Legacy Capital Group California’s Morgan Stanley MS Stock Holding History

Legacy Capital Group California’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	$738K	Sell	4,484 -511	-10%	-$88.5K	0.28%	115
2025 Q4	$887K	Sell	4,995 -55	-1%	-$9.17K	0.21%	124
2025 Q3	$803K	Sell	5,050 -1	-0%	-$148	0.2%	131
2025 Q2	$711K	Sell	5,051 -194	-4%	-$23.8K	0.2%	130
2025 Q1	$612K	Sell	5,245 -58	-1%	-$7.47K	0.21%	133
2024 Q4	$667K	Sell	5,303 -52	-1%	-$6.4K	0.2%	137
2024 Q3	$558K	Sell	5,355 -391	-7%	-$39.4K	0.19%	159
2024 Q2	$558K	Buy	5,746 +57	+1%	+$5.43K	0.2%	148
2024 Q1	$536K	Sell	5,689 -216	-4%	-$19K	0.2%	162
2023 Q4	$551K	Sell	5,905 -15	-0.3%	-$1.2K	0.21%	144
2023 Q3	$483K	Buy	5,920 +50	+0.9%	+$4.34K	0.21%	148
2023 Q2	$501K	Buy	5,870 +145	+3%	+$12.4K	0.21%	151
2023 Q1	$503K	Buy	+5,725	New	+$534K	0.25%	123

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

Legacy Capital Group California's MS Position: Q1 2026 in Review

Legacy Capital Group California reduced its Morgan Stanley (MS) stake by 10% in Q1 2026, selling an estimated $88.5K and leaving 4,484 shares worth $738K. The position accounts for 0.28% of the portfolio, ranked #115.

Legacy Capital Group California first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $887K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Legacy Capital Group California held 4,484 shares of Morgan Stanley worth $738K as of Q1 2026.
Legacy Capital Group California sold 511 Morgan Stanley shares in Q1 2026, an estimated $88.5K.
Morgan Stanley made up 0.28% of Legacy Capital Group California's portfolio in Q1 2026, its #115 holding.
Legacy Capital Group California first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Group California's Morgan Stanley position peaked at $887K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.