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Sentry Investment Management’s Morgan Stanley MS Stock Holding History

Sentry Investment 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 		– Sell
-3,113
Closed -$553K – 318
2025
Q4 		$553K Hold
3,113
– – 0.36% 47
2025
Q3 		$485K Sell
3,113
-895
-22% -$132K 0.32% 49
2025
Q2 		$566K Hold
4,008
– – 0.31% 58
2025
Q1 		$404K Sell
4,008
-1,197
-23% -$154K 0.27% 75
2024
Q4 		$654K Sell
5,205
-847
-14% -$104K 0.31% 66
2024
Q3 		$631K Hold
6,052
– – 0.27% 83
2024
Q2 		$588K Sell
6,052
-1,239
-17% -$118K 0.26% 84
2024
Q1 		$687K Hold
7,291
– – 0.27% 85
2023
Q4 		$680K Sell
7,291
-91
-1% -$7.28K 0.29% 80
2023
Q3 		$603K Sell
7,382
-1,788
-19% -$155K 0.29% 72
2023
Q2 		$783K Buy
9,170
+5,592
+156% +$478K 0.3% 81
2023
Q1 		$314K Sell
3,578
-3,146
-47% -$294K 0.13% 180
2022
Q4 		$572K Sell
6,724
-2,864
-30% -$244K 0.25% 97
2022
Q3 		$758K Hold
9,588
– – 0.36% 57
2022
Q2 		$729K Sell
9,588
-1,867
-16% -$153K 0.33% 67
2022
Q1 		$1M Buy
11,455
+7,073
+161% +$682K 0.32% 70
2021
Q4 		$430K Sell
4,382
-9,150
-68% -$911K 0.11% 191
2021
Q3 		$1.32M Sell
13,532
-252
-2% -$25K 0.38% 54
2021
Q2 		$1.26M Buy
13,784
+1,330
+11% +$114K 0.32% 81
2021
Q1 		$967K Sell
12,454
-77,946
-86% -$5.97M 0.27% 94
2020
Q4 		$6.2M Buy
90,400
+88,913
+5,979% +$5.1M 0.31% 81
2020
Q3 		$72K Sell
1,487
-66,076
-98% -$3.33M ﹤0.01% 415
2020
Q2 		$3.26M Buy
67,563
+66,053
+4,374% +$2.77M 0.2% 125
2020
Q1 		$51K Sell
1,510
-78,970
-98% -$3.72M ﹤0.01% 409
2019
Q4 		$4.11M Hold
80,480
– – 0.25% 106
2019
Q3 		$3.43M Hold
80,480
– – 0.22% 121
2019
Q2 		$3.53M Hold
80,480
– – 0.23% 113
2019
Q1 		$3.4M Sell
80,480
-7,091
-8% -$298K 0.24% 108
2018
Q4 		$3.47M Sell
87,571
-2,247
-3% -$98.1K 0.25% 98
2018
Q3 		$4.18M Sell
89,818
-3,695
-4% -$180K 0.25% 102
2018
Q2 		$4.43M Sell
93,513
-10,286
-10% -$537K 0.29% 85
2018
Q1 		$5.6M Sell
103,799
-9,797
-9% -$542K 0.34% 73
2017
Q4 		$5.96M Buy
113,596
+13,258
+13% +$670K 0.32% 82
2017
Q3 		$4.83M Sell
100,338
-77
-0.1% -$3.57K 0.18% 100
2017
Q2 		$4.47M Buy
100,415
+959
+1% +$41.4K 0.18% 103
2017
Q1 		$4.26M Sell
99,456
-19,743
-17% -$876K 0.17% 101
2016
Q4 		$5.04M Sell
119,199
-1,157
-1% -$43.8K 0.21% 84
2016
Q3 		$3.86M Buy
120,356
+2,326
+2% +$69.4K 0.17% 103
2016
Q2 		$3.07M Hold
118,030
– – 0.13% 120
2016
Q1 		$2.95M Buy
118,030
+1,393
+1% +$35.5K 0.13% 124
2015
Q4 		$3.71M Sell
116,637
-122,495
-51% -$4.07M 0.17% 100
2015
Q3 		$7.53M Buy
239,132
+75,951
+47% +$2.76M 0.37% 52
2015
Q2 		$6.33M Buy
163,181
+33,551
+26% +$1.28M 0.3% 63
2015
Q1 		$4.63M Buy
129,630
+4,100
+3% +$147K 0.22% 85
2014
Q4 		$4.87M Buy
125,530
+61,453
+96% +$2.19M 0.24% 75
2014
Q3 		$2.21M Sell
64,077
-7,619
-11% -$254K 0.11% 145
2014
Q2 		$2.32M Sell
71,696
-4,640
-6% -$143K 0.12% 146
2014
Q1 		$2.38M Hold
76,336
– – 0.13% 130
2013
Q4 		$2.39M Sell
76,336
-98,900
-56% -$2.94M 0.13% 129
2013
Q3 		$4.72M Buy
175,236
+62,350
+55% +$1.67M 0.28% 53
2013
Q2 		$2.76M Buy
+112,886
New +$2.68M 0.16% 71

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sentry Investment Management's MS Position: Q1 2026 in Review

Sentry Investment Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 3,113 shares — an estimated $553K sold.

Sentry Investment Management first reported a position in MS in Q2 2013 and held it in 51 quarters. The position peaked at $7.53M in Q3 2015. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Sentry Investment Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 3,113 Morgan Stanley shares in Q1 2026, an estimated $553K.
  • Sentry Investment Management first reported a position in Morgan Stanley in Q2 2013 and held it in 51 quarters.
  • Sentry Investment Management's Morgan Stanley position peaked at $7.53M in Q3 2015.
  • 2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.