Manchester Capital Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $236K | Buy |
1,435
+6
| +0.4% | +$1.04K | 0.03% | 246 |
|
|
2025
Q4 | $254K | Buy |
1,429
+83
| +6% | +$13.8K | 0.03% | 243 |
|
|
2025
Q3 | $214K | Sell |
1,346
-2,218
| -62% | -$328K | 0.03% | 298 |
|
|
2025
Q2 | $502K | Sell |
3,564
-41
| -1% | -$5.04K | 0.07% | 210 |
|
|
2025
Q1 | $421K | Buy |
3,605
+192
| +6% | +$24.7K | 0.05% | 223 |
|
|
2024
Q4 | $429K | Sell |
3,413
-78
| -2% | -$9.61K | 0.05% | 220 |
|
|
2024
Q3 | $364K | Buy |
3,491
+178
| +5% | +$17.9K | 0.04% | 255 |
|
|
2024
Q2 | $322K | Buy |
3,313
+178
| +6% | +$16.9K | 0.04% | 259 |
|
|
2024
Q1 | $295K | Buy |
3,135
+202
| +7% | +$17.8K | 0.04% | 265 |
|
|
2023
Q4 | $274K | Sell |
2,933
-252
| -8% | -$20.2K | 0.04% | 246 |
|
|
2023
Q3 | $260K | Buy |
3,185
+187
| +6% | +$16.2K | 0.04% | 239 |
|
|
2023
Q2 | $256K | Buy |
2,998
+64
| +2% | +$5.47K | 0.03% | 243 |
|
|
2023
Q1 | $258K | Buy |
2,934
+98
| +3% | +$9.15K | 0.03% | 256 |
|
|
2022
Q4 | $241K | Sell |
2,836
-35
| -1% | -$2.98K | 0.04% | 225 |
|
|
2022
Q3 | $227K | Buy |
2,871
+364
| +15% | +$30.7K | 0.04% | 202 |
|
|
2022
Q2 | $191K | Buy |
2,507
+2,289
| +1,050% | +$187K | 0.03% | 219 |
|
|
2022
Q1 | $19K | Sell |
218
-81
| -27% | -$7.81K | ﹤0.01% | 468 |
|
|
2021
Q4 | $29K | Hold |
299
| – | – | ﹤0.01% | 444 |
|
|
2021
Q3 | $29K | Sell |
299
-91
| -23% | -$9.02K | ﹤0.01% | 477 |
|
|
2021
Q2 | $36K | Buy |
390
+172
| +79% | +$14.7K | 0.01% | 407 |
|
|
2021
Q1 | $17K | Hold |
218
| – | – | ﹤0.01% | 450 |
|
|
2020
Q4 | $15K | Buy |
+218
| New | +$12.5K | ﹤0.01% | 449 |
|
|
2018
Q2 | – | Sell |
-59
| Closed | -$3K | – | 566 |
|
|
2018
Q1 | $3K | Buy |
+59
| New | +$3.27K | ﹤0.01% | 525 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$71K | – | 564 |
|
|
2015
Q1 | $71K | Sell |
2,000
-2,493
| -55% | -$89.5K | 0.01% | 329 |
|
|
2014
Q4 | $174K | Hold |
4,493
| – | – | 0.02% | 403 |
|
|
2014
Q3 | $155K | Buy |
4,493
+3
| +0.1% | +$100 | 0.02% | 431 |
|
|
2014
Q2 | $145K | Sell |
4,490
-650
| -13% | -$20K | 0.02% | 459 |
|
|
2014
Q1 | $160K | Sell |
5,140
-500
| -9% | -$15.4K | 0.03% | 391 |
|
|
2013
Q4 | $177K | Buy |
5,640
+159
| +3% | +$4.73K | 0.03% | 353 |
|
|
2013
Q3 | $148K | Sell |
5,481
-252
| -4% | -$6.76K | 0.03% | 393 |
|
|
2013
Q2 | $140K | Buy |
+5,733
| New | +$136K | 0.03% | 393 |
|
Other funds holding MS
VCM
VPM
Manchester Capital Management's MS Position: Q1 2026 in Review
Manchester Capital Management increased its Morgan Stanley (MS) stake by 0.42% in Q1 2026, buying an estimated $1.04K and bringing the position to 1,435 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #246.
Manchester Capital Management first reported a position in MS in Q2 2013 and has held it in 31 quarters since. The position peaked at $502K in Q2 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Manchester Capital Management held 1,435 shares of Morgan Stanley worth $236K as of Q1 2026.
- Manchester Capital Management bought 6 Morgan Stanley shares in Q1 2026, an estimated $1.04K.
- Morgan Stanley made up 0.03% of Manchester Capital Management's portfolio in Q1 2026, its #246 holding.
- Manchester Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 31 quarters since.
- Manchester Capital Management's Morgan Stanley position peaked at $502K in Q2 2025.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.