North Star Investment Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $781K | Sell |
4,747
-35
| -0.7% | -$6.06K | 0.05% | 323 |
|
|
2025
Q4 | $849K | Sell |
4,782
-1,979
| -29% | -$330K | 0.05% | 262 |
|
|
2025
Q3 | $1.07M | Sell |
6,761
-243
| -3% | -$35.9K | 0.07% | 222 |
|
|
2025
Q2 | $987K | Sell |
7,004
-200
| -3% | -$24.6K | 0.07% | 227 |
|
|
2025
Q1 | $841K | Hold |
7,204
| – | – | 0.06% | 253 |
|
|
2024
Q4 | $906K | Sell |
7,204
-12
| -0.2% | -$1.48K | 0.06% | 242 |
|
|
2024
Q3 | $752K | Sell |
7,216
-348
| -5% | -$35K | 0.05% | 267 |
|
|
2024
Q2 | $735K | Sell |
7,564
-144
| -2% | -$13.7K | 0.05% | 271 |
|
|
2024
Q1 | $726K | Hold |
7,708
| – | – | 0.05% | 279 |
|
|
2023
Q4 | $719K | Hold |
7,708
| – | – | 0.06% | 280 |
|
|
2023
Q3 | $630K | Hold |
7,708
| – | – | 0.05% | 292 |
|
|
2023
Q2 | $658K | Hold |
7,708
| – | – | 0.05% | 302 |
|
|
2023
Q1 | $677K | Buy |
7,708
+2,502
| +48% | +$234K | 0.06% | 303 |
|
|
2022
Q4 | $443K | Buy |
5,206
+54
| +1% | +$4.6K | 0.04% | 346 |
|
|
2022
Q3 | $407K | Sell |
5,152
-147
| -3% | -$12.4K | 0.04% | 311 |
|
|
2022
Q2 | $403K | Buy |
5,299
+128
| +2% | +$10.5K | 0.04% | 316 |
|
|
2022
Q1 | $452K | Sell |
5,171
-59
| -1% | -$5.69K | 0.04% | 312 |
|
|
2021
Q4 | $513K | Buy |
5,230
+104
| +2% | +$10.4K | 0.04% | 302 |
|
|
2021
Q3 | $499K | Buy |
5,126
+261
| +5% | +$25.9K | 0.04% | 300 |
|
|
2021
Q2 | $446K | Buy |
4,865
+235
| +5% | +$20.1K | 0.04% | 308 |
|
|
2021
Q1 | $360K | Hold |
4,630
| – | – | 0.03% | 304 |
|
|
2020
Q4 | $317K | Sell |
4,630
-40
| -0.9% | -$2.29K | 0.03% | 308 |
|
|
2020
Q3 | $226K | Hold |
4,670
| – | – | 0.03% | 331 |
|
|
2020
Q2 | $226K | Sell |
4,670
-6,886
| -60% | -$289K | 0.03% | 316 |
|
|
2020
Q1 | $393K | Buy |
11,556
+1,980
| +21% | +$93.3K | 0.06% | 241 |
|
|
2019
Q4 | $490K | Hold |
9,576
| – | – | 0.05% | 273 |
|
|
2019
Q3 | $409K | Buy |
+9,576
| New | +$409K | 0.05% | 284 |
|
|
2019
Q2 | – | Sell |
-1,560
| Closed | -$66K | – | 717 |
|
|
2019
Q1 | $66K | Buy |
1,560
+720
| +86% | +$30.3K | 0.01% | 503 |
|
|
2018
Q4 | $33K | Hold |
840
| – | – | ﹤0.01% | 592 |
|
|
2018
Q3 | $39K | Hold |
840
| – | – | ﹤0.01% | 614 |
|
|
2018
Q2 | $40K | Hold |
840
| – | – | ﹤0.01% | 608 |
|
|
2018
Q1 | $45K | Hold |
840
| – | – | 0.01% | 582 |
|
|
2017
Q4 | $44K | Hold |
840
| – | – | 0.01% | 566 |
|
|
2017
Q3 | $40K | Hold |
840
| – | – | 0.01% | 585 |
|
|
2017
Q2 | $37K | Hold |
840
| – | – | ﹤0.01% | 592 |
|
|
2017
Q1 | $36K | Buy |
840
+60
| +8% | +$2.66K | 0.01% | 577 |
|
|
2016
Q4 | $33K | Hold |
780
| – | – | 0.01% | 555 |
|
|
2016
Q3 | $25K | Hold |
780
| – | – | ﹤0.01% | 511 |
|
|
2016
Q2 | $20K | Hold |
780
| – | – | ﹤0.01% | 536 |
|
|
2016
Q1 | $20K | Hold |
780
| – | – | ﹤0.01% | 510 |
|
|
2015
Q4 | $25K | Hold |
780
| – | – | ﹤0.01% | 475 |
|
|
2015
Q3 | $25K | Hold |
780
| – | – | 0.01% | 484 |
|
|
2015
Q2 | $30K | Hold |
780
| – | – | 0.01% | 447 |
|
|
2015
Q1 | $28K | Hold |
780
| – | – | 0.01% | 441 |
|
|
2014
Q4 | $30K | Hold |
780
| – | – | 0.01% | 427 |
|
|
2014
Q3 | $27K | Hold |
780
| – | – | 0.01% | 427 |
|
|
2014
Q2 | $25K | Hold |
780
| – | – | 0.01% | 467 |
|
|
2014
Q1 | $24K | Buy |
+780
| New | +$24.1K | 0.01% | 452 |
|
Other funds holding MS
VCM
VPM
North Star Investment Management's MS Position: Q1 2026 in Review
North Star Investment Management reduced its Morgan Stanley (MS) stake by 0.73% in Q1 2026, selling an estimated $6.06K and leaving 4,747 shares worth $781K. The position accounts for 0.05% of the portfolio, ranked #323.
North Star Investment Management first reported a position in MS in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.07M in Q3 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- North Star Investment Management held 4,747 shares of Morgan Stanley worth $781K as of Q1 2026.
- North Star Investment Management sold 35 Morgan Stanley shares in Q1 2026, an estimated $6.06K.
- Morgan Stanley made up 0.05% of North Star Investment Management's portfolio in Q1 2026, its #323 holding.
- North Star Investment Management first reported a position in Morgan Stanley in Q1 2014 and has held it in 48 quarters since.
- North Star Investment Management's Morgan Stanley position peaked at $1.07M in Q3 2025.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.