Patten Group’s Morgan Stanley MS Stock Holding History

Patten Group’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	$210K	Sell	1,275 -21	-2%	-$3.64K	0.04%	290
2025 Q4	$230K	Hold	1,296	–	–	0.04%	284
2025 Q3	$206K	Buy	+1,296	New	+$191K	0.04%	282
2019 Q1	–	Sell	-1,000	Closed	-$40K	–	409
2018 Q4	$40K	Hold	1,000	–	–	0.02%	312
2018 Q3	$47K	Hold	1,000	–	–	0.02%	327
2018 Q2	$47K	Hold	1,000	–	–	0.02%	329
2018 Q1	$54K	Hold	1,000	–	–	0.02%	312
2017 Q4	$52K	Hold	1,000	–	–	0.02%	334
2017 Q3	$48K	Hold	1,000	–	–	0.02%	328
2017 Q2	$48K	Hold	1,000	–	–	0.02%	329
2017 Q1	$42K	Hold	1,000	–	–	0.02%	326
2016 Q4	$44K	Hold	1,000	–	–	0.02%	320
2016 Q3	$31.7K	Sell	1,000 -1,385	-58%	-$41.3K	0.01%	359
2016 Q2	$62K	Sell	2,385 -1,105	-32%	-$28.9K	0.03%	285
2016 Q1	$87.3K	Hold	3,490	–	–	0.04%	241
2015 Q4	$111K	Sell	3,490 -1,166	-25%	-$38.7K	0.05%	222
2015 Q3	$147K	Buy	4,656 +616	+15%	+$22.4K	0.08%	192
2015 Q2	$157K	Buy	+4,040	New	+$154K	0.07%	191

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

Patten Group's MS Position: Q1 2026 in Review

Patten Group reduced its Morgan Stanley (MS) stake by 1.6% in Q1 2026, selling an estimated $3.64K and leaving 1,275 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #290.

Patten Group first reported a position in MS in Q2 2015 and has held it in 18 quarters since. The position peaked at $230K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Patten Group held 1,275 shares of Morgan Stanley worth $210K as of Q1 2026.
Patten Group sold 21 Morgan Stanley shares in Q1 2026, an estimated $3.64K.
Morgan Stanley made up 0.04% of Patten Group's portfolio in Q1 2026, its #290 holding.
Patten Group first reported a position in Morgan Stanley in Q2 2015 and has held it in 18 quarters since.
Patten Group's Morgan Stanley position peaked at $230K in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.