Qube Research & Technologies (QRT)
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Qube Research & Technologies (QRT)’s Morgan Stanley MS Stock Holding History

Qube Research & Technologies (QRT)’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 		$177M Sell
1,074,334
-881,658
-45% -$153M 0.2% 111
2025
Q4 		$347M Buy
1,955,992
+629,600
+47% +$105M 0.35% 35
2025
Q3 		$211M Buy
1,326,392
+145,968
+12% +$21.6M 0.22% 95
2025
Q2 		$166M Sell
1,180,424
-509,058
-30% -$62.5M 0.17% 138
2025
Q1 		$197M Buy
1,689,482
+452,348
+37% +$58.3M 0.23% 97
2024
Q4 		$156M Buy
1,237,134
+630,899
+104% +$77.7M 0.2% 111
2024
Q3 		$63.2M Sell
606,235
-723,170
-54% -$72.8M 0.09% 277
2024
Q2 		$129M Buy
1,329,405
+478,956
+56% +$45.6M 0.2% 108
2024
Q1 		$80.1M Buy
850,449
+755,436
+795% +$66.5M 0.13% 195
2023
Q4 		$8.86M Sell
95,013
-1,112,261
-92% -$89M 0.02% 780
2023
Q3 		$98.6M Buy
1,207,274
+26,623
+2% +$2.31M 0.26% 89
2023
Q2 		$101M Buy
1,180,651
+307,152
+35% +$26.3M 0.37% 70
2023
Q1 		$76.7M Buy
873,499
+614,918
+238% +$57.4M 0.33% 40
2022
Q4 		$22M Buy
258,581
+75,698
+41% +$6.45M 0.12% 255
2022
Q3 		$14.4M Sell
182,883
-250,857
-58% -$21.1M 0.09% 316
2022
Q2 		$33M Sell
433,740
-294,642
-40% -$24.1M 0.24% 95
2022
Q1 		$63.7M Buy
728,382
+360,563
+98% +$34.8M 0.54% 14
2021
Q4 		$36.1M Buy
367,819
+227,519
+162% +$22.7M 0.28% 54
2021
Q3 		$13.7M Buy
+140,300
New +$13.9M 0.17% 139
2021
Q2 		– Sell
-468,111
Closed -$36.4M – 2621
2021
Q1 		$36.4M Buy
+468,111
New +$35.9M 0.58% 20
2020
Q4 		– Sell
-318,868
Closed -$15.4M – 2062
2020
Q3 		$15.4M Buy
+318,868
New +$16.1M 0.22% 97
2019
Q3 		– Sell
-44,541
Closed -$1.95M – 382
2019
Q2 		$1.95M Buy
44,541
+3,814
+9% +$170K 0.46% 51
2019
Q1 		$1.72M Buy
40,727
+34,613
+566% +$1.46M 0.23% 111
2018
Q4 		$242K Sell
6,114
-50,351
-89% -$2.2M 0.1% 231
2018
Q3 		$2.63M Buy
56,465
+49,213
+679% +$2.4M 0.35% 56
2018
Q2 		$344K Buy
7,252
+364
+5% +$19K 0.22% 99
2018
Q1 		$371K Buy
+6,888
New +$381K 0.14% 90

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

Qube Research & Technologies (QRT)'s MS Position: Q1 2026 in Review

Qube Research & Technologies (QRT) reduced its Morgan Stanley (MS) stake by 45% in Q1 2026, selling an estimated $153M and leaving 1,074,334 shares worth $177M. The position accounts for 0.2% of the portfolio, ranked #111.

Qube Research & Technologies (QRT) first reported a position in MS in Q1 2018 and has held it in 27 quarters since. The position peaked at $347M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Qube Research & Technologies (QRT) held 1,074,334 shares of Morgan Stanley worth $177M as of Q1 2026.
  • Qube Research & Technologies (QRT) sold 881,658 Morgan Stanley shares in Q1 2026, an estimated $153M.
  • Morgan Stanley made up 0.2% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #111 holding.
  • Qube Research & Technologies (QRT) first reported a position in Morgan Stanley in Q1 2018 and has held it in 27 quarters since.
  • Qube Research & Technologies (QRT)'s Morgan Stanley position peaked at $347M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.