Navalign LLC’s Morgan Stanley MS Stock Holding History

Navalign LLC’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	–	Sell	-639	Closed	-$113K	–	347
2025 Q4	$113K	Buy	+639	New	+$107K	0.03%	149

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Navalign LLC's MS Position: Q1 2026 in Review

Navalign LLC sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 639 shares — an estimated $113K sold.

Navalign LLC first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $113K in Q4 2025. 2,495 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Navalign LLC reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 639 Morgan Stanley shares in Q1 2026, an estimated $113K.
Navalign LLC first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
Navalign LLC's Morgan Stanley position peaked at $113K in Q4 2025.
2,495 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.