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Sagewood Asset Management’s Morgan Stanley MS Stock Holding History

Sagewood 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 		$1.84M Buy
11,184
+419
+4% +$72.5K 0.58% 28
2025
Q4 		$1.91M Buy
+10,765
New +$1.8M 0.68% 26

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

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

Sagewood Asset Management increased its Morgan Stanley (MS) stake by 3.9% in Q1 2026, buying an estimated $72.5K and bringing the position to 11,184 shares worth $1.84M. The position accounts for 0.58% of the portfolio, ranked #28.

Sagewood Asset Management first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.91M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Sagewood Asset Management held 11,184 shares of Morgan Stanley worth $1.84M as of Q1 2026.
  • Sagewood Asset Management bought 419 Morgan Stanley shares in Q1 2026, an estimated $72.5K.
  • Morgan Stanley made up 0.58% of Sagewood Asset Management's portfolio in Q1 2026, its #28 holding.
  • Sagewood Asset Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • Sagewood Asset Management's Morgan Stanley position peaked at $1.91M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sagewood Asset Management's 13F filing for Q1 2026, filed 13 May 2026.