PDL
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Portfolio Design Labs’s Morgan Stanley MS Stock Holding History

Portfolio Design Labs’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 		$977K Sell
5,934
-3,135
-35% -$543K 0.17% 130
2025
Q4 		$1.61M Buy
9,069
+180
+2% +$30K 0.27% 91
2025
Q3 		$1.41M Buy
+8,889
New +$1.31M 0.24% 107

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

Portfolio Design Labs's MS Position: Q1 2026 in Review

Portfolio Design Labs reduced its Morgan Stanley (MS) stake by 35% in Q1 2026, selling an estimated $543K and leaving 5,934 shares worth $977K. The position accounts for 0.17% of the portfolio, ranked #130.

Portfolio Design Labs first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Portfolio Design Labs held 5,934 shares of Morgan Stanley worth $977K as of Q1 2026.
  • Portfolio Design Labs sold 3,135 Morgan Stanley shares in Q1 2026, an estimated $543K.
  • Morgan Stanley made up 0.17% of Portfolio Design Labs's portfolio in Q1 2026, its #130 holding.
  • Portfolio Design Labs first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • Portfolio Design Labs's Morgan Stanley position peaked at $1.61M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.