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Marvin & Palmer Associates’s Morgan Stanley MS Stock Holding History

Marvin & Palmer Associates’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 		– Sell
-50,818
Closed -$9.02M – 31
2025
Q4 		$9.02M Sell
50,818
-1,783
-3% -$297K 6.37% 5
2025
Q3 		$8.63M Buy
52,601
+18,610
+55% +$2.75M 6.41% 4
2025
Q2 		$4.79M Buy
33,991
+9,894
+41% +$1.22M 4.11% 10
2025
Q1 		$2.81M Sell
24,097
-30,280
-56% -$3.9M 4.2% 19
2024
Q4 		$6.84M Buy
+54,377
New +$6.7M 5.22% 7
2023
Q2 		– Sell
-110,310
Closed -$9.69M – 39
2023
Q1 		$9.69M Buy
110,310
+762
+0.7% +$71.1K 4.88% 7
2022
Q4 		$9.31M Buy
109,548
+5,889
+6% +$502K 4.9% 9
2022
Q3 		$8.19M Buy
103,659
+88,882
+601% +$7.49M 5.03% 8
2022
Q2 		$1.12M Hold
14,777
– – 0.58% 25
2022
Q1 		$1.29M Sell
14,777
-105,746
-88% -$10.2M 0.58% 26
2021
Q4 		$11.8M Sell
120,523
-14,494
-11% -$1.44M 5.06% 8
2021
Q3 		$13.1M Sell
135,017
-15,915
-11% -$1.58M 5.33% 2
2021
Q2 		$13.8M Sell
150,932
-1,609
-1% -$138K 5.66% 4
2021
Q1 		$11.8M Sell
152,541
-31,106
-17% -$2.38M 5.27% 4
2020
Q4 		$12.3M Buy
183,647
+27,563
+18% +$1.58M 4.91% 5
2020
Q3 		$7.55M Buy
156,084
+1,357
+0.9% +$68.4K 3.98% 13
2020
Q2 		$7.47M Buy
+154,727
New +$6.5M 4.51% 8
2016
Q1 		– Sell
-95,725
Closed -$3.04M – 56
2015
Q4 		$3.04M Sell
95,725
-2,600
-3% -$86.4K 3.12% 7
2015
Q3 		$3.1M Sell
98,325
-3,775
-4% -$137K 3.7% 5
2015
Q2 		$3.96M Buy
102,100
+20,600
+25% +$784K 3.75% 6
2015
Q1 		$2.91M Buy
81,500
+25,475
+45% +$914K 2.52% 11
2014
Q4 		$2.17M Buy
+56,025
New +$1.99M 2.21% 17

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

Marvin & Palmer Associates's MS Position: Q1 2026 in Review

Marvin & Palmer Associates sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 50,818 shares — an estimated $9.02M sold.

Marvin & Palmer Associates first reported a position in MS in Q4 2014 and held it in 22 quarters. The position peaked at $13.8M in Q2 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Marvin & Palmer Associates reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Marvin & Palmer Associates sold 50,818 Morgan Stanley shares in Q1 2026, an estimated $9.02M.
  • Marvin & Palmer Associates first reported a position in Morgan Stanley in Q4 2014 and held it in 22 quarters.
  • Marvin & Palmer Associates's Morgan Stanley position peaked at $13.8M in Q2 2021.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Marvin & Palmer Associates's 13F filing for Q1 2026, filed 8 May 2026.