North Star Asset Management’s Morgan Stanley MS Stock Holding History

North Star Asset 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	$369K	Buy	2,243 +156	+7%	+$27K	0.02%	274
2025 Q4	$371K	Sell	2,087 -20	-0.9%	-$3.34K	0.01%	262
2025 Q3	$335K	Hold	2,107	–	–	0.01%	271
2025 Q2	$297K	Buy	2,107 +50	+2%	+$6.14K	0.01%	278
2025 Q1	$240K	Sell	2,057 -20	-1%	-$2.58K	0.01%	276
2024 Q4	$261K	Buy	+2,077	New	+$256K	0.01%	276
2017 Q4	–	Sell	-5,000	Closed	-$241K	–	296
2017 Q3	$241K	Hold	5,000	–	–	0.02%	231
2017 Q2	$223K	Hold	5,000	–	–	0.02%	232
2017 Q1	$214K	Hold	5,000	–	–	0.02%	227
2016 Q4	$211K	Buy	+5,000	New	+$189K	0.02%	222

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $295B AUM 31.6% 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

North Star Asset Management's MS Position: Q1 2026 in Review

North Star Asset Management increased its Morgan Stanley (MS) stake by 7.5% in Q1 2026, buying an estimated $27K and bringing the position to 2,243 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #274.

North Star Asset Management first reported a position in MS in Q4 2016 and has held it in 10 quarters since. The position peaked at $371K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

North Star Asset Management held 2,243 shares of Morgan Stanley worth $369K as of Q1 2026.
North Star Asset Management bought 156 Morgan Stanley shares in Q1 2026, an estimated $27K.
Morgan Stanley made up 0.02% of North Star Asset Management's portfolio in Q1 2026, its #274 holding.
North Star Asset Management first reported a position in Morgan Stanley in Q4 2016 and has held it in 10 quarters since.
North Star Asset Management's Morgan Stanley position peaked at $371K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on North Star Asset Management's 13F filing for Q1 2026, filed 6 May 2026.