&Partners’s Morgan Stanley MS Stock Holding History

&Partners’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	$25.7M	Buy	156,335 +9,644	+7%	+$1.67M	0.13%	149
2025 Q4	$26M	Buy	146,691 +35,824	+32%	+$5.98M	0.14%	142
2025 Q3	$17.5M	Buy	110,867 +37,984	+52%	+$5.61M	0.11%	170
2025 Q2	$10.3M	Buy	72,883 +21,137	+41%	+$2.6M	0.08%	233
2025 Q1	$5.97M	Sell	51,746 -7,688	-13%	-$991K	0.06%	261
2024 Q4	$7.48M	Buy	59,434 +12,058	+25%	+$1.49M	0.09%	221
2024 Q3	$4.86M	Buy	47,376 +41,308	+681%	+$4.16M	0.09%	205
2024 Q2	$590K	Buy	+6,068	New	+$578K	0.03%	486

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

&Partners's MS Position: Q1 2026 in Review

&Partners increased its Morgan Stanley (MS) stake by 6.6% in Q1 2026, buying an estimated $1.67M and bringing the position to 156,335 shares worth $25.7M. The position accounts for 0.13% of the portfolio, ranked #149.

&Partners first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $26M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

&Partners held 156,335 shares of Morgan Stanley worth $25.7M as of Q1 2026.
&Partners bought 9,644 Morgan Stanley shares in Q1 2026, an estimated $1.67M.
Morgan Stanley made up 0.13% of &Partners's portfolio in Q1 2026, its #149 holding.
&Partners first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
&Partners's Morgan Stanley position peaked at $26M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.