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Silvercrest Asset Management’s Morgan Stanley MS Stock Holding History

Silvercrest 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 		$2.21M Buy
13,404
+510
+4% +$88.3K 0.02% 514
2025
Q4 		$2.29M Sell
12,894
-585
-4% -$97.6K 0.02% 522
2025
Q3 		$2.14M Buy
13,479
+203
+2% +$30K 0.01% 531
2025
Q2 		$1.87M Sell
13,276
-107
-0.8% -$13.1K 0.01% 560
2025
Q1 		$1.56M Buy
13,383
+1,505
+13% +$194K 0.01% 569
2024
Q4 		$1.49M Buy
11,878
+1,027
+9% +$126K 0.01% 565
2024
Q3 		$1.13M Sell
10,851
-549
-5% -$55.3K 0.01% 557
2024
Q2 		$1.11M Sell
11,400
-358
-3% -$34.1K 0.01% 614
2024
Q1 		$1.11M Sell
11,758
-32
-0.3% -$2.82K 0.01% 597
2023
Q4 		$1.1M Buy
11,790
+1,631
+16% +$130K 0.01% 577
2023
Q3 		$830K Hold
10,159
– – 0.01% 623
2023
Q2 		$868K Buy
10,159
+44
+0.4% +$3.76K 0.01% 612
2023
Q1 		$888K Buy
10,115
+236
+2% +$22K 0.01% 594
2022
Q4 		$840K Buy
9,879
+317
+3% +$27K 0.01% 594
2022
Q3 		$755K Sell
9,562
-1,040
-10% -$87.7K 0.01% 592
2022
Q2 		$806K Sell
10,602
-1,599
-13% -$131K 0.01% 593
2022
Q1 		$1.07M Buy
12,201
+223
+2% +$21.5K 0.01% 592
2021
Q4 		$1.18M Sell
11,978
-83
-0.7% -$8.27K 0.01% 550
2021
Q3 		$1.17M Sell
12,061
-21
-0.2% -$2.08K 0.01% 552
2021
Q2 		$1.11M Sell
12,082
-607
-5% -$52K 0.01% 555
2021
Q1 		$985K Buy
12,689
+1,494
+13% +$114K 0.01% 566
2020
Q4 		$767K Buy
11,195
+966
+9% +$55.4K 0.01% 573
2020
Q3 		$495K Buy
10,229
+28
+0.3% +$1.41K ﹤0.01% 607
2020
Q2 		$493K Hold
10,201
– – ﹤0.01% 604
2020
Q1 		$347K Sell
10,201
-3,966
-28% -$187K ﹤0.01% 604
2019
Q4 		$724K Buy
14,167
+7,235
+104% +$342K 0.01% 562
2019
Q3 		$296K Hold
6,932
– – ﹤0.01% 639
2019
Q2 		$304K Sell
6,932
-40
-0.6% -$1.78K ﹤0.01% 486
2019
Q1 		$294K Sell
6,972
-123
-2% -$5.18K ﹤0.01% 482
2018
Q4 		$281K Sell
7,095
-775
-10% -$33.8K ﹤0.01% 446
2018
Q3 		$367K Sell
7,870
-338
-4% -$16.5K ﹤0.01% 435
2018
Q2 		$389K Sell
8,208
-200
-2% -$10.5K ﹤0.01% 428
2018
Q1 		$454K Sell
8,408
-387
-4% -$21.4K ﹤0.01% 425
2017
Q4 		$461K Hold
8,795
– – ﹤0.01% 423
2017
Q3 		$424K Sell
8,795
-300
-3% -$13.9K ﹤0.01% 428
2017
Q2 		$405K Sell
9,095
-200
-2% -$8.62K ﹤0.01% 422
2017
Q1 		$398K Sell
9,295
-92
-1% -$4.08K ﹤0.01% 444
2016
Q4 		$397K Sell
9,387
-3,613
-28% -$137K ﹤0.01% 445
2016
Q3 		$417K Buy
13,000
+718
+6% +$21.4K 0.01% 429
2016
Q2 		$319K Sell
12,282
-74
-0.6% -$1.94K ﹤0.01% 467
2016
Q1 		$309K Sell
12,356
-45,118
-79% -$1.15M ﹤0.01% 461
2015
Q4 		$1.83M Sell
57,474
-1,270
-2% -$42.2K 0.03% 300
2015
Q3 		$1.85M Sell
58,744
-300
-0.5% -$10.9K 0.03% 271
2015
Q2 		$2.29M Buy
59,044
+158
+0.3% +$6.01K 0.03% 284
2015
Q1 		$2.1M Sell
58,886
-875
-1% -$31.4K 0.03% 262
2014
Q4 		$2.32M Buy
59,761
+2,400
+4% +$85.4K 0.03% 260
2014
Q3 		$1.98M Sell
57,361
-7,400
-11% -$247K 0.03% 267
2014
Q2 		$2.09M Buy
64,761
+8,501
+15% +$262K 0.03% 266
2014
Q1 		$1.75M Sell
56,260
-173
-0.3% -$5.34K 0.03% 272
2013
Q4 		$1.77M Sell
56,433
-1,190
-2% -$35.4K 0.03% 274
2013
Q3 		$1.55M Hold
57,623
– – 0.03% 273
2013
Q2 		$1.41M Buy
+57,623
New +$1.37M 0.03% 274

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

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

Silvercrest Asset Management increased its Morgan Stanley (MS) stake by 4% in Q1 2026, buying an estimated $88.3K and bringing the position to 13,404 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #514.

Silvercrest Asset Management first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.32M in Q4 2014. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Silvercrest Asset Management held 13,404 shares of Morgan Stanley worth $2.21M as of Q1 2026.
  • Silvercrest Asset Management bought 510 Morgan Stanley shares in Q1 2026, an estimated $88.3K.
  • Morgan Stanley made up 0.02% of Silvercrest Asset Management's portfolio in Q1 2026, its #514 holding.
  • Silvercrest Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Silvercrest Asset Management's Morgan Stanley position peaked at $2.32M in Q4 2014.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.