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Sherman Asset Management’s Morgan Stanley MS Stock Holding History

Sherman Asset 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 		$191K Hold
1,162
– – 0.18% 50
2025
Q4 		$206K Hold
1,162
– – 0.17% 54
2025
Q3 		$185K Hold
1,162
– – 0.16% 57
2025
Q2 		$164K Hold
1,162
– – 0.15% 63
2025
Q1 		$136K Sell
1,162
-8
-0.7% -$1.03K 0.13% 71
2024
Q4 		$147K Buy
+1,170
New +$144K 0.13% 67

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

Sherman Asset Management's MS Position: Q1 2026 in Review

Sherman Asset Management held its Morgan Stanley (MS) position steady in Q1 2026 at 1,162 shares worth $191K. The position accounts for 0.18% of the portfolio, ranked #50.

Sherman Asset Management first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $206K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Sherman Asset Management held 1,162 shares of Morgan Stanley worth $191K as of Q1 2026.
  • Sherman Asset Management left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.18% of Sherman Asset Management's portfolio in Q1 2026, its #50 holding.
  • Sherman Asset Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Sherman Asset Management's Morgan Stanley position peaked at $206K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.