Morgan Stanley’s Amalgamated Financial AMAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.25M | Sell |
135,135
-20,703
| -13% | -$785K | ﹤0.01% | 4096 |
|
|
2025
Q4 | $4.99M | Sell |
155,838
-3,623
| -2% | -$105K | ﹤0.01% | 4173 |
|
|
2025
Q3 | $4.33M | Sell |
159,461
-21,520
| -12% | -$640K | ﹤0.01% | 4270 |
|
|
2025
Q2 | $5.65M | Buy |
180,981
+9,106
| +5% | +$267K | ﹤0.01% | 3960 |
|
|
2025
Q1 | $4.94M | Sell |
171,875
-46,171
| -21% | -$1.51M | ﹤0.01% | 3938 |
|
|
2024
Q4 | $7.3M | Buy |
218,046
+10,208
| +5% | +$351K | ﹤0.01% | 3661 |
|
|
2024
Q3 | $6.52M | Buy |
207,838
+56,914
| +38% | +$1.73M | ﹤0.01% | 3754 |
|
|
2024
Q2 | $4.14M | Sell |
150,924
-47,950
| -24% | -$1.17M | ﹤0.01% | 4037 |
|
|
2024
Q1 | $4.77M | Sell |
198,874
-368,184
| -65% | -$9.05M | ﹤0.01% | 3951 |
|
|
2023
Q4 | $15.3M | Buy |
567,058
+462,341
| +442% | +$9.51M | ﹤0.01% | 3580 |
|
|
2023
Q3 | $1.8M | Buy |
104,717
+244
| +0.2% | +$4.42K | ﹤0.01% | 4450 |
|
|
2023
Q2 | $1.68M | Sell |
104,473
-41,023
| -28% | -$659K | ﹤0.01% | 4532 |
|
|
2023
Q1 | $2.57M | Sell |
145,496
-131,513
| -47% | -$2.89M | ﹤0.01% | 4293 |
|
|
2022
Q4 | $6.38M | Sell |
277,009
-18,186
| -6% | -$441K | ﹤0.01% | 3521 |
|
|
2022
Q3 | $6.66M | Buy |
295,195
+75,612
| +34% | +$1.7M | ﹤0.01% | 3403 |
|
|
2022
Q2 | $4.34M | Buy |
219,583
+119,378
| +119% | +$2.3M | ﹤0.01% | 3886 |
|
|
2022
Q1 | $1.8M | Sell |
100,205
-16,482
| -14% | -$282K | ﹤0.01% | 4593 |
|
|
2021
Q4 | $1.96M | Buy |
116,687
+33,438
| +40% | +$582K | ﹤0.01% | 4607 |
|
|
2021
Q3 | $1.32M | Sell |
83,249
-11,146
| -12% | -$171K | ﹤0.01% | 4873 |
|
|
2021
Q2 | $1.48M | Buy |
94,395
+35,025
| +59% | +$567K | ﹤0.01% | 4850 |
|
|
2021
Q1 | $984K | Sell |
59,370
-16,450
| -22% | -$267K | ﹤0.01% | 4741 |
|
|
2020
Q4 | $1.04M | Buy |
75,820
+47,046
| +164% | +$598K | ﹤0.01% | 4645 |
|
|
2020
Q3 | $305K | Buy |
28,774
+14,583
| +103% | +$170K | ﹤0.01% | 4897 |
|
|
2020
Q2 | $180K | Buy |
14,191
+4,656
| +49% | +$49.3K | ﹤0.01% | 5123 |
|
|
2020
Q1 | $103K | Sell |
9,535
-24,170
| -72% | -$387K | ﹤0.01% | 5171 |
|
|
2019
Q4 | $656K | Buy |
33,705
+13,913
| +70% | +$256K | ﹤0.01% | 4772 |
|
|
2019
Q3 | $317K | Buy |
19,792
+19,033
| +2,508% | +$311K | ﹤0.01% | 4899 |
|
|
2019
Q2 | $13K | Sell |
759
-2,659
| -78% | -$44.5K | ﹤0.01% | 6058 |
|
|
2019
Q1 | $54K | Sell |
3,418
-15,084
| -82% | -$271K | ﹤0.01% | 5629 |
|
|
2018
Q4 | $361K | Buy |
18,502
+2,938
| +19% | +$57.7K | ﹤0.01% | 5000 |
|
|
2018
Q3 | $300K | Buy |
+15,564
| New | +$279K | ﹤0.01% | 5266 |
|
Other funds holding AMAL
NAMI
VCM
VPM
Morgan Stanley's AMAL Position: Q1 2026 in Review
Morgan Stanley reduced its Amalgamated Financial (AMAL) stake by 13% in Q1 2026, selling an estimated $785K and leaving 135,135 shares worth $5.25M. The position accounts for ﹤0.01% of the portfolio, ranked #4096.
Morgan Stanley first reported a position in AMAL in Q3 2018 and has held it in 31 quarters since. The position peaked at $15.3M in Q4 2023. 176 funds tracked by Wall St. Rank hold AMAL as of Q1 2026.
- Morgan Stanley held 135,135 shares of Amalgamated Financial worth $5.25M as of Q1 2026.
- Morgan Stanley sold 20,703 Amalgamated Financial shares in Q1 2026, an estimated $785K.
- Amalgamated Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4096 holding.
- Morgan Stanley first reported a position in Amalgamated Financial in Q3 2018 and has held it in 31 quarters since.
- Morgan Stanley's Amalgamated Financial position peaked at $15.3M in Q4 2023.
- 176 funds tracked by Wall St. Rank held Amalgamated Financial as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.