Pitcairn’s Morgan Stanley MS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-15,327
Closed -$2.44M 359
2025
Q3
$2.44M Sell
15,327
-4,630
-23% -$684K 0.19% 92
2025
Q2
$2.81M Sell
19,957
-2,858
-13% -$351K 0.18% 103
2025
Q1
$2.66M Buy
22,815
+36
+0.2% +$4.64K 0.16% 120
2024
Q4
$2.86M Sell
22,779
-389
-2% -$47.9K 0.17% 112
2024
Q3
$2.42M Sell
23,168
-11,580
-33% -$1.17M 0.14% 132
2024
Q2
$3.38M Buy
34,748
+887
+3% +$84.4K 0.21% 94
2024
Q1
$3.19M Sell
33,861
-3,870
-10% -$341K 0.21% 93
2023
Q4
$3.52M Buy
37,731
+9,528
+34% +$762K 0.26% 72
2023
Q3
$2.3M Buy
28,203
+8,389
+42% +$728K 0.19% 100
2023
Q2
$1.69M Sell
19,814
-356
-2% -$30.4K 0.14% 130
2023
Q1
$1.77M Buy
20,170
+1,788
+10% +$167K 0.16% 121
2022
Q4
$1.56M Sell
18,382
-229
-1% -$19.5K 0.16% 131
2022
Q3
$1.47M Sell
18,611
-619
-3% -$52.2K 0.16% 124
2022
Q2
$1.46M Sell
19,230
-1,155
-6% -$94.6K 0.15% 120
2022
Q1
$1.78M Sell
20,385
-383
-2% -$37K 0.16% 122
2021
Q4
$2.04M Sell
20,768
-742
-3% -$73.9K 0.13% 112
2021
Q3
$2.09M Sell
21,510
-10,056
-32% -$996K 0.14% 99
2021
Q2
$2.89M Sell
31,566
-16,129
-34% -$1.38M 0.19% 71
2021
Q1
$3.7M Sell
47,695
-2,268
-5% -$174K 0.26% 59
2020
Q4
$3.42M Buy
49,963
+1,281
+3% +$73.5K 0.26% 54
2020
Q3
$2.35M Buy
48,682
+8,173
+20% +$412K 0.2% 76
2020
Q2
$1.96M Buy
40,509
+10,862
+37% +$456K 0.19% 82
2020
Q1
$1.01M Buy
29,647
+12,228
+70% +$576K 0.12% 107
2019
Q4
$890K Buy
17,419
+866
+5% +$41K 0.08% 152
2019
Q3
$706K Sell
16,553
-479
-3% -$20.5K 0.07% 190
2019
Q2
$746K Buy
17,032
+548
+3% +$24.4K 0.07% 173
2019
Q1
$695K Buy
16,484
+8,400
+104% +$353K 0.08% 168
2018
Q4
$320K Sell
8,084
-8,387
-51% -$366K 0.04% 276
2018
Q3
$768K Sell
16,471
-487
-3% -$23.8K 0.08% 164
2018
Q2
$804K Sell
16,958
-1,200
-7% -$62.7K 0.09% 165
2018
Q1
$980K Sell
18,158
-5,037
-22% -$279K 0.1% 124
2017
Q4
$1.22M Buy
23,195
+410
+2% +$20.7K 0.12% 114
2017
Q3
$1.1M Sell
22,785
-613
-3% -$28.4K 0.12% 115
2017
Q2
$1.04M Buy
23,398
+11,022
+89% +$475K 0.13% 112
2017
Q1
$530K Buy
12,376
+3,662
+42% +$162K 0.06% 238
2016
Q4
$368K Sell
8,714
-245
-3% -$9.26K 0.05% 332
2016
Q3
$288K Sell
8,959
-108
-1% -$3.22K 0.04% 381
2016
Q2
$235K Buy
9,067
+592
+7% +$15.5K 0.03% 392
2016
Q1
$212K Sell
8,475
-985
-10% -$25.1K 0.03% 432
2015
Q4
$301K Buy
9,460
+40
+0.4% +$1.33K 0.03% 340
2015
Q3
$297K Sell
9,420
-443
-4% -$16.1K 0.04% 323
2015
Q2
$382K Sell
9,863
-401
-4% -$15.3K 0.04% 314
2015
Q1
$366K Sell
10,264
-318
-3% -$11.4K 0.04% 335
2014
Q4
$410K Sell
10,582
-171
-2% -$6.08K 0.04% 287
2014
Q3
$372K Sell
10,753
-389
-3% -$13K 0.04% 326
2014
Q2
$360K Sell
11,142
-429
-4% -$13.2K 0.04% 322
2014
Q1
$361K Sell
11,571
-18,974
-62% -$586K 0.04% 328
2013
Q4
$958K Sell
30,545
-1,837
-6% -$54.6K 0.11% 158
2013
Q3
$872K Sell
32,382
-438
-1% -$11.8K 0.11% 155
2013
Q2
$802K Buy
+32,820
New +$778K 0.11% 180

Other funds holding MS

Pitcairn's MS Position: Q4 2025 in Review

Pitcairn sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 15,327 shares — an estimated $2.44M sold.

Pitcairn first reported a position in MS in Q2 2013 and held it in 50 quarters. The position peaked at $3.7M in Q1 2021. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • Pitcairn reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • Pitcairn sold 15,327 Morgan Stanley shares in Q4 2025, an estimated $2.44M.
  • Pitcairn first reported a position in Morgan Stanley in Q2 2013 and held it in 50 quarters.
  • Pitcairn's Morgan Stanley position peaked at $3.7M in Q1 2021.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.