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MQS Management’s Morgan Stanley MS Stock Holding History

MQS Management’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 		$298K Sell
1,809
-155
-8% -$26.8K 0.2% 229
2025
Q4 		$349K Buy
+1,964
New +$328K 0.21% 209
2024
Q2 		– Sell
-6,087
Closed -$573K – 572
2024
Q1 		$573K Buy
+6,087
New +$536K 0.33% 92
2023
Q4 		– Sell
-11,804
Closed -$964K – 605
2023
Q3 		$964K Buy
+11,804
New +$1.02M 0.59% 11
2023
Q2 		– Sell
-3,648
Closed -$320K – 547
2023
Q1 		$320K Buy
+3,648
New +$340K 0.21% 218

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

MQS Management's MS Position: Q1 2026 in Review

MQS Management reduced its Morgan Stanley (MS) stake by 7.9% in Q1 2026, selling an estimated $26.8K and leaving 1,809 shares worth $298K. The position accounts for 0.2% of the portfolio, ranked #229.

MQS Management first reported a position in MS in Q1 2023 and has held it in 5 quarters since. The position peaked at $964K in Q3 2023. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • MQS Management held 1,809 shares of Morgan Stanley worth $298K as of Q1 2026.
  • MQS Management sold 155 Morgan Stanley shares in Q1 2026, an estimated $26.8K.
  • Morgan Stanley made up 0.2% of MQS Management's portfolio in Q1 2026, its #229 holding.
  • MQS Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 5 quarters since.
  • MQS Management's Morgan Stanley position peaked at $964K in Q3 2023.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.