Monetary Management Group’s Morgan Stanley MS Stock Holding History

Monetary Management Group’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	$165K	Hold	1,000	–	–	0.04%	208
2025 Q4	$178K	Hold	1,000	–	–	0.04%	196
2025 Q3	$159K	Hold	1,000	–	–	0.04%	209
2025 Q2	$141K	Hold	1,000	–	–	0.03%	215
2025 Q1	$117K	Hold	1,000	–	–	0.03%	223
2024 Q4	$126K	Hold	1,000	–	–	0.03%	223
2024 Q3	$104K	Hold	1,000	–	–	0.03%	228
2024 Q2	$97.2K	Hold	1,000	–	–	0.03%	230
2024 Q1	$94.2K	Sell	1,000 -500	-33%	-$44K	0.03%	231
2023 Q4	$140K	Hold	1,500	–	–	0.04%	205
2023 Q3	$123K	Hold	1,500	–	–	0.04%	210
2023 Q2	$128K	Hold	1,500	–	–	0.04%	209
2023 Q1	$132K	Hold	1,500	–	–	0.04%	209
2022 Q4	$128K	Hold	1,500	–	–	0.04%	213
2022 Q3	$119K	Hold	1,500	–	–	0.04%	206
2022 Q2	$114K	Hold	1,500	–	–	0.04%	205
2022 Q1	$131K	Buy	+1,500	New	+$145K	0.03%	206
2019 Q1	–	Sell	-1,250	Closed	-$50K	–	301
2018 Q4	$50K	Hold	1,250	–	–	0.02%	220
2018 Q3	$58K	Hold	1,250	–	–	0.02%	231
2018 Q2	$59K	Hold	1,250	–	–	0.02%	234
2018 Q1	$67K	Sell	1,250 -250	-17%	-$13.8K	0.03%	221
2017 Q4	$79K	Sell	1,500 -250	-14%	-$12.6K	0.03%	211
2017 Q3	$84K	Hold	1,750	–	–	0.04%	200
2017 Q2	$78K	Hold	1,750	–	–	0.03%	206
2017 Q1	$75K	Hold	1,750	–	–	0.03%	204
2016 Q4	$74K	Hold	1,750	–	–	0.03%	201
2016 Q3	$56K	Hold	1,750	–	–	0.03%	213
2016 Q2	$45K	Sell	1,750 -750	-30%	-$19.6K	0.02%	228
2016 Q1	$63K	Hold	2,500	–	–	0.03%	198
2015 Q4	$80K	Buy	+2,500	New	+$83.1K	0.04%	187

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Monetary Management Group's MS Position: Q1 2026 in Review

Monetary Management Group held its Morgan Stanley (MS) position steady in Q1 2026 at 1,000 shares worth $165K. The position accounts for 0.04% of the portfolio, ranked #208.

Monetary Management Group first reported a position in MS in Q4 2015 and has held it in 30 quarters since. The position peaked at $178K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Monetary Management Group held 1,000 shares of Morgan Stanley worth $165K as of Q1 2026.
Monetary Management Group left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.04% of Monetary Management Group's portfolio in Q1 2026, its #208 holding.
Monetary Management Group first reported a position in Morgan Stanley in Q4 2015 and has held it in 30 quarters since.
Monetary Management Group's Morgan Stanley position peaked at $178K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.