QP
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Quilter Plc’s Morgan Stanley MS Stock Holding History

Quilter Plc’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 		$867K Buy
5,270
+311
+6% +$53.8K 0.02% 97
2025
Q4 		$880K Hold
4,959
– – 0.01% 98
2025
Q3 		$788K Sell
4,959
-4,461
-47% -$659K 0.01% 99
2025
Q2 		$1.33M Buy
9,420
+4,500
+91% +$553K 0.02% 86
2025
Q1 		$574K Sell
4,920
-4,675
-49% -$602K 0.01% 103
2024
Q4 		$1.21M Buy
9,595
+3,580
+60% +$441K 0.02% 87
2024
Q3 		$627K Sell
6,015
-925
-13% -$93.2K 0.01% 102
2024
Q2 		$674K Hold
6,940
– – 0.02% 101
2024
Q1 		$653K Sell
6,940
-115
-2% -$10.1K 0.02% 101
2023
Q4 		$660K Sell
7,055
-1,000
-12% -$80K 0.02% 90
2023
Q3 		$8.04M Hold
8,055
– – 0.03% 99
2023
Q2 		$7.99M Buy
8,055
+965
+14% +$82.5K 0.03% 97
2023
Q1 		$7.04M Sell
7,090
-150
-2% -$14K 0.03% 96
2022
Q4 		$616K Sell
7,240
-140
-2% -$11.9K 0.02% 96
2022
Q3 		$583K Hold
7,380
– – 0.02% 96
2022
Q2 		$561K Hold
7,380
– – 0.02% 100
2022
Q1 		$645K Hold
7,380
– – 0.02% 102
2021
Q4 		$739K Sell
7,380
-2,484
-25% -$247K 0.02% 99
2021
Q3 		$959K Buy
9,864
+3,116
+46% +$309K 0.03% 128
2021
Q2 		$618K Buy
6,748
+10
+0.1% +$857 0.02% 161
2021
Q1 		$523K Sell
6,738
-1,138
-14% -$87.2K 0.02% 194
2020
Q4 		$540K Hold
7,876
– – 0.02% 159
2020
Q3 		$381K Sell
7,876
-678
-8% -$34.2K 0.02% 169
2020
Q2 		$413K Buy
8,554
+720
+9% +$30.2K 0.02% 152
2020
Q1 		$267K Sell
7,834
-1,486
-16% -$70K 0.02% 177
2019
Q4 		$477K Buy
+9,320
New +$441K 0.03% 147

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

Quilter Plc's MS Position: Q1 2026 in Review

Quilter Plc increased its Morgan Stanley (MS) stake by 6.3% in Q1 2026, buying an estimated $53.8K and bringing the position to 5,270 shares worth $867K. The position accounts for 0.02% of the portfolio, ranked #97.

Quilter Plc first reported a position in MS in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.04M in Q3 2023. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Quilter Plc held 5,270 shares of Morgan Stanley worth $867K as of Q1 2026.
  • Quilter Plc bought 311 Morgan Stanley shares in Q1 2026, an estimated $53.8K.
  • Morgan Stanley made up 0.02% of Quilter Plc's portfolio in Q1 2026, its #97 holding.
  • Quilter Plc first reported a position in Morgan Stanley in Q4 2019 and has held it in 26 quarters since.
  • Quilter Plc's Morgan Stanley position peaked at $8.04M in Q3 2023.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Quilter Plc's 13F filing for Q1 2026, filed 13 May 2026.