Kovitz Investment Group Partners’s Morgan Stanley MS Stock Holding History

Kovitz Investment Group 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
2022 Q2	–	Sell	-851	Closed	-$731K	–	419
2022 Q1	$731K	Buy	851 +442	+108%	+$42.6K	0.01%	316
2021 Q4	$1.59M	Hold	409	–	–	0.04%	229
2021 Q3	$1.58M	Sell	409 -132	-24%	-$13.1K	0.03%	255
2021 Q2	$1.8M	Sell	541 -1,263	-70%	-$108K	0.04%	250
2021 Q1	$1.26M	Buy	1,804 +1,354	+301%	+$104K	0.03%	258
2020 Q4	$737K	Buy	+450	New	+$25.8K	0.02%	308

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

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.