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	$12.7M	Sell	77,100 -67,800	-47%	-$11.7M	0.01%	1139
2025 Q4	$25.7M	Sell	144,900 -8,300	-5%	-$1.38M	0.03%	786
2025 Q3	$24.4M	Sell	153,200 -198,600	-56%	-$29.3M	0.03%	804
2025 Q2	$49.6M	Buy	351,800 +86,200	+32%	+$10.6M	0.05%	471
2025 Q1	$31M	Buy	265,600 +180,900	+214%	+$23.3M	0.04%	567
2024 Q4	$10.6M	Buy	84,700 +5,800	+7%	+$714K	0.01%	1050
2024 Q3	$8.22M	Buy	78,900 +71,700	+996%	+$7.22M	0.01%	1149
2024 Q2	$700K	Sell	7,200 -67,700	-90%	-$6.44M	﹤0.01%	2023
2024 Q1	$7.05M	Buy	74,900 +59,300	+380%	+$5.22M	0.01%	1032
2023 Q4	$1.45M	Buy	+15,600	New	+$1.25M	﹤0.01%	1700

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

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. 2,489 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.
2,489 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.