PSCM
MS icon

Per Stirling Capital Management’s Morgan Stanley MS Stock Holding History

Per Stirling 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 		$301K Buy
1,828
+177
+11% +$30.6K 0.03% 254
2025
Q4 		$293K Sell
1,651
-3
-0.2% -$500 0.03% 244
2025
Q3 		$263K Buy
1,654
+3
+0.2% +$443 0.03% 243
2025
Q2 		$232K Buy
+1,651
New +$203K 0.03% 249
2025
Q1 		– Sell
-1,651
Closed -$208K – 270
2024
Q4 		$208K Buy
+1,651
New +$203K 0.03% 252
2023
Q1 		– Sell
-3,266
Closed -$278K – 202
2022
Q4 		$278K Buy
+3,266
New +$278K 0.05% 171

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

Per Stirling Capital Management's MS Position: Q1 2026 in Review

Per Stirling Capital Management increased its Morgan Stanley (MS) stake by 11% in Q1 2026, buying an estimated $30.6K and bringing the position to 1,828 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #254.

Per Stirling Capital Management first reported a position in MS in Q4 2022 and has held it in 6 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Per Stirling Capital Management held 1,828 shares of Morgan Stanley worth $301K as of Q1 2026.
  • Per Stirling Capital Management bought 177 Morgan Stanley shares in Q1 2026, an estimated $30.6K.
  • Morgan Stanley made up 0.03% of Per Stirling Capital Management's portfolio in Q1 2026, its #254 holding.
  • Per Stirling Capital Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 6 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.