Qsemble Capital Management’s Morgan Stanley MS Stock Holding History

Qsemble 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
2026 Q1	–	Sell	-5,266	Closed	-$935K	–	554
2025 Q4	$935K	Buy	+5,266	New	+$878K	0.08%	293
2025 Q3	–	Sell	-9,129	Closed	-$1.29M	–	555
2025 Q2	$1.29M	Buy	+9,129	New	+$1.12M	0.12%	213
2024 Q3	–	Sell	-19,989	Closed	-$1.94M	–	494
2024 Q2	$1.94M	Buy	+19,989	New	+$1.9M	0.37%	86
2023 Q1	–	Sell	-9,700	Closed	-$825K	–	305
2022 Q4	$825K	Buy	+9,700	New	+$827K	0.57%	61

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

Qsemble Capital Management's MS Position: Q1 2026 in Review

Qsemble Capital Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 5,266 shares — an estimated $935K sold.

Qsemble Capital Management first reported a position in MS in Q4 2022 and held it in 4 quarters. The position peaked at $1.94M in Q2 2024. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Qsemble Capital Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
Qsemble Capital Management sold 5,266 Morgan Stanley shares in Q1 2026, an estimated $935K.
Qsemble Capital Management first reported a position in Morgan Stanley in Q4 2022 and held it in 4 quarters.
Qsemble Capital Management's Morgan Stanley position peaked at $1.94M in Q2 2024.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.