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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
2025
Q1 		– Sell
-8,400
Closed -$1.06M – 1417
2024
Q4 		$1.06M Buy
8,400
+1,500
+22% +$185K 0.07% 364
2024
Q3 		$719K Sell
6,900
-2,100
-23% -$211K 0.04% 483
2024
Q2 		$875K Sell
9,000
-2,000
-18% -$190K 0.06% 349
2024
Q1 		$1.04M Sell
11,000
-5,700
-34% -$502K 0.05% 396
2023
Q4 		$1.56M Buy
16,700
+4,500
+37% +$360K 0.1% 216
2023
Q3 		$996K Buy
12,200
+3,500
+40% +$304K 0.06% 305
2023
Q2 		$743K Hold
8,700
– – 0.05% 355
2023
Q1 		$764K Sell
8,700
-2,500
-22% -$233K 0.05% 361
2022
Q4 		$952K Buy
+11,200
New +$955K 0.05% 398
2022
Q2 		– Sell
-3,300
Closed -$288K – 1973
2022
Q1 		$288K Sell
3,300
-5,800
-64% -$560K 0.01% 1090
2021
Q4 		$893K Buy
9,100
+1,700
+23% +$169K 0.02% 671
2021
Q3 		$720K Sell
7,400
-1,000
-12% -$99.1K 0.02% 713
2021
Q2 		$770K Sell
8,400
-35,000
-81% -$3M 0.02% 747
2021
Q1 		$3.37M Sell
43,400
-76,600
-64% -$5.87M 0.09% 176
2020
Q4 		$8.22M Buy
+120,000
New +$6.89M 0.21% 59
2020
Q3 		– Sell
-43,400
Closed -$2.1M – 2172
2020
Q2 		$2.1M Buy
43,400
+3,000
+7% +$126K 0.12% 156
2020
Q1 		$1.37M Buy
40,400
+30,200
+296% +$1.42M 0.09% 157
2019
Q4 		$521K Sell
10,200
-94,800
-90% -$4.49M 0.02% 554
2019
Q3 		$4.48M Buy
+105,000
New +$4.49M 0.2% 61
2019
Q2 		– Sell
-50,000
Closed -$2.11M – 1973
2019
Q1 		$2.11M Sell
50,000
-25,000
-33% -$1.05M 0.12% 175
2018
Q4 		$2.97M Buy
75,000
+52,400
+232% +$2.29M 0.2% 102
2018
Q3 		$1.05M Buy
22,600
+10,800
+92% +$527K 0.06% 358
2018
Q2 		$559K Buy
+11,800
New +$617K 0.04% 504

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.