MGP
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Metis Global Partners’s Morgan Stanley MS Stock Holding History

Metis Global Partners’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 		$7.29M Sell
44,302
-4,877
-10% -$844K 0.18% 97
2025
Q4 		$8.73M Sell
49,179
-4,162
-8% -$694K 0.21% 77
2025
Q3 		$8.48M Sell
53,341
-2,624
-5% -$387K 0.2% 79
2025
Q2 		$7.88M Sell
55,965
-4,123
-7% -$506K 0.2% 79
2025
Q1 		$7.01M Buy
60,088
+6,737
+13% +$868K 0.2% 92
2024
Q4 		$6.71M Buy
53,351
+1,152
+2% +$142K 0.2% 77
2024
Q3 		$5.44M Buy
52,199
+375
+0.7% +$37.8K 0.17% 102
2024
Q2 		$5.04M Sell
51,824
-466
-0.9% -$44.4K 0.17% 98
2024
Q1 		$4.92M Sell
52,290
-39
-0.1% -$3.43K 0.18% 99
2023
Q4 		$4.88M Sell
52,329
-5,924
-10% -$474K 0.19% 94
2023
Q3 		$4.76M Buy
58,253
+8,945
+18% +$777K 0.23% 84
2023
Q2 		$4.21M Buy
49,308
+625
+1% +$53.5K 0.23% 85
2023
Q1 		$4.27M Buy
48,683
+9,192
+23% +$858K 0.27% 74
2022
Q4 		$3.36M Buy
39,491
+19,939
+102% +$1.7M 0.3% 71
2022
Q3 		$1.54M Sell
19,552
-878
-4% -$74K 0.25% 91
2022
Q2 		$1.55M Sell
20,430
-1,674
-8% -$137K 0.25% 90
2022
Q1 		$1.93M Buy
22,104
+9,510
+76% +$917K 0.23% 81
2021
Q4 		$1.24M Buy
+12,594
New +$1.25M 0.34% 64

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

Metis Global Partners's MS Position: Q1 2026 in Review

Metis Global Partners reduced its Morgan Stanley (MS) stake by 9.9% in Q1 2026, selling an estimated $844K and leaving 44,302 shares worth $7.29M. The position accounts for 0.18% of the portfolio, ranked #97.

Metis Global Partners first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.73M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Metis Global Partners held 44,302 shares of Morgan Stanley worth $7.29M as of Q1 2026.
  • Metis Global Partners sold 4,877 Morgan Stanley shares in Q1 2026, an estimated $844K.
  • Morgan Stanley made up 0.18% of Metis Global Partners's portfolio in Q1 2026, its #97 holding.
  • Metis Global Partners first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • Metis Global Partners's Morgan Stanley position peaked at $8.73M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Metis Global Partners's 13F filing for Q1 2026, filed 7 May 2026.