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Principal Street Partners’s Morgan Stanley MS Stock Holding History

Principal Street Partners’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 		$7.42M Sell
45,088
-5,198
-10% -$900K 1.21% 26
2025
Q4 		$8.93M Sell
50,286
-934
-2% -$156K 1.51% 11
2025
Q3 		$8.14M Sell
51,220
-11,756
-19% -$1.74M 1.3% 14
2025
Q2 		$8.87M Buy
62,976
+6,193
+11% +$761K 0.87% 22
2025
Q1 		$6.62M Sell
56,783
-4,348
-7% -$560K 1.23% 21
2024
Q4 		$7.69M Buy
61,131
+78
+0.1% +$9.61K 1.51% 13
2024
Q3 		$6.36M Sell
61,053
-17,895
-23% -$1.8M 1.04% 24
2024
Q2 		$7.67M Sell
78,948
-192
-0.2% -$18.3K 1.37% 16
2024
Q1 		$7.53M Buy
79,140
+17,703
+29% +$1.56M 1.42% 14
2023
Q4 		$5.73M Sell
61,437
-4,631
-7% -$370K 1.38% 18
2023
Q3 		$5.4M Sell
66,068
-543
-0.8% -$47.1K 1.07% 16
2023
Q2 		$5.69M Sell
66,611
-3,979
-6% -$340K 1.35% 16
2023
Q1 		$6.2M Buy
70,590
+465
+0.7% +$43.4K 1.57% 11
2022
Q4 		$5.96M Buy
70,125
+2,549
+4% +$217K 1.5% 16
2022
Q3 		$5.34M Buy
67,576
+679
+1% +$57.2K 1.42% 12
2022
Q2 		$5.09M Buy
66,897
+11,201
+20% +$917K 1.32% 27
2022
Q1 		$4.87M Buy
55,696
+4,039
+8% +$390K 1.12% 39
2021
Q4 		$5.07M Buy
51,657
+1,210
+2% +$121K 1.22% 29
2021
Q3 		$4.91M Sell
50,447
-13,890
-22% -$1.38M 1.34% 25
2021
Q2 		$5.9M Sell
64,337
-123,084
-66% -$10.6M 1.56% 10
2021
Q1 		$14.6M Buy
187,421
+98,560
+111% +$7.55M 1.88% 8
2020
Q4 		$6.09M Sell
88,861
-9,550
-10% -$548K 1.87% 6
2020
Q3 		$4.76M Sell
98,411
-17,734
-15% -$893K 1.67% 15
2020
Q2 		$5.61M Buy
+116,145
New +$4.88M 2.1% 3

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 Street Partners's MS Position: Q1 2026 in Review

Principal Street Partners reduced its Morgan Stanley (MS) stake by 10% in Q1 2026, selling an estimated $900K and leaving 45,088 shares worth $7.42M. The position accounts for 1.21% of the portfolio, ranked #26.

Principal Street Partners first reported a position in MS in Q2 2020 and has held it in 24 quarters since. The position peaked at $14.6M in Q1 2021. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Principal Street Partners held 45,088 shares of Morgan Stanley worth $7.42M as of Q1 2026.
  • Principal Street Partners sold 5,198 Morgan Stanley shares in Q1 2026, an estimated $900K.
  • Morgan Stanley made up 1.21% of Principal Street Partners's portfolio in Q1 2026, its #26 holding.
  • Principal Street Partners first reported a position in Morgan Stanley in Q2 2020 and has held it in 24 quarters since.
  • Principal Street Partners's Morgan Stanley position peaked at $14.6M in Q1 2021.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.