Morgan Stanley
ESCA icon

Morgan Stanley’s Escalade ESCA Stock Holding History

Morgan Stanley’s Portfolio ESCA Stock Details ESCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.55M Sell
90,458
-27,709
-23% -$419K ﹤0.01% 4911
2025
Q4 		$1.59M Buy
118,167
+6,554
+6% +$81.6K ﹤0.01% 4944
2025
Q3 		$1.4M Sell
111,613
-20,133
-15% -$259K ﹤0.01% 4984
2025
Q2 		$1.84M Sell
131,746
-1,350
-1% -$19.9K ﹤0.01% 4752
2025
Q1 		$2.04M Sell
133,096
-21,242
-14% -$320K ﹤0.01% 4590
2024
Q4 		$2.2M Sell
154,338
-55,612
-26% -$804K ﹤0.01% 4626
2024
Q3 		$2.95M Sell
209,950
-48,096
-19% -$662K ﹤0.01% 4383
2024
Q2 		$3.56M Buy
258,046
+240,791
+1,395% +$3.23M ﹤0.01% 4162
2024
Q1 		$237K Sell
17,255
-30,871
-64% -$498K ﹤0.01% 5672
2023
Q4 		$967K Buy
48,126
+36,965
+331% +$684K ﹤0.01% 5312
2023
Q3 		$171K Sell
11,161
-7,549
-40% -$110K ﹤0.01% 5653
2023
Q2 		$250K Buy
18,710
+6,977
+59% +$94.9K ﹤0.01% 5543
2023
Q1 		$171K Buy
11,733
+9,222
+367% +$117K ﹤0.01% 5782
2022
Q4 		$25.6K Sell
2,511
-3,338
-57% -$34.7K ﹤0.01% 6575
2022
Q3 		$57K Sell
5,849
-15,315
-72% -$180K ﹤0.01% 6349
2022
Q2 		$275K Buy
21,164
+4,958
+31% +$64.9K ﹤0.01% 5733
2022
Q1 		$214K Sell
16,206
-19,816
-55% -$279K ﹤0.01% 5883
2021
Q4 		$569K Buy
36,022
+16,533
+85% +$298K ﹤0.01% 5468
2021
Q3 		$368K Sell
19,489
-10,844
-36% -$240K ﹤0.01% 5674
2021
Q2 		$696K Buy
30,333
+26,945
+795% +$617K ﹤0.01% 5309
2021
Q1 		$70K Sell
3,388
-6,552
-66% -$142K ﹤0.01% 6193
2020
Q4 		$211K Buy
9,940
+7,716
+347% +$158K ﹤0.01% 5561
2020
Q3 		$40K Sell
2,224
-989
-31% -$16.6K ﹤0.01% 5800
2020
Q2 		$45K Buy
3,213
+2,397
+294% +$22.2K ﹤0.01% 5711
2020
Q1 		$5K Sell
816
-15,559
-95% -$128K ﹤0.01% 6196
2019
Q4 		$161K Buy
16,375
+12,069
+280% +$131K ﹤0.01% 5492
2019
Q3 		$47K Buy
4,306
+3,730
+648% +$40.8K ﹤0.01% 5743
2019
Q2 		$6K Sell
576
-2,660
-82% -$30.7K ﹤0.01% 6261
2019
Q1 		$36K Sell
3,236
-18,754
-85% -$221K ﹤0.01% 5807
2018
Q4 		$251K Sell
21,990
-59
-0.3% -$697 ﹤0.01% 5190
2018
Q3 		$283K Sell
22,049
-1,846
-8% -$24.6K ﹤0.01% 5296
2018
Q2 		$337K Buy
23,895
+621
+3% +$8.66K ﹤0.01% 5318
2018
Q1 		$319K Buy
23,274
+897
+4% +$11.6K ﹤0.01% 5250
2017
Q4 		$276K Buy
22,377
+7,387
+49% +$98.3K ﹤0.01% 5291
2017
Q3 		$203K Sell
14,990
-2,526
-14% -$31.6K ﹤0.01% 5346
2017
Q2 		$230K Sell
17,516
-1,276
-7% -$16.2K ﹤0.01% 5264
2017
Q1 		$242K Sell
18,792
-18,114
-49% -$236K ﹤0.01% 5227
2016
Q4 		$487K Buy
36,906
+21,548
+140% +$280K ﹤0.01% 4950
2016
Q3 		$197K Sell
15,358
-15,559
-50% -$180K ﹤0.01% 5033
2016
Q2 		$316K Sell
30,917
-33,745
-52% -$365K ﹤0.01% 4699
2016
Q1 		$762K Sell
64,662
-31,272
-33% -$387K ﹤0.01% 4158
2015
Q4 		$1.27M Buy
95,934
+13,132
+16% +$185K ﹤0.01% 3876
2015
Q3 		$1.31M Buy
82,802
+44,282
+115% +$785K ﹤0.01% 3885
2015
Q2 		$708K Sell
38,520
-26,646
-41% -$488K ﹤0.01% 4458
2015
Q1 		$1.13M Sell
65,166
-8,603
-12% -$136K ﹤0.01% 4032
2014
Q4 		$1.11M Sell
73,769
-7,505
-9% -$95.7K ﹤0.01% 4066
2014
Q3 		$981K Buy
81,274
+23,426
+40% +$346K ﹤0.01% 4041
2014
Q2 		$934K Sell
57,848
-378
-0.6% -$5.75K ﹤0.01% 4109
2014
Q1 		$781K Buy
58,226
+27,160
+87% +$324K ﹤0.01% 4207
2013
Q4 		$365K Buy
31,066
+8,698
+39% +$86.1K ﹤0.01% 4679
2013
Q3 		$192K Sell
22,368
-4,402
-16% -$31.9K ﹤0.01% 4905
2013
Q2 		$165K Buy
+26,770
New +$162K ﹤0.01% 4923

Other funds holding ESCA

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley's ESCA Position: Q1 2026 in Review

Morgan Stanley reduced its Escalade (ESCA) stake by 23% in Q1 2026, selling an estimated $419K and leaving 90,458 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #4911.

Morgan Stanley first reported a position in ESCA in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.56M in Q2 2024. 84 funds tracked by Wall St. Rank hold ESCA as of Q1 2026.

  • Morgan Stanley held 90,458 shares of Escalade worth $1.55M as of Q1 2026.
  • Morgan Stanley sold 27,709 Escalade shares in Q1 2026, an estimated $419K.
  • Escalade made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4911 holding.
  • Morgan Stanley first reported a position in Escalade in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Escalade position peaked at $3.56M in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Escalade as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.