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
2025 Q1	–	Sell	-8,400	Closed	-$1.06M	–	1415
2024 Q4	$1.06M	Buy	8,400 +1,500	+22%	+$185K	0.07%	363
2024 Q3	$719K	Sell	6,900 -2,100	-23%	-$211K	0.04%	482
2024 Q2	$875K	Sell	9,000 -2,000	-18%	-$190K	0.06%	348
2024 Q1	$1.04M	Sell	11,000 -5,700	-34%	-$502K	0.05%	395
2023 Q4	$1.56M	Buy	16,700 +4,500	+37%	+$360K	0.1%	215
2023 Q3	$996K	Buy	12,200 +3,500	+40%	+$304K	0.06%	304
2023 Q2	$743K	Hold	8,700	–	–	0.05%	354
2023 Q1	$764K	Sell	8,700 -2,500	-22%	-$233K	0.05%	360
2022 Q4	$952K	Buy	+11,200	New	+$955K	0.05%	397
2022 Q3	–	Sell	-27,000	Closed	-$2.05M	–	1802
2022 Q2	$2.05M	Buy	+27,000	New	+$2.21M	0.06%	289
2021 Q2	–	Sell	-50,000	Closed	-$3.88M	–	1848
2021 Q1	$3.88M	Buy	+50,000	New	+$3.83M	0.1%	141
2019 Q4	–	Sell	-5,400	Closed	-$230K	–	2133
2019 Q3	$230K	Sell	5,400 -500	-8%	-$21.4K	0.01%	727
2019 Q2	$258K	Sell	5,900 -49,700	-89%	-$2.22M	0.01%	656
2019 Q1	$2.35M	Buy	55,600 +54,800	+6,850%	+$2.31M	0.13%	152
2018 Q4	$32K	Sell	800 -24,900	-97%	-$1.09M	﹤0.01%	1189
2018 Q3	$1.2M	Buy	25,700 +22,900	+818%	+$1.12M	0.07%	330
2018 Q2	$133K	Buy	+2,800	New	+$146K	0.01%	847

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

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.