Logan Capital Management’s Morgan Stanley MS Stock Holding History

Logan Capital Management’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	$5.2M	Buy	+31,625	New	+$5.48M	0.23%	113

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

Logan Capital Management's MS Position: Q1 2026 in Review

Logan Capital Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 33,993 shares — an estimated $5.89M sold.

Logan Capital Management first reported a position in MS in Q2 2021 and held it in 19 quarters. The position peaked at $6.92M in Q1 2023. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Logan Capital Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 33,993 Morgan Stanley shares in Q1 2026, an estimated $5.89M.
Logan Capital Management first reported a position in Morgan Stanley in Q2 2021 and held it in 19 quarters.
Logan Capital Management's Morgan Stanley position peaked at $6.92M in Q1 2023.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.