Kurt F. Somerville’s Morgan Stanley MS Stock Holding History

Kurt F. Somerville’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	$1.02M	Sell	6,200 -175	-3%	-$30.3K	0.27%	53
2025 Q4	$1.13M	Hold	6,375	–	–	0.19%	50
2025 Q3	$1.01M	Hold	6,375	–	–	0.17%	55
2025 Q2	$898K	Hold	6,375	–	–	0.15%	57
2025 Q1	$744K	Hold	6,375	–	–	0.13%	60
2024 Q4	$801K	Hold	6,375	–	–	0.13%	58
2024 Q3	$665K	Sell	6,375 -55	-0.9%	-$5.54K	0.11%	66
2024 Q2	$625K	Hold	6,430	–	–	0.11%	63
2024 Q1	$605K	Hold	6,430	–	–	0.1%	67
2023 Q4	$600K	Sell	6,430 -10	-0.2%	-$800	0.11%	61
2023 Q3	$526K	Sell	6,440 -200	-3%	-$17.4K	0.11%	69
2023 Q2	$567K	Hold	6,640	–	–	0.11%	70
2023 Q1	$583K	Sell	6,640 -200	-3%	-$18.7K	0.11%	73
2022 Q4	$582K	Hold	6,840	–	–	0.11%	73
2022 Q3	$540K	Hold	6,840	–	–	0.11%	71
2022 Q2	$520K	Sell	6,840 -247	-3%	-$20.2K	0.1%	80
2022 Q1	$619K	Sell	7,087 -8	-0.1%	-$772	0.1%	75
2021 Q4	$696K	Sell	7,095 -252	-3%	-$25.1K	0.1%	70
2021 Q3	$715K	Sell	7,347 -300	-4%	-$29.7K	0.11%	64
2021 Q2	$701K	Sell	7,647 -606	-7%	-$52K	0.1%	65
2021 Q1	$641K	Buy	+8,253	New	+$633K	0.1%	67

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

Kurt F. Somerville's MS Position: Q1 2026 in Review

Kurt F. Somerville reduced its Morgan Stanley (MS) stake by 2.7% in Q1 2026, selling an estimated $30.3K and leaving 6,200 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #53.

Kurt F. Somerville first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.13M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Kurt F. Somerville held 6,200 shares of Morgan Stanley worth $1.02M as of Q1 2026.
Kurt F. Somerville sold 175 Morgan Stanley shares in Q1 2026, an estimated $30.3K.
Morgan Stanley made up 0.27% of Kurt F. Somerville's portfolio in Q1 2026, its #53 holding.
Kurt F. Somerville first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
Kurt F. Somerville's Morgan Stanley position peaked at $1.13M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.