MCM
MS icon

MAI Capital Management’s Morgan Stanley MS Stock Holding History

MAI 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
2019
Q2 		– Sell
-6,000
Closed -$253K – 558
2019
Q1 		$253K Hold
6,000
– – 0.01% 382
2018
Q4 		$238K Hold
6,000
– – 0.01% 380
2018
Q3 		$279K Buy
6,000
+3,000
+100% +$146K 0.01% 377
2018
Q2 		$142K Sell
3,000
-3,000
-50% -$157K 0.01% 461
2018
Q1 		$324K Buy
+6,000
New +$332K 0.02% 338

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

MAI Capital Management reduced its Morgan Stanley (MS) stake by 1.1% in Q1 2026, selling an estimated $318K and leaving 160,603 shares worth $26.4M. The position accounts for 0.15% of the portfolio, ranked #133.

MAI Capital Management first reported a position in MS in Q1 2018 and has held it in 30 quarters since. The position peaked at $28.8M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • MAI Capital Management held 160,603 shares of Morgan Stanley worth $26.4M as of Q1 2026.
  • MAI Capital Management sold 1,838 Morgan Stanley shares in Q1 2026, an estimated $318K.
  • Morgan Stanley made up 0.15% of MAI Capital Management's portfolio in Q1 2026, its #133 holding.
  • MAI Capital Management first reported a position in Morgan Stanley in Q1 2018 and has held it in 30 quarters since.
  • MAI Capital Management's Morgan Stanley position peaked at $28.8M in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.