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Plato Investment Management’s Morgan Stanley MS Stock Holding History

Plato Investment 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 		$7.49M Buy
45,493
+6,477
+17% +$1.12M 0.5% 40
2025
Q4 		$6.96M Buy
39,016
+4,421
+13% +$737K 0.45% 44
2025
Q3 		$5.46M Buy
34,595
+1,735
+5% +$256K 0.37% 58
2025
Q2 		$4.61M Buy
32,860
+145
+0.4% +$17.8K 0.35% 65
2025
Q1 		$3.86M Sell
32,715
-9,196
-22% -$1.18M 0.33% 78
2024
Q4 		$5.29M Buy
41,911
+4,430
+12% +$546K 0.39% 54
2024
Q3 		$3.9M Buy
37,481
+9,196
+33% +$926K 0.32% 75
2024
Q2 		$2.75M Buy
28,285
+23,501
+491% +$2.24M 0.26% 89
2024
Q1 		$450K Buy
4,784
+2,856
+148% +$252K 0.05% 270
2023
Q4 		$180K Buy
+1,928
New +$154K 0.22% 109

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

Plato Investment Management's MS Position: Q1 2026 in Review

Plato Investment Management increased its Morgan Stanley (MS) stake by 17% in Q1 2026, buying an estimated $1.12M and bringing the position to 45,493 shares worth $7.49M. The position accounts for 0.5% of the portfolio, ranked #40.

Plato Investment Management first reported a position in MS in Q4 2023 and has held it in 10 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Plato Investment Management held 45,493 shares of Morgan Stanley worth $7.49M as of Q1 2026.
  • Plato Investment Management bought 6,477 Morgan Stanley shares in Q1 2026, an estimated $1.12M.
  • Morgan Stanley made up 0.5% of Plato Investment Management's portfolio in Q1 2026, its #40 holding.
  • Plato Investment Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.