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Scholtz & Company’s Morgan Stanley MS Stock Holding History

Scholtz & Company’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 		$5.34M Buy
32,427
+208
+0.6% +$36K 2.73% 10
2025
Q4 		$5.72M Buy
32,219
+101
+0.3% +$16.8K 2.48% 14
2025
Q3 		$5.11M Sell
32,118
-1,842
-5% -$272K 2.24% 15
2025
Q2 		$4.78M Buy
33,960
+27,845
+455% +$3.42M 2.1% 18
2025
Q1 		$713K Buy
+6,115
New +$788K 0.35% 36
2023
Q2 		– Sell
-21,737
Closed -$1.91M – 40
2023
Q1 		$1.91M Buy
+21,737
New +$2.03M 1.36% 22

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

Scholtz & Company's MS Position: Q1 2026 in Review

Scholtz & Company increased its Morgan Stanley (MS) stake by 0.65% in Q1 2026, buying an estimated $36K and bringing the position to 32,427 shares worth $5.34M. The position accounts for 2.73% of the portfolio, ranked #10.

Scholtz & Company first reported a position in MS in Q1 2023 and has held it in 6 quarters since. The position peaked at $5.72M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Scholtz & Company held 32,427 shares of Morgan Stanley worth $5.34M as of Q1 2026.
  • Scholtz & Company bought 208 Morgan Stanley shares in Q1 2026, an estimated $36K.
  • Morgan Stanley made up 2.73% of Scholtz & Company's portfolio in Q1 2026, its #10 holding.
  • Scholtz & Company first reported a position in Morgan Stanley in Q1 2023 and has held it in 6 quarters since.
  • Scholtz & Company's Morgan Stanley position peaked at $5.72M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.