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Pallas Capital Advisors’s Morgan Stanley MS Stock Holding History

Pallas Capital Advisors’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 		$630K Buy
3,829
+354
+10% +$61.3K 0.02% 442
2025
Q4 		$617K Buy
3,475
+488
+16% +$81.4K 0.02% 477
2025
Q3 		$475K Sell
2,987
-240
-7% -$35.4K 0.02% 534
2025
Q2 		$455K Sell
3,227
-70
-2% -$8.6K 0.02% 531
2025
Q1 		$385K Buy
3,297
+272
+9% +$35K 0.02% 539
2024
Q4 		$380K Buy
3,025
+58
+2% +$7.14K 0.02% 428
2024
Q3 		$354K Buy
2,967
+145
+5% +$14.6K 0.02% 438
2024
Q2 		$296K Buy
2,822
+396
+16% +$37.7K 0.01% 409
2024
Q1 		$228K Buy
+2,426
New +$214K 0.01% 393
2023
Q3 		– Sell
-2,701
Closed -$233K – 353
2023
Q2 		$233K Sell
2,701
-3,669
-58% -$314K 0.01% 241
2023
Q1 		$575K Sell
6,370
-3,103
-33% -$290K 0.05% 174
2022
Q4 		$912K Sell
9,473
-602
-6% -$51.3K 0.09% 157
2022
Q3 		$842K Buy
10,075
+31
+0.3% +$2.61K 0.09% 142
2022
Q2 		$828K Sell
10,044
-734
-7% -$60.1K 0.11% 127
2022
Q1 		$914K Sell
10,778
-734
-6% -$70.8K 0.12% 122
2021
Q4 		$1.14M Buy
11,512
+224
+2% +$22.3K 0.14% 113
2021
Q3 		$1.16M Sell
11,288
-1,471
-12% -$146K 0.13% 135
2021
Q2 		$1.23M Buy
12,759
+890
+7% +$76.3K 0.17% 101
2021
Q1 		$1.03M Buy
+11,869
New +$910K 0.23% 77

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pallas Capital Advisors's MS Position: Q1 2026 in Review

Pallas Capital Advisors increased its Morgan Stanley (MS) stake by 10% in Q1 2026, buying an estimated $61.3K and bringing the position to 3,829 shares worth $630K. The position accounts for 0.02% of the portfolio, ranked #442.

Pallas Capital Advisors first reported a position in MS in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.23M in Q2 2021. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Pallas Capital Advisors held 3,829 shares of Morgan Stanley worth $630K as of Q1 2026.
  • Pallas Capital Advisors bought 354 Morgan Stanley shares in Q1 2026, an estimated $61.3K.
  • Morgan Stanley made up 0.02% of Pallas Capital Advisors's portfolio in Q1 2026, its #442 holding.
  • Pallas Capital Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 19 quarters since.
  • Pallas Capital Advisors's Morgan Stanley position peaked at $1.23M in Q2 2021.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.