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Principal Securities’s Morgan Stanley MS Stock Holding History

Principal Securities’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 		$7.73M Buy
46,954
+2,404
+5% +$416K 0.11% 166
2025
Q4 		$7.91M Buy
44,550
+5,175
+13% +$863K 0.12% 160
2025
Q3 		$6.26M Buy
39,375
+575
+1% +$84.9K 0.1% 188
2025
Q2 		$5.47M Buy
38,800
+12,472
+47% +$1.53M 0.1% 192
2025
Q1 		$3.31M Hold
26,328
– – 0.07% 252
2024
Q4 		$3.31M Buy
26,328
+4,136
+19% +$509K 0.07% 251
2024
Q3 		$2.31M Buy
22,192
+4,509
+25% +$454K 0.06% 301
2024
Q2 		$1.72M Buy
17,683
+3,011
+21% +$287K 0.05% 335
2024
Q1 		$1.38M Buy
14,672
+431
+3% +$38K 0.04% 365
2023
Q4 		$1.33M Buy
+14,241
New +$1.14M 0.05% 339

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

Principal Securities's MS Position: Q1 2026 in Review

Principal Securities increased its Morgan Stanley (MS) stake by 5.4% in Q1 2026, buying an estimated $416K and bringing the position to 46,954 shares worth $7.73M. The position accounts for 0.11% of the portfolio, ranked #166.

Principal Securities first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.91M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Principal Securities held 46,954 shares of Morgan Stanley worth $7.73M as of Q1 2026.
  • Principal Securities bought 2,404 Morgan Stanley shares in Q1 2026, an estimated $416K.
  • Morgan Stanley made up 0.11% of Principal Securities's portfolio in Q1 2026, its #166 holding.
  • Principal Securities first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Morgan Stanley position peaked at $7.91M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.