Picton Mahoney Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $35.2M | Sell |
168,259
-17,971
| -10% | -$3.56M | 0.26% | 68 |
|
|
2026
Q1 | $30.6M | Sell |
186,230
-18,778
| -9% | -$3.25M | 0.23% | 68 |
|
|
2025
Q4 | $36.4M | Buy |
205,008
+29,567
| +17% | +$4.93M | 0.28% | 66 |
|
|
2025
Q3 | $27.9M | Sell |
175,441
-187
| -0.1% | -$27.6K | 0.25% | 65 |
|
|
2025
Q2 | $24.7M | Buy |
+175,628
| New | +$21.6M | 0.25% | 79 |
|
|
2023
Q2 | – | Sell |
-875
| Closed | -$77K | – | 466 |
|
|
2023
Q1 | $77K | Sell |
875
-140
| -14% | -$13.1K | ﹤0.01% | 379 |
|
|
2022
Q4 | $86K | Sell |
1,015
-64,635
| -98% | -$5.51M | ﹤0.01% | 531 |
|
|
2022
Q3 | $5.19M | Sell |
65,650
-2,810
| -4% | -$237K | 0.19% | 105 |
|
|
2022
Q2 | $5.21M | Sell |
68,460
-170,772
| -71% | -$14M | 0.2% | 119 |
|
|
2022
Q1 | $20.9M | Sell |
239,232
-32,370
| -12% | -$3.12M | 0.74% | 18 |
|
|
2021
Q4 | $26.7M | Sell |
271,602
-7,110
| -3% | -$708K | 0.65% | 15 |
|
|
2021
Q3 | $27.1M | Sell |
278,712
-10,840
| -4% | -$1.07M | 1% | 12 |
|
|
2021
Q2 | $26.5M | Sell |
289,552
-16,295
| -5% | -$1.4M | 0.77% | 24 |
|
|
2021
Q1 | $23.8M | Sell |
305,847
-56,272
| -16% | -$4.31M | 1.13% | 16 |
|
|
2020
Q4 | $24.8M | Buy |
362,119
+240,181
| +197% | +$13.8M | 1.18% | 13 |
|
|
2020
Q3 | $5.89M | Buy |
121,938
+3,428
| +3% | +$173K | 0.33% | 97 |
|
|
2020
Q2 | $5.72M | Buy |
118,510
+68,210
| +136% | +$2.86M | 0.33% | 91 |
|
|
2020
Q1 | $1.71M | Buy |
+50,300
| New | +$2.37M | 0.1% | 171 |
|
|
2019
Q3 | – | Sell |
-102,400
| Closed | -$4.49M | – | 211 |
|
|
2019
Q2 | $4.49M | Buy |
102,400
+12,100
| +13% | +$540K | 0.31% | 82 |
|
|
2019
Q1 | $3.81M | Sell |
90,300
-95,962
| -52% | -$4.04M | 0.29% | 85 |
|
|
2018
Q4 | $7.38M | Sell |
186,262
-74,011
| -28% | -$3.23M | 0.66% | 56 |
|
|
2018
Q3 | $12.1M | Sell |
260,273
-112,889
| -30% | -$5.51M | 0.85% | 47 |
|
|
2018
Q2 | $17.7M | Sell |
373,162
-87,000
| -19% | -$4.55M | 1.27% | 22 |
|
|
2018
Q1 | $24.8M | Sell |
460,162
-13,400
| -3% | -$742K | 1.79% | 13 |
|
|
2017
Q4 | $24.8M | Buy |
473,562
+31,000
| +7% | +$1.57M | 1.78% | 10 |
|
|
2017
Q3 | $21.3M | Sell |
442,562
-43,950
| -9% | -$2.04M | 1.61% | 15 |
|
|
2017
Q2 | $21.7M | Buy |
486,512
+152,150
| +46% | +$6.56M | 1.55% | 13 |
|
|
2017
Q1 | $14.3M | Buy |
334,362
+87,675
| +36% | +$3.89M | 0.96% | 30 |
|
|
2016
Q4 | $10.4M | Buy |
246,687
+97,187
| +65% | +$3.67M | 0.86% | 47 |
|
|
2016
Q3 | $4.79M | Buy |
+149,500
| New | +$4.46M | 0.32% | 101 |
|
|
2014
Q1 | – | Sell |
-49,700
| Closed | -$1.56M | – | 376 |
|
|
2013
Q4 | $1.56M | Sell |
49,700
-5,100
| -9% | -$152K | 0.09% | 154 |
|
|
2013
Q3 | $1.48M | Buy |
54,800
+50,200
| +1,091% | +$1.35M | 0.1% | 155 |
|
|
2013
Q2 | $112K | Buy |
+4,600
| New | +$109K | 0.01% | 243 |
|
Other funds holding MS
Picton Mahoney Asset Management's MS Position: Q2 2026 in Review
Picton Mahoney Asset Management reduced its Morgan Stanley (MS) stake by 9.6% in Q2 2026, selling an estimated $3.56M and leaving 168,259 shares worth $35.2M. The position accounts for 0.26% of the portfolio, ranked #68.
Picton Mahoney Asset Management first reported a position in MS in Q2 2013 and has held it in 33 quarters since. The position peaked at $36.4M in Q4 2025. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Picton Mahoney Asset Management held 168,259 shares of Morgan Stanley worth $35.2M as of Q2 2026.
- Picton Mahoney Asset Management sold 17,971 Morgan Stanley shares in Q2 2026, an estimated $3.56M.
- Morgan Stanley made up 0.26% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #68 holding.
- Picton Mahoney Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 33 quarters since.
- Picton Mahoney Asset Management's Morgan Stanley position peaked at $36.4M in Q4 2025.
- 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.