S&CO Inc’s Morgan Stanley MS Stock Holding History

S&CO Inc’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	$5.64M	Sell	34,302 -840	-2%	-$145K	0.35%	64
2025 Q4	$6.24M	Sell	35,142 -100	-0.3%	-$16.7K	0.39%	55
2025 Q3	$5.6M	Sell	35,242 -910	-3%	-$134K	0.34%	62
2025 Q2	$5.09M	Sell	36,152 -195	-0.5%	-$24K	0.33%	68
2025 Q1	$4.24M	Sell	36,347 -400	-1%	-$51.5K	0.28%	75
2024 Q4	$4.62M	Hold	36,747	–	–	0.31%	71
2024 Q3	$3.83M	Buy	36,747 +3,709	+11%	+$374K	0.25%	81
2024 Q2	$3.21M	Hold	33,038	–	–	0.22%	87
2024 Q1	$3.11M	Buy	33,038 +19,123	+137%	+$1.68M	0.22%	86
2023 Q4	$1.3M	Hold	13,915	–	–	0.1%	114
2023 Q3	$1.14M	Hold	13,915	–	–	0.09%	111
2023 Q2	$1.19M	Hold	13,915	–	–	0.1%	109
2023 Q1	$1.22M	Hold	13,915	–	–	0.1%	107
2022 Q4	$1.18M	Hold	13,915	–	–	0.1%	108
2022 Q3	$1.1M	Sell	13,915 -2	-0%	-$169	0.1%	108
2022 Q2	$1.06M	Buy	13,917 +2	+0%	+$164	0.09%	110
2022 Q1	$1.22M	Hold	13,915	–	–	0.09%	113
2021 Q4	$1.36M	Hold	13,915	–	–	0.1%	107
2021 Q3	$1.35M	Hold	13,915	–	–	0.11%	107
2021 Q2	$1.27M	Sell	13,915 -4,316	-24%	-$370K	0.1%	111
2021 Q1	$1.42M	Buy	+18,231	New	+$1.4M	0.12%	104

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

S&CO Inc's MS Position: Q1 2026 in Review

S&CO Inc reduced its Morgan Stanley (MS) stake by 2.4% in Q1 2026, selling an estimated $145K and leaving 34,302 shares worth $5.64M. The position accounts for 0.35% of the portfolio, ranked #64.

S&CO Inc first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.24M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

S&CO Inc held 34,302 shares of Morgan Stanley worth $5.64M as of Q1 2026.
S&CO Inc sold 840 Morgan Stanley shares in Q1 2026, an estimated $145K.
Morgan Stanley made up 0.35% of S&CO Inc's portfolio in Q1 2026, its #64 holding.
S&CO Inc first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
S&CO Inc's Morgan Stanley position peaked at $6.24M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on S&CO Inc's 13F filing for Q1 2026, filed 7 May 2026.