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Savant Capital’s Morgan Stanley MS Stock Holding History

Savant Capital’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 		$7.26M Buy
44,108
+7,368
+20% +$1.28M 0.04% 223
2025
Q4 		$6.52M Sell
36,740
-229
-0.6% -$38.2K 0.04% 219
2025
Q3 		$5.88M Buy
36,969
+1,482
+4% +$219K 0.04% 217
2025
Q2 		$5M Buy
35,487
+4,416
+14% +$542K 0.04% 214
2025
Q1 		$3.63M Sell
31,071
-6,333
-17% -$816K 0.03% 231
2024
Q4 		$4.7M Sell
37,404
-228
-0.6% -$28.1K 0.04% 246
2024
Q3 		$3.92M Buy
37,632
+5,287
+16% +$532K 0.03% 268
2024
Q2 		$3.14M Buy
32,345
+357
+1% +$34K 0.03% 276
2024
Q1 		$3.01M Buy
31,988
+1,681
+6% +$148K 0.03% 259
2023
Q4 		$2.83M Buy
30,307
+2,756
+10% +$220K 0.04% 232
2023
Q3 		$2.25M Buy
27,551
+1,080
+4% +$93.8K 0.03% 242
2023
Q2 		$2.26M Buy
26,471
+2,436
+10% +$208K 0.04% 235
2023
Q1 		$2.11M Buy
24,035
+2,208
+10% +$206K 0.04% 204
2022
Q4 		$1.85M Buy
21,827
+672
+3% +$57.3K 0.05% 172
2022
Q3 		$1.67M Sell
21,155
-568
-3% -$47.9K 0.05% 170
2022
Q2 		$1.65M Sell
21,723
-253
-1% -$20.7K 0.05% 171
2022
Q1 		$1.92M Buy
21,976
+673
+3% +$64.9K 0.06% 161
2021
Q4 		$2.09M Buy
21,303
+1,437
+7% +$143K 0.07% 155
2021
Q3 		$1.93M Buy
19,866
+894
+5% +$88.6K 0.07% 149
2021
Q2 		$1.74M Buy
18,972
+19
+0.1% +$1.63K 0.07% 150
2021
Q1 		$1.47M Buy
18,953
+1,455
+8% +$112K 0.08% 153
2020
Q4 		$1.2M Buy
17,498
+3,781
+28% +$217K 0.07% 170
2020
Q3 		$663K Buy
13,717
+574
+4% +$28.9K 0.05% 216
2020
Q2 		$635K Buy
13,143
+1,510
+13% +$63.4K 0.05% 213
2020
Q1 		$396K Buy
11,633
+1,318
+13% +$62.1K 0.04% 252
2019
Q4 		$527K Buy
10,315
+560
+6% +$26.5K 0.06% 204
2019
Q3 		$416K Buy
9,755
+170
+2% +$7.26K 0.06% 208
2019
Q2 		$420K Buy
9,585
+222
+2% +$9.9K 0.06% 206
2019
Q1 		$395K Sell
9,363
-291
-3% -$12.2K 0.07% 183
2018
Q4 		$383K Sell
9,654
-283
-3% -$12.3K 0.08% 170
2018
Q3 		$463K Buy
9,937
+87
+0.9% +$4.25K 0.08% 175
2018
Q2 		$467K Sell
9,850
-103
-1% -$5.38K 0.1% 154
2018
Q1 		$537K Sell
9,953
-145
-1% -$8.03K 0.11% 140
2017
Q4 		$530K Buy
10,098
+145
+1% +$7.33K 0.11% 143
2017
Q3 		$479K Buy
9,953
+90
+0.9% +$4.17K 0.11% 150
2017
Q2 		$439K Buy
9,863
+186
+2% +$8.02K 0.1% 155
2017
Q1 		$415K Buy
9,677
+77
+0.8% +$3.42K 0.1% 157
2016
Q4 		$406K Sell
9,600
-926
-9% -$35K 0.11% 156
2016
Q3 		$337K Buy
10,526
+150
+1% +$4.47K 0.09% 170
2016
Q2 		$270K Buy
10,376
+266
+3% +$6.96K 0.08% 196
2016
Q1 		$253K Sell
10,110
-767
-7% -$19.6K 0.08% 188
2015
Q4 		$346K Buy
10,877
+270
+3% +$8.97K 0.11% 150
2015
Q3 		$334K Buy
10,607
+100
+1% +$3.64K 0.12% 142
2015
Q2 		$408K Buy
10,507
+240
+2% +$9.13K 0.14% 128
2015
Q1 		$366K Sell
10,267
-98
-0.9% -$3.52K 0.13% 137
2014
Q4 		$402K Buy
10,365
+550
+6% +$19.6K 0.15% 112
2014
Q3 		$339K Hold
9,815
– – 0.14% 119
2014
Q2 		$317K Sell
9,815
-90
-0.9% -$2.77K 0.14% 122
2014
Q1 		$309K Buy
9,905
+289
+3% +$8.93K 0.14% 122
2013
Q4 		$302K Buy
9,616
+30
+0.3% +$892 0.15% 117
2013
Q3 		$258K Sell
9,586
-210
-2% -$5.63K 0.14% 120
2013
Q2 		$239K Buy
+9,796
New +$232K 0.14% 121

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

Savant Capital's MS Position: Q1 2026 in Review

Savant Capital increased its Morgan Stanley (MS) stake by 20% in Q1 2026, buying an estimated $1.28M and bringing the position to 44,108 shares worth $7.26M. The position accounts for 0.04% of the portfolio, ranked #223.

Savant Capital first reported a position in MS in Q2 2013 and has held it in 52 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Savant Capital held 44,108 shares of Morgan Stanley worth $7.26M as of Q1 2026.
  • Savant Capital bought 7,368 Morgan Stanley shares in Q1 2026, an estimated $1.28M.
  • Morgan Stanley made up 0.04% of Savant Capital's portfolio in Q1 2026, its #223 holding.
  • Savant Capital first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.