Longfellow Investment Management’s Morgan Stanley MS Stock Holding History

Longfellow Investment 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	$1.3M	Hold	7,885	–	–	0.27%	68
2025 Q4	$1.4M	Hold	7,885	–	–	0.32%	50
2025 Q3	$1.25M	Sell	7,885 -2,040	-21%	-$301K	0.3%	54
2025 Q2	$1.4M	Sell	9,925 -1,374	-12%	-$169K	0.35%	49
2025 Q1	$1.32M	Buy	11,299 +2,240	+25%	+$289K	0.32%	42
2024 Q4	$1.14M	Sell	9,059 -2,886	-24%	-$355K	0.29%	45
2024 Q3	$1.25M	Buy	11,945 +72	+0.6%	+$7.25K	0.31%	45
2024 Q2	$1.15M	Buy	11,873 +81	+0.7%	+$7.71K	0.29%	46
2024 Q1	$1.11M	Buy	11,792 +2,220	+23%	+$196K	0.25%	46
2023 Q4	$893K	Buy	+9,572	New	+$766K	0.22%	58
2022 Q3	–	Sell	-20,186	Closed	-$1.54M	–	356
2022 Q2	$1.54M	Buy	20,186 +5,064	+33%	+$415K	0.33%	63
2022 Q1	$1.32M	Buy	+15,122	New	+$1.46M	0.21%	111
2021 Q2	–	Sell	-10,273	Closed	-$798K	–	472
2021 Q1	$798K	Sell	10,273 -15,453	-60%	-$1.18M	0.1%	194
2020 Q4	$1.76M	Buy	+25,726	New	+$1.48M	0.21%	124

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

Longfellow Investment Management's MS Position: Q1 2026 in Review

Longfellow Investment Management held its Morgan Stanley (MS) position steady in Q1 2026 at 7,885 shares worth $1.3M. The position accounts for 0.27% of the portfolio, ranked #68.

Longfellow Investment Management first reported a position in MS in Q4 2020 and has held it in 14 quarters since. The position peaked at $1.76M in Q4 2020. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Longfellow Investment Management held 7,885 shares of Morgan Stanley worth $1.3M as of Q1 2026.
Longfellow Investment Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.27% of Longfellow Investment Management's portfolio in Q1 2026, its #68 holding.
Longfellow Investment Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 14 quarters since.
Longfellow Investment Management's Morgan Stanley position peaked at $1.76M in Q4 2020.
2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.