Prana Capital Management’s Morgan Stanley MS Stock Holding History

Prana 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	$9.48M	Buy	+57,609	New	+$9.97M	0.29%	65
2025 Q3	–	Sell	-327,342	Closed	-$46.1M	–	124
2025 Q2	$46.1M	Buy	327,342 +42,731	+15%	+$5.25M	1.64%	18
2025 Q1	$33.2M	Buy	+284,611	New	+$36.7M	1.35%	22
2022 Q3	–	Sell	-132,703	Closed	-$10.1M	–	96
2022 Q2	$10.1M	Buy	+132,703	New	+$10.9M	0.77%	43
2020 Q4	–	Sell	-241,946	Closed	-$11.7M	–	78
2020 Q3	$11.7M	Buy	+241,946	New	+$12.2M	2.03%	19
2020 Q2	–	Sell	-89,014	Closed	-$3.03M	–	63
2020 Q1	$3.03M	Sell	89,014 -255,865	-74%	-$12.1M	0.88%	33
2019 Q4	$17.6M	Sell	344,879 -89,124	-21%	-$4.22M	2.58%	19
2019 Q3	$18.5M	Buy	434,003 +262,730	+153%	+$11.2M	3.33%	10
2019 Q2	$7.5M	Buy	+171,273	New	+$7.64M	1.35%	25
2018 Q4	–	Sell	-237,358	Closed	-$11.1M	–	49
2018 Q3	$11.1M	Buy	237,358 +57,623	+32%	+$2.81M	2.39%	17
2018 Q2	$8.52M	Sell	179,735 -24,065	-12%	-$1.26M	2.27%	20
2018 Q1	$11M	Buy	203,800 +57,550	+39%	+$3.19M	3.23%	11
2017 Q4	$7.64M	Buy	+146,250	New	+$7.4M	2.6%	15

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

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

Prana Capital Management opened a new position in Morgan Stanley (MS) in Q1 2026: 57,609 shares worth $9.48M. The stake represents 0.29% of the portfolio and ranks #65 among its holdings. This is a return to the name: Prana Capital Management previously reported a position in MS as recently as Q2 2025.

Prana Capital Management first reported a position in MS in Q4 2017 and has held it in 13 quarters since. The position peaked at $46.1M in Q2 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Prana Capital Management held 57,609 shares of Morgan Stanley worth $9.48M as of Q1 2026.
Morgan Stanley was a new Prana Capital Management position in Q1 2026.
Morgan Stanley made up 0.29% of Prana Capital Management's portfolio in Q1 2026, its #65 holding.
Prana Capital Management first reported a position in Morgan Stanley in Q4 2017 and has held it in 13 quarters since.
Prana Capital Management's Morgan Stanley position peaked at $46.1M in Q2 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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