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Kintegral Advisory’s Morgan Stanley MS Stock Holding History

Kintegral Advisory’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 		$14.1M Sell
85,516
-3,792
-4% -$656K 1.33% 9
2025
Q4 		$15.9M Sell
89,308
-2,443
-3% -$408K 1.34% 9
2025
Q3 		$14.6M Sell
91,751
-410
-0.4% -$60.5K 1.24% 9
2025
Q2 		$13M Sell
92,161
-139
-0.2% -$17.1K 1.18% 14
2025
Q1 		$10.8M Sell
92,300
-311
-0.3% -$40.1K 1.09% 16
2024
Q4 		$11.6M Sell
92,611
-4,314
-4% -$531K 1.1% 13
2024
Q3 		$10.1M Sell
96,925
-1,270
-1% -$128K 0.93% 21
2024
Q2 		$9.54M Buy
98,195
+16,286
+20% +$1.55M 0.92% 19
2024
Q1 		$7.71M Sell
81,909
-255
-0.3% -$22.5K 0.77% 29
2023
Q4 		$7.66M Sell
82,164
-523
-0.6% -$41.8K 0.85% 26
2023
Q3 		$6.75M Sell
82,687
-49
-0.1% -$4.25K 0.83% 24
2023
Q2 		$7.07M Hold
82,736
– – 0.84% 25
2023
Q1 		$7.26M Sell
82,736
-4,445
-5% -$415K 0.94% 23
2022
Q4 		$7.41M Buy
87,181
+71,841
+468% +$6.12M 0.98% 20
2022
Q3 		$1.21M Hold
15,340
– – 0.17% 132
2022
Q2 		$1.17M Buy
15,340
+325
+2% +$26.6K 0.15% 137
2022
Q1 		$1.31M Buy
15,015
+336
+2% +$32.4K 0.14% 139
2021
Q4 		$1.44M Hold
14,679
– – 0.15% 132
2021
Q3 		$1.43M Hold
14,679
– – 0.17% 129
2021
Q2 		$1.35M Hold
14,679
– – 0.16% 133
2021
Q1 		$1.14M Hold
14,679
– – 0.15% 137
2020
Q4 		$1.01M Hold
14,679
– – 0.14% 140
2020
Q3 		$710K Sell
14,679
-472
-3% -$23.8K 0.11% 162
2020
Q2 		$732K Hold
15,151
– – 0.12% 152
2020
Q1 		$515K Buy
15,151
+1,696
+13% +$79.9K 0.1% 173
2019
Q4 		$688K Hold
13,455
– – 0.13% 157
2019
Q3 		$574K Hold
13,455
– – 0.11% 173
2019
Q2 		$589K Hold
13,455
– – 0.12% 168
2019
Q1 		$568K Buy
13,455
+7,324
+119% +$308K 0.12% 166
2018
Q4 		$243K Buy
+6,131
New +$268K 0.07% 206

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

Kintegral Advisory's MS Position: Q1 2026 in Review

Kintegral Advisory reduced its Morgan Stanley (MS) stake by 4.2% in Q1 2026, selling an estimated $656K and leaving 85,516 shares worth $14.1M. The position accounts for 1.33% of the portfolio, ranked #9.

Kintegral Advisory first reported a position in MS in Q4 2018 and has held it in 30 quarters since. The position peaked at $15.9M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Kintegral Advisory held 85,516 shares of Morgan Stanley worth $14.1M as of Q1 2026.
  • Kintegral Advisory sold 3,792 Morgan Stanley shares in Q1 2026, an estimated $656K.
  • Morgan Stanley made up 1.33% of Kintegral Advisory's portfolio in Q1 2026, its #9 holding.
  • Kintegral Advisory first reported a position in Morgan Stanley in Q4 2018 and has held it in 30 quarters since.
  • Kintegral Advisory's Morgan Stanley position peaked at $15.9M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Kintegral Advisory's 13F filing for Q1 2026, filed 14 May 2026.