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Sentinus LLC’s Morgan Stanley MS Stock Holding History

Sentinus LLC’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 		$1.23M Buy
7,455
+3,059
+70% +$530K 0.11% 152
2025
Q4 		$780K Buy
4,396
+650
+17% +$108K 0.08% 206
2025
Q3 		$595K Buy
3,746
+100
+3% +$14.8K 0.13% 110
2025
Q2 		$514K Buy
3,646
+361
+11% +$44.3K 0.13% 121
2025
Q1 		$383K Buy
3,285
+237
+8% +$30.5K 0.11% 137
2024
Q4 		$383K Sell
3,048
-839
-22% -$103K 0.11% 128
2024
Q3 		$405K Buy
3,887
+241
+7% +$24.3K 0.12% 128
2024
Q2 		$354K Buy
3,646
+237
+7% +$22.6K 0.12% 129
2024
Q1 		$321K Buy
+3,409
New +$300K 0.11% 126
2023
Q2 		$321K Sell
3,753
-15
-0.4% -$1.28K 0.1% 144
2023
Q1 		$331K Buy
+3,768
New +$352K 0.11% 129

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

Sentinus LLC's MS Position: Q1 2026 in Review

Sentinus LLC increased its Morgan Stanley (MS) stake by 70% in Q1 2026, buying an estimated $530K and bringing the position to 7,455 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #152.

Sentinus LLC first reported a position in MS in Q1 2023 and has held it in 11 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Sentinus LLC held 7,455 shares of Morgan Stanley worth $1.23M as of Q1 2026.
  • Sentinus LLC bought 3,059 Morgan Stanley shares in Q1 2026, an estimated $530K.
  • Morgan Stanley made up 0.11% of Sentinus LLC's portfolio in Q1 2026, its #152 holding.
  • Sentinus LLC first reported a position in Morgan Stanley in Q1 2023 and has held it in 11 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sentinus LLC's 13F filing for Q1 2026, filed 6 May 2026.