MHC
MS icon

May Hill Capital’s Morgan Stanley MS Stock Holding History

May Hill 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 		$639K Buy
3,880
+453
+13% +$78.4K 0.16% 92
2025
Q4 		$608K Buy
3,427
+36
+1% +$6K 0.16% 90
2025
Q3 		$539K Buy
3,391
+1,259
+59% +$186K 0.16% 93
2025
Q2 		$300K Sell
2,132
-92
-4% -$11.3K 0.1% 142
2025
Q1 		$260K Buy
2,224
+19
+0.9% +$2.45K 0.1% 142
2024
Q4 		$277K Buy
+2,205
New +$272K 0.11% 124

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

May Hill Capital's MS Position: Q1 2026 in Review

May Hill Capital increased its Morgan Stanley (MS) stake by 13% in Q1 2026, buying an estimated $78.4K and bringing the position to 3,880 shares worth $639K. The position accounts for 0.16% of the portfolio, ranked #92.

May Hill Capital first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • May Hill Capital held 3,880 shares of Morgan Stanley worth $639K as of Q1 2026.
  • May Hill Capital bought 453 Morgan Stanley shares in Q1 2026, an estimated $78.4K.
  • Morgan Stanley made up 0.16% of May Hill Capital's portfolio in Q1 2026, its #92 holding.
  • May Hill Capital first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.