Northcape Wealth Management’s Morgan Stanley MS Stock Holding History

Northcape Wealth 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	$2.36M	Hold	14,347	–	–	0.64%	53
2025 Q4	$2.55M	Sell	14,347 -300	-2%	-$50K	0.72%	47
2025 Q3	$2.33M	Hold	14,647	–	–	0.68%	47
2025 Q2	$2.06M	Sell	14,647 -54	-0.4%	-$6.63K	0.63%	51
2025 Q1	$1.72M	Sell	14,701 -555	-4%	-$71.5K	0.55%	60
2024 Q4	$1.92M	Sell	15,256 -46	-0.3%	-$5.67K	0.62%	55
2024 Q3	$1.6M	Hold	15,302	–	–	0.52%	64
2024 Q2	$1.49M	Sell	15,302 -47	-0.3%	-$4.47K	0.54%	62
2024 Q1	$1.45M	Sell	15,349 -242	-2%	-$21.3K	0.53%	62
2023 Q4	$1.45M	Sell	15,591 -949	-6%	-$75.9K	0.53%	62
2023 Q3	$1.35M	Sell	16,540 -626	-4%	-$54.4K	0.52%	64
2023 Q2	$1.47M	Sell	17,166 -89	-0.5%	-$7.61K	0.53%	59
2023 Q1	$1.51M	Buy	+17,255	New	+$1.61M	0.55%	60

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

Northcape Wealth Management's MS Position: Q1 2026 in Review

Northcape Wealth Management held its Morgan Stanley (MS) position steady in Q1 2026 at 14,347 shares worth $2.36M. The position accounts for 0.64% of the portfolio, ranked #53.

Northcape Wealth Management first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.55M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Northcape Wealth Management held 14,347 shares of Morgan Stanley worth $2.36M as of Q1 2026.
Northcape Wealth Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.64% of Northcape Wealth Management's portfolio in Q1 2026, its #53 holding.
Northcape Wealth Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
Northcape Wealth Management's Morgan Stanley position peaked at $2.55M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.