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Saxon Interests’s Morgan Stanley MS Stock Holding History

Saxon Interests’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 		$210K Sell
1,277
-32
-2% -$5.54K 0.07% 217
2025
Q4 		$232K Sell
1,309
-107
-8% -$17.8K 0.08% 191
2025
Q3 		$213K Buy
+1,416
New +$209K 0.08% 195

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

Saxon Interests's MS Position: Q1 2026 in Review

Saxon Interests reduced its Morgan Stanley (MS) stake by 2.4% in Q1 2026, selling an estimated $5.54K and leaving 1,277 shares worth $210K. The position accounts for 0.07% of the portfolio, ranked #217.

Saxon Interests first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $232K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Saxon Interests held 1,277 shares of Morgan Stanley worth $210K as of Q1 2026.
  • Saxon Interests sold 32 Morgan Stanley shares in Q1 2026, an estimated $5.54K.
  • Morgan Stanley made up 0.07% of Saxon Interests's portfolio in Q1 2026, its #217 holding.
  • Saxon Interests first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • Saxon Interests's Morgan Stanley position peaked at $232K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.