Klingman & Associates’s Morgan Stanley MS Stock Holding History

Klingman & Associates’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	$1.12M	Buy	6,779 +216	+3%	+$37.4K	0.05%	125
2025 Q4	$1.17M	Buy	6,563 +84	+1%	+$14K	0.06%	118
2025 Q3	$1.03M	Buy	6,479 +2,273	+54%	+$336K	0.05%	120
2025 Q2	$592K	Buy	4,206 +1,130	+37%	+$139K	0.03%	155
2025 Q1	$359K	Buy	3,076 +162	+6%	+$20.9K	0.02%	198
2024 Q4	$366K	Buy	2,914 +492	+20%	+$60.6K	0.02%	186
2024 Q3	$252K	Buy	2,422 +71	+3%	+$7.15K	0.02%	238
2024 Q2	$228K	Buy	2,351 +145	+7%	+$13.8K	0.02%	226
2024 Q1	$208K	Buy	+2,206	New	+$194K	0.01%	229
2016 Q4	–	Sell	-1,694	Closed	-$54K	–	236
2016 Q3	$54K	Hold	1,694	–	–	0.02%	180
2016 Q2	$44K	Hold	1,694	–	–	0.01%	200
2016 Q1	$42K	Hold	1,694	–	–	0.02%	200
2015 Q4	$54K	Hold	1,694	–	–	0.02%	204
2015 Q3	$53K	Hold	1,694	–	–	0.02%	204
2015 Q2	$66K	Hold	1,694	–	–	0.03%	167
2015 Q1	$60K	Hold	1,694	–	–	0.02%	163
2014 Q4	$65K	Buy	+1,694	New	+$60.3K	0.03%	162

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

Klingman & Associates's MS Position: Q1 2026 in Review

Klingman & Associates increased its Morgan Stanley (MS) stake by 3.3% in Q1 2026, buying an estimated $37.4K and bringing the position to 6,779 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #125.

Klingman & Associates first reported a position in MS in Q4 2014 and has held it in 17 quarters since. The position peaked at $1.17M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Klingman & Associates held 6,779 shares of Morgan Stanley worth $1.12M as of Q1 2026.
Klingman & Associates bought 216 Morgan Stanley shares in Q1 2026, an estimated $37.4K.
Morgan Stanley made up 0.05% of Klingman & Associates's portfolio in Q1 2026, its #125 holding.
Klingman & Associates first reported a position in Morgan Stanley in Q4 2014 and has held it in 17 quarters since.
Klingman & Associates's Morgan Stanley position peaked at $1.17M in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.