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Shelton Capital Management’s Morgan Stanley MS Stock Holding History

Shelton Capital 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 		$12.4M Sell
75,237
-88,142
-54% -$15.3M 0.27% 84
2025
Q4 		$29M Buy
163,379
+92,942
+132% +$15.5M 0.57% 39
2025
Q3 		$11.2M Sell
70,437
-6,768
-9% -$999K 0.24% 100
2025
Q2 		$10.9M Sell
77,205
-44,749
-37% -$5.5M 0.25% 100
2025
Q1 		$14.2M Buy
121,954
+114,710
+1,584% +$14.8M 0.34% 72
2024
Q4 		$911K Sell
7,244
-3,132
-30% -$386K 0.02% 276
2024
Q3 		$1.08M Sell
10,376
-21,781
-68% -$2.19M 0.03% 276
2024
Q2 		$3.13M Sell
32,157
-2,141
-6% -$204K 0.08% 206
2024
Q1 		$3.23M Sell
34,298
-105,099
-75% -$9.26M 0.09% 211
2023
Q4 		$13M Buy
139,397
+56,201
+68% +$4.5M 0.41% 54
2023
Q3 		$6.79M Sell
83,196
-26,398
-24% -$2.29M 0.25% 98
2023
Q2 		$9.36M Sell
109,594
-13,709
-11% -$1.17M 0.34% 60
2023
Q1 		$10.8M Buy
123,303
+106,203
+621% +$9.91M 0.45% 46
2022
Q4 		$1.45M Sell
17,100
-121,275
-88% -$10.3M 0.15% 182
2022
Q3 		$10.9M Sell
138,375
-9,227
-6% -$778K 0.52% 40
2022
Q2 		$11.2M Buy
147,602
+29,102
+25% +$2.38M 0.5% 44
2022
Q1 		$10.4M Buy
118,500
+9,902
+9% +$955K 0.38% 60
2021
Q4 		$10.7M Sell
108,598
-10,312
-9% -$1.03M 0.38% 56
2021
Q3 		$11.6M Sell
118,910
-5,885
-5% -$583K 0.45% 44
2021
Q2 		$11.4M Sell
124,795
-69,961
-36% -$6M 0.43% 47
2021
Q1 		$15.1M Buy
194,756
+99,850
+105% +$7.65M 0.53% 34
2020
Q4 		$6.5M Buy
94,906
+7,445
+9% +$427K 0.29% 70
2020
Q3 		$4.23M Buy
87,461
+65,800
+304% +$3.31M 0.18% 130
2020
Q2 		$1.05M Sell
21,661
-6,360
-23% -$267K 0.06% 241
2020
Q1 		$953K Sell
28,021
-8,400
-23% -$396K 0.07% 225
2019
Q4 		$1.86M Sell
36,421
-21,503
-37% -$1.02M 0.1% 176
2019
Q3 		$2.47M Hold
57,924
– – 0.15% 131
2019
Q2 		$2.54M Buy
57,924
+54,475
+1,579% +$2.43M 0.15% 134
2019
Q1 		$81.7K Sell
3,449
-78,675
-96% -$3.31M 0.32% 64
2018
Q4 		$3.26M Sell
82,124
-1,100
-1% -$48K 0.22% 98
2018
Q3 		$3.88M Buy
83,224
+23,085
+38% +$1.13M 0.22% 97
2018
Q2 		$2.85M Sell
60,139
-1,685
-3% -$88K 0.18% 122
2018
Q1 		$3.34M Sell
61,824
-141,100
-70% -$7.81M 0.22% 102
2017
Q4 		$10.6M Buy
202,924
+28,500
+16% +$1.44M 0.68% 26
2017
Q3 		$8.4M Buy
174,424
+58,545
+51% +$2.72M 0.57% 33
2017
Q2 		$5.16M Buy
115,879
+56,555
+95% +$2.44M 0.36% 62
2017
Q1 		$2.54M Sell
59,324
-100
-0.2% -$4.44K 0.18% 112
2016
Q4 		$2.51M Sell
59,424
-23,800
-29% -$900K 0.19% 104
2016
Q3 		$2.67M Sell
83,224
-7,749
-9% -$231K 0.22% 88
2016
Q2 		$2.36M Buy
90,973
+1,049
+1% +$27.4K 0.21% 93
2016
Q1 		$2.25M Sell
89,924
-600
-0.7% -$15.3K 0.2% 95
2015
Q4 		$2.88M Sell
90,524
-7,400
-8% -$246K 0.28% 77
2015
Q3 		$3.08M Sell
97,924
-1,200
-1% -$43.7K 0.34% 59
2015
Q2 		$3.85M Sell
99,124
-700
-0.7% -$26.6K 0.4% 48
2015
Q1 		$3.56M Sell
99,824
-1,400
-1% -$50.2K 0.38% 53
2014
Q4 		$3.93M Buy
101,224
+14,700
+17% +$523K 0.46% 39
2014
Q3 		$2.99M Sell
86,524
-9,900
-10% -$330K 0.4% 53
2014
Q2 		$3.12M Buy
96,424
+10,500
+12% +$324K 0.44% 47
2014
Q1 		$2.68M Hold
85,924
– – 0.39% 56
2013
Q4 		$2.69M Sell
85,924
-800
-0.9% -$23.8K 0.41% 53
2013
Q3 		$2.34M Sell
86,724
-2,500
-3% -$67.1K 0.39% 57
2013
Q2 		$2.18M Buy
+89,224
New +$2.12M 0.4% 58

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

Shelton Capital Management's MS Position: Q1 2026 in Review

Shelton Capital Management reduced its Morgan Stanley (MS) stake by 54% in Q1 2026, selling an estimated $15.3M and leaving 75,237 shares worth $12.4M. The position accounts for 0.27% of the portfolio, ranked #84.

Shelton Capital Management first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $29M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Shelton Capital Management held 75,237 shares of Morgan Stanley worth $12.4M as of Q1 2026.
  • Shelton Capital Management sold 88,142 Morgan Stanley shares in Q1 2026, an estimated $15.3M.
  • Morgan Stanley made up 0.27% of Shelton Capital Management's portfolio in Q1 2026, its #84 holding.
  • Shelton Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Shelton Capital Management's Morgan Stanley position peaked at $29M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.