Proficio Capital Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $334K | Buy |
2,028
+4
| +0.2% | +$693 | 0.02% | 199 |
|
|
2025
Q4 | $359K | Sell |
2,024
-124
| -6% | -$20.7K | 0.03% | 185 |
|
|
2025
Q3 | $341K | Sell |
2,148
-6,379
| -75% | -$942K | 0.02% | 161 |
|
|
2025
Q2 | $1.2M | Buy |
8,527
+290
| +4% | +$35.6K | 0.07% | 146 |
|
|
2025
Q1 | $961K | Sell |
8,237
-156
| -2% | -$20.1K | 0.07% | 134 |
|
|
2024
Q4 | $1.06M | Buy |
8,393
+4,372
| +109% | +$538K | 0.09% | 100 |
|
|
2024
Q3 | $419K | Sell |
4,021
-4,365
| -52% | -$440K | 0.04% | 170 |
|
|
2024
Q2 | $815K | Sell |
8,386
-1,414
| -14% | -$135K | 0.09% | 122 |
|
|
2024
Q1 | $923K | Buy |
9,800
+25
| +0.3% | +$2.2K | 0.1% | 114 |
|
|
2023
Q4 | $912K | Sell |
9,775
-5
| -0.1% | -$400 | 0.11% | 99 |
|
|
2023
Q3 | $799K | Buy |
9,780
+223
| +2% | +$19.4K | 0.11% | 103 |
|
|
2023
Q2 | $816K | Sell |
9,557
-598
| -6% | -$51.1K | 0.11% | 103 |
|
|
2023
Q1 | $892K | Sell |
10,155
-92
| -0.9% | -$8.59K | 0.14% | 95 |
|
|
2022
Q4 | $871K | Buy |
10,247
+1,495
| +17% | +$127K | 0.16% | 84 |
|
|
2022
Q3 | $691K | Sell |
8,752
-5
| -0.1% | -$421 | 0.13% | 94 |
|
|
2022
Q2 | $666K | Buy |
8,757
+22
| +0.3% | +$1.8K | 0.12% | 100 |
|
|
2022
Q1 | $763K | Buy |
8,735
+567
| +7% | +$54.7K | 0.11% | 101 |
|
|
2021
Q4 | $802K | Sell |
8,168
-64
| -0.8% | -$6.38K | 0.11% | 107 |
|
|
2021
Q3 | $801K | Sell |
8,232
-771
| -9% | -$76.4K | 0.11% | 107 |
|
|
2021
Q2 | $825K | Buy |
9,003
+642
| +8% | +$55K | 0.1% | 100 |
|
|
2021
Q1 | $649K | Buy |
8,361
+4,865
| +139% | +$373K | 0.08% | 106 |
|
|
2020
Q4 | $240K | Buy |
+3,496
| New | +$201K | 0.04% | 160 |
|
|
2019
Q3 | – | Sell |
-2,207
| Closed | -$97K | – | 996 |
|
|
2019
Q2 | $97K | Buy |
2,207
+467
| +27% | +$20.8K | 0.03% | 213 |
|
|
2019
Q1 | $73K | Sell |
1,740
-218
| -11% | -$9.17K | 0.03% | 259 |
|
|
2018
Q4 | $78K | Buy |
1,958
+897
| +85% | +$39.1K | 0.03% | 207 |
|
|
2018
Q3 | $49K | Sell |
1,061
-94
| -8% | -$4.59K | 0.02% | 359 |
|
|
2018
Q2 | $55K | Buy |
1,155
+202
| +21% | +$10.6K | 0.02% | 328 |
|
|
2018
Q1 | $51K | Buy |
953
+63
| +7% | +$3.49K | 0.02% | 340 |
|
|
2017
Q4 | $47K | Buy |
890
+44
| +5% | +$2.23K | 0.02% | 364 |
|
|
2017
Q3 | $41K | Sell |
846
-1
| -0.1% | -$46 | 0.02% | 428 |
|
|
2017
Q2 | $40K | Buy |
847
+18
| +2% | +$776 | 0.02% | 438 |
|
|
2017
Q1 | $35K | Buy |
829
+231
| +39% | +$10.3K | 0.02% | 471 |
|
|
2016
Q4 | $25K | Sell |
598
-18
| -3% | -$681 | 0.01% | 394 |
|
|
2016
Q3 | $20K | Hold |
616
| – | – | 0.01% | 427 |
|
|
2016
Q2 | $18K | Buy |
616
+562
| +1,041% | +$14.7K | 0.01% | 448 |
|
|
2016
Q1 | $1K | Sell |
54
-186
| -78% | -$4.75K | ﹤0.01% | 906 |
|
|
2015
Q4 | $8K | Buy |
+240
| New | +$7.97K | 0.01% | 316 |
|
Other funds holding MS
VCM
VPM
Proficio Capital Partners's MS Position: Q1 2026 in Review
Proficio Capital Partners increased its Morgan Stanley (MS) stake by 0.2% in Q1 2026, buying an estimated $693 and bringing the position to 2,028 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #199.
Proficio Capital Partners first reported a position in MS in Q4 2015 and has held it in 37 quarters since. The position peaked at $1.2M in Q2 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Proficio Capital Partners held 2,028 shares of Morgan Stanley worth $334K as of Q1 2026.
- Proficio Capital Partners bought 4 Morgan Stanley shares in Q1 2026, an estimated $693.
- Morgan Stanley made up 0.02% of Proficio Capital Partners's portfolio in Q1 2026, its #199 holding.
- Proficio Capital Partners first reported a position in Morgan Stanley in Q4 2015 and has held it in 37 quarters since.
- Proficio Capital Partners's Morgan Stanley position peaked at $1.2M in Q2 2025.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.