Novare Capital Management’s Morgan Stanley MS Stock Holding History

Novare Capital 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	$251K	Sell	1,525 -22	-1%	-$3.81K	0.02%	178
2025 Q4	$275K	Buy	+1,547	New	+$258K	0.02%	171
2023 Q1	–	Sell	-2,775	Closed	-$236K	–	178
2022 Q4	$236K	Buy	2,775 +15	+0.5%	+$1.28K	0.03%	163
2022 Q3	$218K	Sell	2,760 -225	-8%	-$19K	0.03%	158
2022 Q2	$227K	Sell	2,985 -960	-24%	-$78.6K	0.03%	152
2022 Q1	$345K	Buy	+3,945	New	+$381K	0.04%	135

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

Novare Capital Management's MS Position: Q1 2026 in Review

Novare Capital Management reduced its Morgan Stanley (MS) stake by 1.4% in Q1 2026, selling an estimated $3.81K and leaving 1,525 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #178.

Novare Capital Management first reported a position in MS in Q1 2022 and has held it in 6 quarters since. The position peaked at $345K in Q1 2022. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Novare Capital Management held 1,525 shares of Morgan Stanley worth $251K as of Q1 2026.
Novare Capital Management sold 22 Morgan Stanley shares in Q1 2026, an estimated $3.81K.
Morgan Stanley made up 0.02% of Novare Capital Management's portfolio in Q1 2026, its #178 holding.
Novare Capital Management first reported a position in Morgan Stanley in Q1 2022 and has held it in 6 quarters since.
Novare Capital Management's Morgan Stanley position peaked at $345K in Q1 2022.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.