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Marest Capital’s Morgan Stanley MS Stock Holding History

Marest 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 		$401K Buy
+2,437
New +$422K 0.23% 20
2024
Q2 		– Sell
-3,855
Closed -$363K – 23
2024
Q1 		$363K Buy
+3,855
New +$339K 0.33% 18

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

Marest Capital's MS Position: Q1 2026 in Review

Marest Capital opened a new position in Morgan Stanley (MS) in Q1 2026: 2,437 shares worth $401K. The stake represents 0.23% of the portfolio and ranks #20 among its holdings. This is a return to the name: Marest Capital previously reported a position in MS as recently as Q1 2024.

Marest Capital first reported a position in MS in Q1 2024 and has held it in 2 quarters since. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Marest Capital held 2,437 shares of Morgan Stanley worth $401K as of Q1 2026.
  • Morgan Stanley was a new Marest Capital position in Q1 2026.
  • Morgan Stanley made up 0.23% of Marest Capital's portfolio in Q1 2026, its #20 holding.
  • Marest Capital first reported a position in Morgan Stanley in Q1 2024 and has held it in 2 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Marest Capital's 13F filing for Q1 2026, filed 11 May 2026.