Kovitz Investment Group Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.96M | Buy |
48,358
+1,922
| +4% | +$333K | 0.18% | 110 |
|
|
2025
Q4 | $8.24M | Sell |
46,436
-180,868
| -80% | -$30.2M | 0.18% | 112 |
|
|
2025
Q3 | $36.1M | Sell |
227,304
-25,306
| -10% | -$3.74M | 0.14% | 140 |
|
|
2025
Q2 | $35.6M | Buy |
252,610
+13,235
| +6% | +$1.63M | 0.15% | 127 |
|
|
2025
Q1 | $27.9M | Sell |
239,375
-685
| -0.3% | -$88.3K | 0.14% | 137 |
|
|
2024
Q4 | $30.2M | Sell |
240,060
-622
| -0.3% | -$76.6K | 0.15% | 128 |
|
|
2024
Q3 | $23.4M | Buy |
240,682
+106,981
| +80% | +$10.8M | 0.17% | 116 |
|
|
2024
Q2 | $13M | Buy |
133,701
+20,883
| +19% | +$1.99M | 0.11% | 133 |
|
|
2024
Q1 | $10.6M | Buy |
112,818
+93,812
| +494% | +$8.26M | 0.14% | 108 |
|
|
2023
Q4 | $1.77M | Sell |
19,006
-6,514
| -26% | -$521K | 0.03% | 242 |
|
|
2023
Q3 | $2.08M | Buy |
25,520
+6,443
| +34% | +$559K | 0.04% | 229 |
|
|
2023
Q2 | $1.63M | Buy |
19,077
+95
| +0.5% | +$8.13K | 0.02% | 255 |
|
|
2023
Q1 | $1.67M | Sell |
18,982
-1,493
| -7% | -$139K | 0.03% | 254 |
|
|
2022
Q4 | $1.74M | Sell |
20,475
-122
| -0.6% | -$10.4K | 0.03% | 238 |
|
|
2022
Q3 | $1.63M | Buy |
20,597
+951
| +5% | +$80.2K | 0.04% | 234 |
|
|
2022
Q2 | $1.49M | Sell |
19,646
-242
| -1% | -$19.8K | 0.03% | 241 |
|
|
2022
Q1 | $1.74M | Sell |
19,888
-3,350
| -14% | -$323K | 0.03% | 237 |
|
|
2021
Q4 | $1.59M | Sell |
23,238
-1,259
| -5% | -$125K | 0.04% | 228 |
|
|
2021
Q3 | $2.38M | Buy |
24,497
+20
| +0.1% | +$1.98K | 0.05% | 218 |
|
|
2021
Q2 | $2.24M | Sell |
24,477
-723
| -3% | -$62K | 0.04% | 230 |
|
|
2021
Q1 | $1.96M | Buy |
25,200
+1,963
| +8% | +$150K | 0.05% | 217 |
|
|
2020
Q4 | $1.59M | Buy |
23,237
+2,577
| +12% | +$148K | 0.04% | 223 |
|
|
2020
Q3 | $999K | Buy |
+20,660
| New | +$1.04M | 0.03% | 256 |
|
|
2020
Q2 | – | Sell |
-8,593
| Closed | -$292K | – | 395 |
|
|
2020
Q1 | $292K | Sell |
8,593
-33,420
| -80% | -$1.57M | 0.01% | 332 |
|
|
2019
Q4 | $2.15M | Sell |
42,013
-2,966
| -7% | -$140K | 0.06% | 190 |
|
|
2019
Q3 | $1.92M | Buy |
44,979
+7,526
| +20% | +$322K | 0.06% | 203 |
|
|
2019
Q2 | $1.64M | Buy |
37,453
+9,875
| +36% | +$440K | 0.05% | 210 |
|
|
2019
Q1 | $1.16M | Buy |
27,578
+20,322
| +280% | +$855K | 0.04% | 260 |
|
|
2018
Q4 | $288K | Buy |
+7,256
| New | +$317K | 0.01% | 238 |
|
|
2018
Q1 | – | Sell |
-4,170
| Closed | -$219 | – | 151 |
|
|
2017
Q4 | $219 | Sell |
4,170
-85
| -2% | -$4.3K | 0.01% | 156 |
|
|
2017
Q3 | $205K | Buy |
+4,255
| New | +$197K | 0.01% | 155 |
|
Other funds holding MS
VCM
VPM
Kovitz Investment Group Partners's MS Position: Q1 2026 in Review
Kovitz Investment Group Partners increased its Morgan Stanley (MS) stake by 4.1% in Q1 2026, buying an estimated $333K and bringing the position to 48,358 shares worth $7.96M. The position accounts for 0.18% of the portfolio, ranked #110.
Kovitz Investment Group Partners first reported a position in MS in Q3 2017 and has held it in 31 quarters since. The position peaked at $36.1M in Q3 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Kovitz Investment Group Partners held 48,358 shares of Morgan Stanley worth $7.96M as of Q1 2026.
- Kovitz Investment Group Partners bought 1,922 Morgan Stanley shares in Q1 2026, an estimated $333K.
- Morgan Stanley made up 0.18% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #110 holding.
- Kovitz Investment Group Partners first reported a position in Morgan Stanley in Q3 2017 and has held it in 31 quarters since.
- Kovitz Investment Group Partners's Morgan Stanley position peaked at $36.1M in Q3 2025.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.