PCM
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Polymer Capital Management’s Morgan Stanley MS Stock Holding History

Polymer 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 		$310K Sell
1,886
-1,241
-40% -$215K 0.03% 581
2025
Q4 		$555K Buy
+3,127
New +$522K 0.06% 445
2025
Q3 		– Sell
-18,267
Closed -$2.57M – 881
2025
Q2 		$2.57M Buy
18,267
+11,537
+171% +$1.42M 0.3% 86
2025
Q1 		$785K Buy
+6,730
New +$867K 0.2% 93

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

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

Polymer Capital Management reduced its Morgan Stanley (MS) stake by 40% in Q1 2026, selling an estimated $215K and leaving 1,886 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #581.

Polymer Capital Management first reported a position in MS in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.57M in Q2 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Polymer Capital Management held 1,886 shares of Morgan Stanley worth $310K as of Q1 2026.
  • Polymer Capital Management sold 1,241 Morgan Stanley shares in Q1 2026, an estimated $215K.
  • Morgan Stanley made up 0.03% of Polymer Capital Management's portfolio in Q1 2026, its #581 holding.
  • Polymer Capital Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 4 quarters since.
  • Polymer Capital Management's Morgan Stanley position peaked at $2.57M in Q2 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.