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Means Investment Company’s Morgan Stanley MS Stock Holding History

Means Investment Company’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 		$576K Buy
3,503
+1,654
+89% +$286K 0.05% 118
2025
Q4 		$328K Sell
1,849
-1,440
-44% -$240K 0.03% 148
2025
Q3 		$523K Buy
3,289
+989
+43% +$146K 0.05% 127
2025
Q2 		$324K Buy
2,300
+10
+0.4% +$1.23K 0.03% 156
2025
Q1 		$267K Sell
2,290
-31
-1% -$3.99K 0.03% 167
2024
Q4 		$292K Buy
2,321
+260
+13% +$32K 0.03% 162
2024
Q3 		$215K Buy
+2,061
New +$208K 0.02% 195

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

Means Investment Company's MS Position: Q1 2026 in Review

Means Investment Company increased its Morgan Stanley (MS) stake by 89% in Q1 2026, buying an estimated $286K and bringing the position to 3,503 shares worth $576K. The position accounts for 0.05% of the portfolio, ranked #118.

Means Investment Company first reported a position in MS in Q3 2024 and has held it in 7 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Means Investment Company held 3,503 shares of Morgan Stanley worth $576K as of Q1 2026.
  • Means Investment Company bought 1,654 Morgan Stanley shares in Q1 2026, an estimated $286K.
  • Morgan Stanley made up 0.05% of Means Investment Company's portfolio in Q1 2026, its #118 holding.
  • Means Investment Company first reported a position in Morgan Stanley in Q3 2024 and has held it in 7 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.