MWAM
MS icon

Manhattan West Asset Management’s Morgan Stanley MS Stock Holding History

Manhattan West Asset 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 		$406K Buy
2,469
+414
+20% +$71.7K 0.08% 114
2025
Q4 		$365K Sell
2,055
-12
-0.6% -$2K 0.07% 115
2025
Q3 		$329K Hold
2,067
– – 0.07% 118
2025
Q2 		$291K Buy
2,067
+260
+14% +$31.9K 0.07% 119
2025
Q1 		$211K Buy
+1,807
New +$233K 0.05% 135

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 $295B AUM 31.6% 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

Manhattan West Asset Management's MS Position: Q1 2026 in Review

Manhattan West Asset Management increased its Morgan Stanley (MS) stake by 20% in Q1 2026, buying an estimated $71.7K and bringing the position to 2,469 shares worth $406K. The position accounts for 0.08% of the portfolio, ranked #114.

Manhattan West Asset Management first reported a position in MS in Q1 2025 and has held it in 5 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Manhattan West Asset Management held 2,469 shares of Morgan Stanley worth $406K as of Q1 2026.
  • Manhattan West Asset Management bought 414 Morgan Stanley shares in Q1 2026, an estimated $71.7K.
  • Morgan Stanley made up 0.08% of Manhattan West Asset Management's portfolio in Q1 2026, its #114 holding.
  • Manhattan West Asset Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 5 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Manhattan West Asset Management's 13F filing for Q1 2026, filed 14 May 2026.