio in Q1 2026, its #256 holding.
  • Kera Capital Partners first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Kera Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.