Quantbot Technologies’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 | $6.8M | Buy |
41,300
+33,563
| +434% | +$5.81M | 0.28% | 74 |
|
|
2025
Q4 | $1.37M | Sell |
7,737
-9,361
| -55% | -$1.56M | 0.05% | 570 |
|
|
2025
Q3 | $2.72M | Sell |
17,098
-17,553
| -51% | -$2.59M | 0.07% | 425 |
|
|
2025
Q2 | $4.88M | Buy |
34,651
+4,097
| +13% | +$503K | 0.13% | 226 |
|
|
2025
Q1 | $3.56M | Buy |
+30,554
| New | +$3.94M | 0.11% | 258 |
|
|
2023
Q3 | – | Sell |
-14,610
| Closed | -$1.25M | – | 1808 |
|
|
2023
Q2 | $1.25M | Buy |
+14,610
| New | +$1.25M | 0.08% | 380 |
|
|
2021
Q4 | – | Sell |
-110,785
| Closed | -$10.8M | – | 1750 |
|
|
2021
Q3 | $10.8M | Buy |
+110,785
| New | +$11M | 0.79% | 6 |
|
|
2021
Q2 | – | Sell |
-152,963
| Closed | -$11.9M | – | 1718 |
|
|
2021
Q1 | $11.9M | Buy |
152,963
+147,356
| +2,628% | +$11.3M | 1.13% | 2 |
|
|
2020
Q4 | $384K | Sell |
5,607
-44,543
| -89% | -$2.56M | 0.04% | 488 |
|
|
2020
Q3 | $2.42M | Buy |
+50,150
| New | +$2.53M | 0.28% | 111 |
|
|
2020
Q2 | – | Sell |
-24,333
| Closed | -$827K | – | 1324 |
|
|
2020
Q1 | $827K | Buy |
+24,333
| New | +$1.15M | 0.54% | 42 |
|
|
2019
Q4 | – | Sell |
-54,049
| Closed | -$2.31M | – | 1463 |
|
|
2019
Q3 | $2.31M | Buy |
54,049
+5,346
| +11% | +$228K | 0.23% | 117 |
|
|
2019
Q2 | $2.13M | Sell |
48,703
-46,540
| -49% | -$2.08M | 0.21% | 135 |
|
|
2019
Q1 | $4.02M | Sell |
95,243
-20,706
| -18% | -$871K | 0.38% | 68 |
|
|
2018
Q4 | $4.6M | Buy |
115,949
+69,755
| +151% | +$3.04M | 0.45% | 48 |
|
|
2018
Q3 | $2.15M | Sell |
46,194
-8,683
| -16% | -$424K | 0.15% | 205 |
|
|
2018
Q2 | $2.6M | Buy |
+54,877
| New | +$2.87M | 0.18% | 175 |
|
|
2018
Q1 | – | Sell |
-56,896
| Closed | -$2.98M | – | 1401 |
|
|
2017
Q4 | $2.98M | Sell |
56,896
-42,272
| -43% | -$2.14M | 0.28% | 81 |
|
|
2017
Q3 | $4.78M | Buy |
99,168
+11,353
| +13% | +$527K | 0.46% | 41 |
|
|
2017
Q2 | $3.91M | Buy |
+87,815
| New | +$3.79M | 0.37% | 61 |
|
|
2017
Q1 | – | Sell |
-17,266
| Closed | -$729K | – | 1318 |
|
|
2016
Q4 | $729K | Buy |
+17,266
| New | +$653K | 0.08% | 257 |
|
|
2016
Q2 | – | Sell |
-59,630
| Closed | -$1.49M | – | 1241 |
|
|
2016
Q1 | $1.49M | Sell |
59,630
-31,453
| -35% | -$803K | 0.24% | 118 |
|
|
2015
Q4 | $2.9M | Sell |
91,083
-6,362
| -7% | -$211K | 0.5% | 41 |
|
|
2015
Q3 | $3.07M | Buy |
+97,445
| New | +$3.55M | 0.54% | 38 |
|
|
2014
Q3 | – | Sell |
-72,820
| Closed | -$2.35M | – | 1296 |
|
|
2014
Q2 | $2.35M | Buy |
+72,820
| New | +$2.25M | 0.37% | 64 |
|
|
2013
Q4 | – | Sell |
-75,434
| Closed | -$2.03M | – | 1103 |
|
|
2013
Q3 | $2.03M | Buy |
75,434
+53,234
| +240% | +$1.43M | 1.26% | 3 |
|
|
2013
Q2 | $542K | Buy |
+22,200
| New | +$526K | 0.28% | 109 |
|
Other funds holding MS
VCM
VPM
Quantbot Technologies's MS Position: Q1 2026 in Review
Quantbot Technologies increased its Morgan Stanley (MS) stake by 434% in Q1 2026, buying an estimated $5.81M and bringing the position to 41,300 shares worth $6.8M. The position accounts for 0.28% of the portfolio, ranked #74.
Quantbot Technologies first reported a position in MS in Q2 2013 and has held it in 27 quarters since. The position peaked at $11.9M in Q1 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Quantbot Technologies held 41,300 shares of Morgan Stanley worth $6.8M as of Q1 2026.
- Quantbot Technologies bought 33,563 Morgan Stanley shares in Q1 2026, an estimated $5.81M.
- Morgan Stanley made up 0.28% of Quantbot Technologies's portfolio in Q1 2026, its #74 holding.
- Quantbot Technologies first reported a position in Morgan Stanley in Q2 2013 and has held it in 27 quarters since.
- Quantbot Technologies's Morgan Stanley position peaked at $11.9M in Q1 2021.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Quantbot Technologies's 13F filing for Q1 2026, filed 13 May 2026.