Polar Capital Holdings’s Morgan Stanley MS Stock Holding History

Polar Capital Holdings’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	$9.02M	Sell	54,810 -12,722	-19%	-$2.2M	0.03%	192
2025 Q4	$12M	Buy	+67,532	New	+$11.3M	0.05%	187
2024 Q1	–	Sell	-119,189	Closed	-$11.1M	–	297
2023 Q4	$11.1M	Sell	119,189 -8,188	-6%	-$655K	0.07%	186
2023 Q3	$10.4M	Sell	127,377 -495	-0.4%	-$43K	0.08%	183
2023 Q2	$10.9M	Buy	127,872 +18,419	+17%	+$1.58M	0.06%	189
2023 Q1	$9.61M	Buy	109,453 +9,135	+9%	+$853K	0.06%	195
2022 Q4	$8.53M	Buy	100,318 +14,692	+17%	+$1.25M	0.07%	202
2022 Q3	$6.76K	Sell	85,626 -23,316	-21%	-$1.97M	0.04%	223
2022 Q2	$8.29K	Buy	108,942 +8,384	+8%	+$687K	0.05%	207
2022 Q1	$8.79K	Sell	100,558 -37,137	-27%	-$3.58M	0.04%	231
2021 Q4	$13.5K	Buy	137,695 +32,889	+31%	+$3.28M	0.05%	206
2021 Q3	$10.2K	Buy	+104,806	New	+$10.4M	0.04%	230

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

Polar Capital Holdings's MS Position: Q1 2026 in Review

Polar Capital Holdings reduced its Morgan Stanley (MS) stake by 19% in Q1 2026, selling an estimated $2.2M and leaving 54,810 shares worth $9.02M. The position accounts for 0.03% of the portfolio, ranked #192.

Polar Capital Holdings first reported a position in MS in Q3 2021 and has held it in 12 quarters since. The position peaked at $12M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Polar Capital Holdings held 54,810 shares of Morgan Stanley worth $9.02M as of Q1 2026.
Polar Capital Holdings sold 12,722 Morgan Stanley shares in Q1 2026, an estimated $2.2M.
Morgan Stanley made up 0.03% of Polar Capital Holdings's portfolio in Q1 2026, its #192 holding.
Polar Capital Holdings first reported a position in Morgan Stanley in Q3 2021 and has held it in 12 quarters since.
Polar Capital Holdings's Morgan Stanley position peaked at $12M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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