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MS icon

SignatureFD’s Morgan Stanley MS Stock Holding History

SignatureFD’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 		$4.86M Buy
29,515
+1,235
+4% +$214K 0.07% 104
2025
Q4 		$5.02M Buy
28,280
+956
+3% +$159K 0.08% 93
2025
Q3 		$4.34M Buy
27,324
+364
+1% +$53.7K 0.07% 99
2025
Q2 		$3.8M Buy
26,960
+1,134
+4% +$139K 0.06% 114
2025
Q1 		$3.01M Buy
25,826
+1,134
+5% +$146K 0.06% 130
2024
Q4 		$3.1M Buy
24,692
+676
+3% +$83.3K 0.06% 122
2024
Q3 		$2.5M Sell
24,016
-537
-2% -$54.1K 0.05% 142
2024
Q2 		$2.39M Buy
24,553
+1,419
+6% +$135K 0.05% 139
2024
Q1 		$2.18M Buy
23,134
+1,386
+6% +$122K 0.05% 152
2023
Q4 		$2.03M Sell
21,748
-3,557
-14% -$285K 0.05% 147
2023
Q3 		$2.07M Sell
25,305
-2,999
-11% -$260K 0.05% 121
2023
Q2 		$2.42M Buy
28,304
+1,306
+5% +$112K 0.06% 108
2023
Q1 		$2.37M Sell
26,998
-518
-2% -$48.3K 0.06% 108
2022
Q4 		$2.34M Sell
27,516
-66
-0.2% -$5.63K 0.07% 100
2022
Q3 		$2.18M Buy
27,582
+2,678
+11% +$226K 0.07% 80
2022
Q2 		$1.89M Buy
24,904
+1,149
+5% +$94.1K 0.06% 98
2022
Q1 		$2.08M Buy
23,755
+415
+2% +$40K 0.06% 105
2021
Q4 		$2.29M Buy
23,340
+4,245
+22% +$423K 0.07% 99
2021
Q3 		$1.86M Buy
19,095
+3,719
+24% +$368K 0.06% 107
2021
Q2 		$1.41M Buy
15,376
+1,598
+12% +$137K 0.06% 130
2021
Q1 		$1.07M Buy
13,778
+458
+3% +$35.1K 0.05% 147
2020
Q4 		$913K Buy
13,320
+905
+7% +$51.9K 0.04% 148
2020
Q3 		$600K Buy
12,415
+3,494
+39% +$176K 0.03% 198
2020
Q2 		$431K Sell
8,921
-271
-3% -$11.4K 0.03% 246
2020
Q1 		$313K Buy
9,192
+1,176
+15% +$55.4K 0.03% 283
2019
Q4 		$410K Buy
8,016
+508
+7% +$24K 0.03% 280
2019
Q3 		$320K Buy
7,508
+306
+4% +$13.1K 0.03% 287
2019
Q2 		$316K Buy
7,202
+656
+10% +$29.3K 0.03% 272
2019
Q1 		$276K Sell
6,546
-1,308
-17% -$55K 0.02% 289
2018
Q4 		$311K Buy
7,854
+271
+4% +$11.8K 0.03% 246
2018
Q3 		$353K Buy
7,583
+306
+4% +$14.9K 0.04% 270
2018
Q2 		$345K Sell
7,277
-987
-12% -$51.6K 0.04% 261
2018
Q1 		$446K Buy
8,264
+681
+9% +$37.7K 0.05% 160
2017
Q4 		$398K Buy
7,583
+1,695
+29% +$85.7K 0.05% 182
2017
Q3 		$284K Buy
5,888
+513
+10% +$23.8K 0.04% 219
2017
Q2 		$240K Buy
5,375
+472
+10% +$20.4K 0.03% 230
2017
Q1 		$210K Sell
4,903
-35
-0.7% -$1.55K 0.03% 257
2016
Q4 		$209K Buy
4,938
+918
+23% +$34.7K 0.04% 209
2016
Q3 		$129K Buy
4,020
+723
+22% +$21.6K 0.02% 302
2016
Q2 		$86K Buy
3,297
+922
+39% +$24.1K 0.01% 341
2016
Q1 		$59K Buy
2,375
+51
+2% +$1.3K 0.01% 390
2015
Q4 		$74K Buy
2,324
+1,118
+93% +$37.1K 0.01% 292
2015
Q3 		$38K Buy
1,206
+561
+87% +$20.4K 0.01% 397
2015
Q2 		$25K Buy
645
+568
+738% +$21.6K 0.01% 429
2015
Q1 		$3K Sell
77
-65
-46% -$2.33K ﹤0.01% 754
2014
Q4 		$6K Buy
+142
New +$5.05K ﹤0.01% 581
2014
Q3 		– Sell
-209
Closed -$7K – 838
2014
Q2 		$7K Buy
209
+201
+2,513% +$6.2K ﹤0.01% 524
2014
Q1 		$0 Sell
8
-55
-87% -$1.7K ﹤0.01% 876
2013
Q4 		$2K Buy
63
+55
+688% +$1.64K ﹤0.01% 591
2013
Q3 		$0 Hold
8
– – ﹤0.01% 720
2013
Q2 		$0 Buy
+8
New +$190 ﹤0.01% 610

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

SignatureFD's MS Position: Q1 2026 in Review

SignatureFD increased its Morgan Stanley (MS) stake by 4.4% in Q1 2026, buying an estimated $214K and bringing the position to 29,515 shares worth $4.86M. The position accounts for 0.07% of the portfolio, ranked #104.

SignatureFD first reported a position in MS in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.02M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • SignatureFD held 29,515 shares of Morgan Stanley worth $4.86M as of Q1 2026.
  • SignatureFD bought 1,235 Morgan Stanley shares in Q1 2026, an estimated $214K.
  • Morgan Stanley made up 0.07% of SignatureFD's portfolio in Q1 2026, its #104 holding.
  • SignatureFD first reported a position in Morgan Stanley in Q2 2013 and has held it in 51 quarters since.
  • SignatureFD's Morgan Stanley position peaked at $5.02M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.