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Prelude Capital Management’s Morgan Stanley MS Stock Holding History

Prelude 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 		– Sell
-5,503
Closed -$977K – 1454
2025
Q4 		$977K Buy
5,503
+1,315
+31% +$219K 0.07% 318
2025
Q3 		$666K Buy
4,188
+1,176
+39% +$174K 0.05% 422
2025
Q2 		$424K Buy
+3,012
New +$370K 0.04% 492
2025
Q1 		– Sell
-3,636
Closed -$457K – 1416
2024
Q4 		$457K Buy
+3,636
New +$448K 0.03% 624
2024
Q1 		– Sell
-3,791
Closed -$334K – 1457
2023
Q4 		$354K Buy
3,791
+966
+34% +$77.3K 0.02% 674
2023
Q3 		$231K Buy
+2,825
New +$245K 0.02% 819
2023
Q1 		– Sell
-5,635
Closed -$526K – 1354
2022
Q4 		$479K Buy
5,635
+124
+2% +$10.6K 0.02% 590
2022
Q3 		$435K Buy
+5,511
New +$465K 0.02% 705
2022
Q2 		– Sell
-29,157
Closed -$2.39M – 1972
2022
Q1 		$2.55M Sell
29,157
-10,732
-27% -$1.04M 0.07% 264
2021
Q4 		$3.92M Sell
39,889
-13,669
-26% -$1.36M 0.1% 137
2021
Q3 		$5.21M Sell
53,558
-14,831
-22% -$1.47M 0.13% 91
2021
Q2 		$6.27M Sell
68,389
-23,308
-25% -$2M 0.19% 74
2021
Q1 		$7.12M Buy
91,697
+52,936
+137% +$4.06M 0.18% 71
2020
Q4 		$2.66M Sell
38,761
-1,622
-4% -$93.1K 0.07% 227
2020
Q3 		$1.95M Buy
+40,383
New +$2.03M 0.09% 160
2020
Q2 		– Sell
-12,698
Closed -$533K – 2154
2020
Q1 		$432K Buy
12,698
+9,773
+334% +$460K 0.03% 336
2019
Q4 		$150K Sell
2,925
-53,925
-95% -$2.55M 0.01% 946
2019
Q3 		$2.43M Buy
+56,850
New +$2.43M 0.11% 151
2019
Q2 		– Sell
-20,281
Closed -$905K – 1972
2019
Q1 		$856K Sell
20,281
-40,817
-67% -$1.72M 0.05% 363
2018
Q4 		$2.42M Buy
61,098
+54,233
+790% +$2.37M 0.16% 139
2018
Q3 		$320K Sell
6,865
-14,500
-68% -$708K 0.02% 657
2018
Q2 		$1.01M Buy
21,365
+20,322
+1,948% +$1.06M 0.06% 325
2018
Q1 		$56K Sell
1,043
-19,115
-95% -$1.06M ﹤0.01% 1032
2017
Q4 		$1.06M Buy
20,158
+19,858
+6,619% +$1M 0.09% 247
2017
Q3 		$14K Sell
300
-137
-31% -$6.35K ﹤0.01% 1381
2017
Q2 		$19K Sell
437
-4,980
-92% -$215K ﹤0.01% 1270
2017
Q1 		$232K Buy
+5,417
New +$240K 0.02% 519
2016
Q3 		– Sell
-3,956
Closed -$103K – 1729
2016
Q2 		$103K Buy
+3,956
New +$103K 0.01% 749
2015
Q4 		– Sell
-5,453
Closed -$172K – 1604
2015
Q3 		$172K Buy
5,453
+1,451
+36% +$52.8K 0.03% 657
2015
Q2 		$155K Sell
4,002
-7,987
-67% -$304K 0.02% 733
2015
Q1 		$428K Buy
11,989
+5,239
+78% +$188K 0.06% 389
2014
Q4 		$262K Sell
6,750
-7,000
-51% -$249K 0.04% 546
2014
Q3 		$475K Sell
13,750
-39,050
-74% -$1.3M 0.07% 387
2014
Q2 		$1.71M Sell
52,800
-2,038
-4% -$62.8K 0.23% 82
2014
Q1 		$1.71M Buy
54,838
+25,588
+87% +$791K 0.23% 90
2013
Q4 		$917K Buy
29,250
+8,049
+38% +$239K 0.15% 161
2013
Q3 		$571K Buy
21,201
+7,051
+50% +$189K 0.09% 260
2013
Q2 		$346K Buy
+14,150
New +$336K 0.07% 332

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

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

Prelude Capital Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 5,503 shares — an estimated $977K sold.

Prelude Capital Management first reported a position in MS in Q2 2013 and held it in 38 quarters. The position peaked at $7.12M in Q1 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Prelude Capital Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Prelude Capital Management sold 5,503 Morgan Stanley shares in Q1 2026, an estimated $977K.
  • Prelude Capital Management first reported a position in Morgan Stanley in Q2 2013 and held it in 38 quarters.
  • Prelude Capital Management's Morgan Stanley position peaked at $7.12M in Q1 2021.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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