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Siemens Fonds Invest’s Morgan Stanley MS Stock Holding History

Siemens Fonds Invest’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 		$8.64M Sell
52,511
-689
-1% -$119K 0.5% 37
2025
Q4 		$9.53M Buy
53,200
+3,188
+6% +$532K 0.51% 29
2025
Q3 		$7.95M Buy
50,012
+12,804
+34% +$1.89M 0.43% 40
2025
Q2 		$5.24M Buy
37,208
+2,833
+8% +$348K 0.31% 76
2025
Q1 		$4.01M Buy
34,375
+555
+2% +$71.5K 0.28% 94
2024
Q4 		$4.25M Buy
33,820
+66
+0.2% +$8.13K 0.28% 88
2024
Q3 		$3.52M Sell
33,754
-1,279
-4% -$129K 0.28% 102
2024
Q2 		$3.4M Buy
35,033
+87
+0.2% +$8.28K 0.25% 105
2024
Q1 		$3.29M Sell
34,946
-598
-2% -$52.7K 0.25% 110
2023
Q4 		$3.31M Buy
35,544
+799
+2% +$63.9K 0.27% 107
2023
Q3 		$2.84M Sell
34,745
-1,325
-4% -$115K 0.29% 95
2023
Q2 		$3.07M Hold
36,070
– – 0.3% 91
2023
Q1 		$3.17M Sell
36,070
-255
-0.7% -$23.8K 0.33% 87
2022
Q4 		$3.09M Sell
36,325
-60
-0.2% -$5.11K 0.31% 86
2022
Q3 		$2.88M Sell
36,385
-1,957
-5% -$165K 0.33% 89
2022
Q2 		$2.92M Sell
38,342
-541
-1% -$44.3K 0.31% 94
2022
Q1 		$3.4M Sell
38,883
-498
-1% -$48K 0.28% 89
2021
Q4 		$3.89M Buy
39,381
+4,792
+14% +$477K 0.26% 89
2021
Q3 		$3.37M Buy
34,589
+1,508
+5% +$149K 0.22% 97
2021
Q2 		$3.03M Buy
33,081
+1,667
+5% +$143K 0.36% 89
2021
Q1 		$2.44M Buy
31,414
+4,521
+17% +$346K 0.24% 124
2020
Q4 		$1.82M Buy
+26,893
New +$1.54M 0.19% 132

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

Siemens Fonds Invest's MS Position: Q1 2026 in Review

Siemens Fonds Invest reduced its Morgan Stanley (MS) stake by 1.3% in Q1 2026, selling an estimated $119K and leaving 52,511 shares worth $8.64M. The position accounts for 0.5% of the portfolio, ranked #37.

Siemens Fonds Invest first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.53M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Siemens Fonds Invest held 52,511 shares of Morgan Stanley worth $8.64M as of Q1 2026.
  • Siemens Fonds Invest sold 689 Morgan Stanley shares in Q1 2026, an estimated $119K.
  • Morgan Stanley made up 0.5% of Siemens Fonds Invest's portfolio in Q1 2026, its #37 holding.
  • Siemens Fonds Invest first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • Siemens Fonds Invest's Morgan Stanley position peaked at $9.53M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.