Machina Capital’s Morgan Stanley MS Stock Holding History

Machina Capital’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	$961K	Sell	5,841 -9,967	-63%	-$1.73M	0.19%	165
2025 Q4	$2.81M	Buy	+15,808	New	+$2.64M	0.54%	58
2025 Q2	–	Sell	-5,403	Closed	-$630K	–	368
2025 Q1	$630K	Buy	+5,403	New	+$696K	0.19%	173
2023 Q3	–	Sell	-2,700	Closed	-$231K	–	330
2023 Q2	$231K	Buy	2,700 +1,051	+64%	+$89.9K	0.13%	236
2023 Q1	$145K	Buy	+1,649	New	+$154K	0.13%	222
2021 Q4	–	Sell	-2,400	Closed	-$234K	–	166
2021 Q3	$234K	Buy	+2,400	New	+$238K	0.51%	105
2021 Q2	–	Sell	-2,900	Closed	-$225K	–	168
2021 Q1	$225K	Buy	+2,900	New	+$222K	2.56%	26
2020 Q1	–	Sell	-12,347	Closed	-$631K	–	194
2019 Q4	$631K	Buy	+12,347	New	+$584K	0.25%	159
2019 Q3	–	Sell	-15,282	Closed	-$670K	–	432
2019 Q2	$670K	Buy	+15,282	New	+$682K	0.25%	137

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

Machina Capital's MS Position: Q1 2026 in Review

Machina Capital reduced its Morgan Stanley (MS) stake by 63% in Q1 2026, selling an estimated $1.73M and leaving 5,841 shares worth $961K. The position accounts for 0.19% of the portfolio, ranked #165.

Machina Capital first reported a position in MS in Q2 2019 and has held it in 9 quarters since. The position peaked at $2.81M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Machina Capital held 5,841 shares of Morgan Stanley worth $961K as of Q1 2026.
Machina Capital sold 9,967 Morgan Stanley shares in Q1 2026, an estimated $1.73M.
Morgan Stanley made up 0.19% of Machina Capital's portfolio in Q1 2026, its #165 holding.
Machina Capital first reported a position in Morgan Stanley in Q2 2019 and has held it in 9 quarters since.
Machina Capital's Morgan Stanley position peaked at $2.81M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Machina Capital's 13F filing for Q1 2026, filed 13 May 2026.