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Shufro Rose & Co’s Morgan Stanley MS Stock Holding History

Shufro Rose & Co’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 		$965K Buy
5,866
+477
+9% +$82.6K 0.07% 125
2025
Q4 		$957K Sell
5,389
-400
-7% -$66.7K 0.06% 123
2025
Q3 		$675K Hold
5,789
– – 0.06% 145
2025
Q2 		$675K Hold
5,789
– – 0.05% 144
2025
Q1 		$675K Sell
5,789
-41
-0.7% -$5.28K 0.05% 146
2024
Q4 		$733K Sell
5,830
-390
-6% -$48K 0.06% 134
2024
Q3 		$605K Hold
6,220
– – 0.05% 158
2024
Q2 		$605K Sell
6,220
-200
-3% -$19K 0.05% 158
2024
Q1 		$605K Hold
6,420
– – 0.05% 148
2023
Q4 		$524K Hold
6,420
– – 0.05% 153
2023
Q3 		$524K Sell
6,420
-1,000
-13% -$86.8K 0.05% 152
2023
Q2 		$634K Sell
7,420
-75
-1% -$6.41K 0.06% 142
2023
Q1 		$658K Hold
7,495
– – 0.06% 143
2022
Q4 		$637K Sell
7,495
-17
-0.2% -$1.45K 0.05% 146
2022
Q3 		$594K Buy
7,512
+17
+0.2% +$1.43K 0.06% 146
2022
Q2 		$570K Hold
7,495
– – 0.05% 159
2022
Q1 		$655K Hold
7,495
– – 0.05% 156
2021
Q4 		$736K Sell
7,495
-500
-6% -$49.8K 0.05% 146
2021
Q3 		$778K Buy
7,995
+75
+0.9% +$7.43K 0.06% 130
2021
Q2 		$726K Sell
7,920
-300
-4% -$25.7K 0.05% 135
2021
Q1 		$638K Hold
8,220
– – 0.05% 148
2020
Q4 		$563K Sell
8,220
-300
-4% -$17.2K 0.05% 153
2020
Q3 		$412K Buy
8,520
+780
+10% +$39.3K 0.04% 174
2020
Q2 		$374K Hold
7,740
– – 0.04% 183
2020
Q1 		$263K Hold
7,740
– – 0.03% 218
2019
Q4 		$396K Buy
7,740
+300
+4% +$14.2K 0.04% 194
2019
Q3 		$317K Buy
7,440
+140
+2% +$5.98K 0.03% 218
2019
Q2 		$320K Hold
7,300
– – 0.03% 213
2019
Q1 		$308K Buy
7,300
+2,200
+43% +$92.6K 0.03% 213
2018
Q4 		$202K Buy
+5,100
New +$223K 0.02% 248
2018
Q2 		– Sell
-4,100
Closed -$221K – 310
2018
Q1 		$221K Sell
4,100
-1,100
-21% -$60.9K 0.02% 256
2017
Q4 		$273K Sell
5,200
-400
-7% -$20.2K 0.03% 234
2017
Q3 		$270K Hold
5,600
– – 0.03% 238
2017
Q2 		$250K Hold
5,600
– – 0.03% 228
2017
Q1 		$240K Hold
5,600
– – 0.03% 227
2016
Q4 		$237K Sell
5,600
-3,000
-35% -$113K 0.03% 223
2016
Q3 		$276K Sell
8,600
-1,500
-15% -$44.7K 0.03% 212
2016
Q2 		$262K Hold
10,100
– – 0.03% 215
2016
Q1 		$253K Sell
10,100
-1,500
-13% -$38.3K 0.03% 222
2015
Q4 		$368K Buy
11,600
+500
+5% +$16.6K 0.04% 174
2015
Q3 		$349K Sell
11,100
-300
-3% -$10.9K 0.04% 181
2015
Q2 		$442K Sell
11,400
-2,000
-15% -$76.1K 0.05% 169
2015
Q1 		$478K Hold
13,400
– – 0.05% 167
2014
Q4 		$519K Hold
13,400
– – 0.05% 164
2014
Q3 		$463K Sell
13,400
-600
-4% -$20K 0.05% 170
2014
Q2 		$452K Buy
14,000
+2,200
+19% +$67.8K 0.05% 170
2014
Q1 		$367K Hold
11,800
– – 0.04% 185
2013
Q4 		$370K Hold
11,800
– – 0.04% 186
2013
Q3 		$318K Hold
11,800
– – 0.04% 189
2013
Q2 		$288K Buy
+11,800
New +$280K 0.03% 189

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

Shufro Rose & Co's MS Position: Q1 2026 in Review

Shufro Rose & Co increased its Morgan Stanley (MS) stake by 8.9% in Q1 2026, buying an estimated $82.6K and bringing the position to 5,866 shares worth $965K. The position accounts for 0.07% of the portfolio, ranked #125.

Shufro Rose & Co first reported a position in MS in Q2 2013 and has held it in 50 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Shufro Rose & Co held 5,866 shares of Morgan Stanley worth $965K as of Q1 2026.
  • Shufro Rose & Co bought 477 Morgan Stanley shares in Q1 2026, an estimated $82.6K.
  • Morgan Stanley made up 0.07% of Shufro Rose & Co's portfolio in Q1 2026, its #125 holding.
  • Shufro Rose & Co first reported a position in Morgan Stanley in Q2 2013 and has held it in 50 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.