Moors & Cabot
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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
Q3 		$1.15M Buy
6,103
+1,663
+37% +$353K 0.04% 354
2026
Q2 		$928K Buy
4,440
+290
+7% +$57.4K 0.04% 411
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 $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Moors & Cabot's MS Position: Q3 2026 in Review

Moors & Cabot increased its Morgan Stanley (MS) stake by 37% in Q3 2026, buying an estimated $353K and bringing the position to 6,103 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #354.

Moors & Cabot first reported a position in MS in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.2M in Q1 2022. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Moors & Cabot held 6,103 shares of Morgan Stanley worth $1.15M as of Q3 2026.
  • Moors & Cabot bought 1,663 Morgan Stanley shares in Q3 2026, an estimated $353K.
  • Morgan Stanley made up 0.04% of Moors & Cabot's portfolio in Q3 2026, its #354 holding.
  • Moors & Cabot first reported a position in Morgan Stanley in Q3 2020 and has held it in 25 quarters since.
  • Moors & Cabot's Morgan Stanley position peaked at $2.2M in Q1 2022.
  • 1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.