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Sienna Gestion’s Morgan Stanley MS Stock Holding History

Sienna Gestion’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 		$7.38M Buy
+46,245
New +$8.01M 0.48% 88
2025
Q4 		– Sell
-9,346
Closed -$1.35M – 176
2025
Q3 		$1.35M Hold
9,346
– – 0.09% 116
2025
Q2 		$1.2M Hold
9,346
– – 0.08% 122
2025
Q1 		$1.06M Hold
9,346
– – 0.09% 121
2024
Q4 		$1.17M Hold
9,346
– – 0.08% 124
2024
Q3 		$972K Buy
+9,346
New +$941K 0.06% 131

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

Sienna Gestion's MS Position: Q1 2026 in Review

Sienna Gestion opened a new position in Morgan Stanley (MS) in Q1 2026: 46,245 shares worth $7.38M. The stake represents 0.48% of the portfolio and ranks #88 among its holdings. This is a return to the name: Sienna Gestion previously reported a position in MS as recently as Q3 2025.

Sienna Gestion first reported a position in MS in Q3 2024 and has held it in 6 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Sienna Gestion held 46,245 shares of Morgan Stanley worth $7.38M as of Q1 2026.
  • Morgan Stanley was a new Sienna Gestion position in Q1 2026.
  • Morgan Stanley made up 0.48% of Sienna Gestion's portfolio in Q1 2026, its #88 holding.
  • Sienna Gestion first reported a position in Morgan Stanley in Q3 2024 and has held it in 6 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sienna Gestion's 13F filing for Q1 2026, filed 15 May 2026.