MC
MS icon

Moors & Cabot’s Morgan Stanley MS Stock Holding History

Moors & Cabot’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 		$683K Sell
4,150
-221
-5% -$38.3K 0.03% 467
2025
Q4 		$776K Buy
4,371
+185
+4% +$30.9K 0.03% 418
2025
Q3 		$665K Sell
4,186
-95
-2% -$14K 0.03% 449
2025
Q2 		$603K Sell
4,281
-385
-8% -$47.3K 0.03% 460
2025
Q1 		$544K Sell
4,666
-61
-1% -$7.86K 0.03% 464
2024
Q4 		$594K Buy
4,727
+76
+2% +$9.36K 0.03% 448
2024
Q3 		$485K Sell
4,651
-1,313
-22% -$132K 0.02% 506
2024
Q2 		$580K Sell
5,964
-603
-9% -$57.4K 0.03% 436
2024
Q1 		$618K Sell
6,567
-2,205
-25% -$194K 0.03% 430
2023
Q4 		$818K Buy
8,772
+803
+10% +$64.2K 0.05% 317
2023
Q3 		$651K Sell
7,969
-2,361
-23% -$205K 0.04% 359
2023
Q2 		$882K Buy
10,330
+871
+9% +$74.5K 0.06% 286
2023
Q1 		$830K Sell
9,459
-3,763
-28% -$351K 0.06% 303
2022
Q4 		$1.12M Sell
13,222
-3,299
-20% -$281K 0.08% 249
2022
Q3 		$1.3M Sell
16,521
-15,343
-48% -$1.29M 0.1% 206
2022
Q2 		$2.1M Buy
31,864
+2,238
+8% +$183K 0.15% 143
2022
Q1 		$2.2M Buy
29,626
+7,800
+36% +$753K 0.14% 161
2021
Q4 		$1.69M Buy
21,826
+1,916
+10% +$191K 0.1% 196
2021
Q3 		$1.5M Sell
19,910
-603
-3% -$59.7K 0.09% 207
2021
Q2 		$1.48M Buy
20,513
+478
+2% +$41K 0.1% 198
2021
Q1 		$1.24M Buy
20,035
+13,945
+229% +$1.07M 0.1% 206
2020
Q4 		$416K Buy
6,090
+294
+5% +$16.9K 0.04% 426
2020
Q3 		$280K Buy
+5,796
New +$292K 0.03% 490

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

Moors & Cabot's MS Position: Q1 2026 in Review

Moors & Cabot reduced its Morgan Stanley (MS) stake by 5.1% in Q1 2026, selling an estimated $38.3K and leaving 4,150 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #467.

Moors & Cabot first reported a position in MS in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.2M in Q1 2022. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Moors & Cabot held 4,150 shares of Morgan Stanley worth $683K as of Q1 2026.
  • Moors & Cabot sold 221 Morgan Stanley shares in Q1 2026, an estimated $38.3K.
  • Morgan Stanley made up 0.03% of Moors & Cabot's portfolio in Q1 2026, its #467 holding.
  • Moors & Cabot first reported a position in Morgan Stanley in Q3 2020 and has held it in 23 quarters since.
  • Moors & Cabot's Morgan Stanley position peaked at $2.2M in Q1 2022.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.