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Myriad Asset Management US’s Morgan Stanley MS Stock Holding History

Myriad Asset Management US’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 		$674K Sell
4,094
-201
-5% -$34.8K 1.01% 17
2025
Q4 		$762K Sell
4,295
-11,048
-72% -$1.84M 1.28% 16
2025
Q3 		$2.44M Buy
+15,343
New +$2.27M 1.33% 17
2025
Q1 		– Sell
-8,194
Closed -$1.03M – 50
2024
Q4 		$1.03M Buy
+8,194
New +$1.01M 0.69% 44

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

Myriad Asset Management US's MS Position: Q1 2026 in Review

Myriad Asset Management US reduced its Morgan Stanley (MS) stake by 4.7% in Q1 2026, selling an estimated $34.8K and leaving 4,094 shares worth $674K. The position accounts for 1.01% of the portfolio, ranked #17.

Myriad Asset Management US first reported a position in MS in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.44M in Q3 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Myriad Asset Management US held 4,094 shares of Morgan Stanley worth $674K as of Q1 2026.
  • Myriad Asset Management US sold 201 Morgan Stanley shares in Q1 2026, an estimated $34.8K.
  • Morgan Stanley made up 1.01% of Myriad Asset Management US's portfolio in Q1 2026, its #17 holding.
  • Myriad Asset Management US first reported a position in Morgan Stanley in Q4 2024 and has held it in 4 quarters since.
  • Myriad Asset Management US's Morgan Stanley position peaked at $2.44M in Q3 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Myriad Asset Management US's 13F filing for Q1 2026, filed 15 Apr 2026.