Noesis Capital Mangement’s Morgan Stanley MS Stock Holding History

Noesis Capital Mangement’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	-1,715	Closed	-$304K	–	134
2025 Q4	$304K	Buy	1,715 +49	+3%	+$8.17K	0.04%	96
2025 Q3	$265K	Buy	1,666 +11	+0.7%	+$1.62K	0.04%	102
2025 Q2	$233K	Buy	+1,655	New	+$203K	0.04%	117
2025 Q1	–	Sell	-1,698	Closed	-$213K	–	129
2024 Q4	$213K	Buy	+1,698	New	+$209K	0.04%	109
2018 Q2	–	Sell	-4,259	Closed	-$230K	–	100
2018 Q1	$230K	Hold	4,259	–	–	0.09%	87
2017 Q4	$223K	Buy	+4,259	New	+$215K	0.08%	94

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Noesis Capital Mangement's MS Position: Q1 2026 in Review

Noesis Capital Mangement sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,715 shares — an estimated $304K sold.

Noesis Capital Mangement first reported a position in MS in Q4 2017 and held it in 6 quarters. The position peaked at $304K in Q4 2025. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Noesis Capital Mangement reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Noesis Capital Mangement sold 1,715 Morgan Stanley shares in Q1 2026, an estimated $304K.
Noesis Capital Mangement first reported a position in Morgan Stanley in Q4 2017 and held it in 6 quarters.
Noesis Capital Mangement's Morgan Stanley position peaked at $304K in Q4 2025.
2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Noesis Capital Mangement's 13F filing for Q1 2026, filed 5 May 2026.