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Qtron Investments’s Morgan Stanley MS Stock Holding History

Qtron Investments’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 		$2.65M Buy
16,107
+4
+0% +$693 0.36% 45
2025
Q4 		$2.86M Sell
16,103
-2,307
-13% -$385K 0.37% 41
2025
Q3 		$2.93M Buy
18,410
+2,259
+14% +$334K 0.36% 41
2025
Q2 		$2.28M Buy
16,151
+2,196
+16% +$270K 0.29% 60
2025
Q1 		$1.63M Hold
13,955
– – 0.24% 93
2024
Q4 		$1.75M Sell
13,955
-626
-4% -$77.1K 0.25% 79
2024
Q3 		$1.52M Buy
14,581
+3,412
+31% +$344K 0.21% 108
2024
Q2 		$1.09M Sell
11,169
-2,234
-17% -$213K 0.16% 149
2024
Q1 		$1.26M Hold
13,403
– – 0.18% 134
2023
Q4 		$1.25M Buy
13,403
+5,048
+60% +$404K 0.2% 106
2023
Q3 		$682K Hold
8,355
– – 0.13% 224
2023
Q2 		$714K Hold
8,355
– – 0.14% 204
2023
Q1 		$734K Hold
8,355
– – 0.15% 184
2022
Q4 		$710K Hold
8,355
– – 0.15% 191
2022
Q3 		$660K Buy
8,355
+609
+8% +$51.3K 0.16% 167
2022
Q2 		$589K Sell
7,746
-1,482
-16% -$121K 0.13% 222
2022
Q1 		$807K Hold
9,228
– – 0.18% 157
2021
Q4 		$906K Sell
9,228
-2,361
-20% -$235K 0.2% 150
2021
Q3 		$1.13M Buy
11,589
+4,433
+62% +$439K 0.3% 80
2021
Q2 		$656K Sell
7,156
-7,646
-52% -$656K 0.17% 184
2021
Q1 		$1.15M Sell
14,802
-1,651
-10% -$127K 0.32% 69
2020
Q4 		$1.13M Buy
16,453
+4,426
+37% +$254K 0.3% 72
2020
Q3 		$582K Hold
12,027
– – 0.2% 122
2020
Q2 		$581K Buy
12,027
+5,489
+84% +$231K 0.23% 112
2020
Q1 		$222K Buy
+6,538
New +$308K 0.13% 197
2019
Q4 		– Sell
-5,123
Closed -$219K – 251
2019
Q3 		$219K Hold
5,123
– – 0.13% 218
2019
Q2 		$224K Buy
+5,123
New +$228K 0.14% 214

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

Qtron Investments's MS Position: Q1 2026 in Review

Qtron Investments increased its Morgan Stanley (MS) stake by 0.02% in Q1 2026, buying an estimated $693 and bringing the position to 16,107 shares worth $2.65M. The position accounts for 0.36% of the portfolio, ranked #45.

Qtron Investments first reported a position in MS in Q2 2019 and has held it in 27 quarters since. The position peaked at $2.93M in Q3 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Qtron Investments held 16,107 shares of Morgan Stanley worth $2.65M as of Q1 2026.
  • Qtron Investments bought 4 Morgan Stanley shares in Q1 2026, an estimated $693.
  • Morgan Stanley made up 0.36% of Qtron Investments's portfolio in Q1 2026, its #45 holding.
  • Qtron Investments first reported a position in Morgan Stanley in Q2 2019 and has held it in 27 quarters since.
  • Qtron Investments's Morgan Stanley position peaked at $2.93M in Q3 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Qtron Investments's 13F filing for Q1 2026, filed 15 May 2026.