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
2024
Q3 		– Sell
-300
Closed -$1.38K – 901
2024
Q2 		$1.38K Buy
+300
New +$28.6K ﹤0.01% 858
2021
Q4 		– Sell
-300
Closed -$1K – 947
2021
Q3 		$1K Buy
+300
New +$29.7K ﹤0.01% 860

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. 2,489 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.
  • 2,489 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.