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Reflection Asset Management’s Morgan Stanley MS Stock Holding History

Reflection Asset Management’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 		$344K Buy
2,070
+151
+8% +$26.1K 0.21% 93
2025
Q4 		$341K Buy
+1,919
New +$320K 0.24% 78

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Reflection Asset Management's MS Position: Q1 2026 in Review

Reflection Asset Management increased its Morgan Stanley (MS) stake by 7.9% in Q1 2026, buying an estimated $26.1K and bringing the position to 2,070 shares worth $344K. The position accounts for 0.21% of the portfolio, ranked #93.

Reflection Asset Management first reported a position in MS in Q4 2025 and has held it in 2 quarters since. 2,512 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Reflection Asset Management held 2,070 shares of Morgan Stanley worth $344K as of Q1 2026.
  • Reflection Asset Management bought 151 Morgan Stanley shares in Q1 2026, an estimated $26.1K.
  • Morgan Stanley made up 0.21% of Reflection Asset Management's portfolio in Q1 2026, its #93 holding.
  • Reflection Asset Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • 2,512 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.