Pointe Capital Management’s Morgan Stanley MS Stock Holding History

Pointe 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	$217K	Hold	1,317	–	–	0.11%	149
2025 Q4	$234K	Hold	1,317	–	–	0.12%	142
2025 Q3	$209K	Buy	+1,317	New	+$194K	0.1%	152
2023 Q2	–	Sell	-858	Closed	-$75.3K	–	305
2023 Q1	$75.3K	Buy	+858	New	+$80.1K	0.05%	207
2021 Q2	–	Sell	-131,877	Closed	-$10.2M	–	152
2021 Q1	$10.2M	Buy	+131,877	New	+$10.1M	7.26%	1
2017 Q4	–	Sell	-62,600	Closed	-$3.02M	–	152
2017 Q3	$3.02M	Hold	62,600	–	–	2.22%	8
2017 Q2	$2.79M	Buy	+62,600	New	+$2.7M	2%	9

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

Pointe Capital Management's MS Position: Q1 2026 in Review

Pointe Capital Management held its Morgan Stanley (MS) position steady in Q1 2026 at 1,317 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #149.

Pointe Capital Management first reported a position in MS in Q2 2017 and has held it in 7 quarters since. The position peaked at $10.2M in Q1 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Pointe Capital Management held 1,317 shares of Morgan Stanley worth $217K as of Q1 2026.
Pointe Capital Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.11% of Pointe Capital Management's portfolio in Q1 2026, its #149 holding.
Pointe Capital Management first reported a position in Morgan Stanley in Q2 2017 and has held it in 7 quarters since.
Pointe Capital Management's Morgan Stanley position peaked at $10.2M in Q1 2021.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.