Simplex Trading’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38M | Sell |
231,200
-222,800
| -49% | -$38.6M | 0.03% | 279 |
|
|
2025
Q4 | $80.6M | Sell |
454,000
-262,500
| -37% | -$43.8M | 0.05% | 188 |
|
|
2025
Q3 | $114M | Sell |
716,500
-325,800
| -31% | -$48.1M | 0.06% | 166 |
|
|
2025
Q2 | $147M | Buy |
1,042,300
+180,600
| +21% | +$22.2M | 0.08% | 119 |
|
|
2025
Q1 | $101M | Buy |
861,700
+219,900
| +34% | +$28.3M | 0.06% | 140 |
|
|
2024
Q4 | $80.7M | Sell |
641,800
-186,700
| -23% | -$23M | 0.05% | 200 |
|
|
2024
Q3 | $86.4M | Sell |
828,500
-8,400
| -1% | -$846K | 0.05% | 193 |
|
|
2024
Q2 | $81.3M | Sell |
836,900
-199,200
| -19% | -$19M | 0.05% | 193 |
|
|
2024
Q1 | $97.6M | Sell |
1,036,100
-443,300
| -30% | -$39M | 0.06% | 181 |
|
|
2023
Q4 | $138M | Buy |
1,479,400
+216,800
| +17% | +$17.3M | 0.09% | 122 |
|
|
2023
Q3 | $103M | Sell |
1,262,600
-26,900
| -2% | -$2.34M | 0.08% | 130 |
|
|
2023
Q2 | $110M | Sell |
1,289,500
-233,400
| -15% | -$20M | 0.09% | 124 |
|
|
2023
Q1 | $134M | Buy |
1,522,900
+137,500
| +10% | +$12.8M | 0.12% | 111 |
|
|
2022
Q4 | $118M | Buy |
1,385,400
+286,900
| +26% | +$24.5M | 0.13% | 112 |
|
|
2022
Q3 | $86.8M | Sell |
1,098,500
-15,300
| -1% | -$1.29M | 0.1% | 136 |
|
|
2022
Q2 | $84.7M | Sell |
1,113,800
-213,900
| -16% | -$17.5M | 0.09% | 140 |
|
|
2022
Q1 | $116M | Buy |
1,327,700
+444,800
| +50% | +$42.9M | 0.11% | 128 |
|
|
2021
Q4 | $86.7M | Sell |
882,900
-146,500
| -14% | -$14.6M | 0.09% | 174 |
|
|
2021
Q3 | $94.7M | Buy |
1,029,400
+67,342
| +7% | +$6.67M | 0.09% | 153 |
|
|
2021
Q2 | $88.2M | Buy |
962,058
+956,516
| +17,259% | +$82M | 0.09% | 166 |
|
|
2021
Q1 | $43M | Sell |
5,542
-2,005
| -27% | -$154K | 0.08% | 151 |
|
|
2020
Q4 | $51.7M | Buy |
7,547
+709
| +10% | +$40.7K | 0.07% | 169 |
|
|
2020
Q3 | $33.1M | Buy |
6,838
+2,622
| +62% | +$132K | 0.05% | 234 |
|
|
2020
Q2 | $20.4M | Buy |
4,216
+218
| +5% | +$9.16K | 0.03% | 300 |
|
|
2020
Q1 | $13.6M | Buy |
3,998
+426
| +12% | +$20.1K | 0.02% | 320 |
|
|
2019
Q4 | $18.3M | Buy |
3,572
+1,700
| +91% | +$80.5K | 0.04% | 303 |
|
|
2019
Q3 | $7.99M | Sell |
1,872
-1,912
| -51% | -$81.7K | 0.02% | 492 |
|
|
2019
Q2 | $16.6M | Sell |
3,784
-1,305
| -26% | -$58.2K | 0.05% | 268 |
|
|
2019
Q1 | $21.5M | Sell |
5,089
-956
| -16% | -$40.2K | 0.06% | 201 |
|
|
2018
Q4 | $24M | Buy |
6,045
+2,685
| +80% | +$117K | 0.07% | 171 |
|
|
2018
Q3 | $15.6M | Sell |
3,360
-134
| -4% | -$6.54K | 0.05% | 245 |
|
|
2018
Q2 | $16.6M | Buy |
3,494
+1,827
| +110% | +$95.5K | 0.06% | 213 |
|
|
2018
Q1 | $567K | Sell |
1,667
-1,157
| -41% | -$64K | 0.02% | 660 |
|
|
2017
Q4 | $821K | Sell |
2,824
-567
| -17% | -$28.7K | 0.04% | 480 |
|
|
2017
Q3 | $871K | Sell |
3,391
-2,673
| -44% | -$124K | 0.04% | 428 |
|
|
2017
Q2 | $921K | Buy |
6,064
+2,779
| +85% | +$120K | 0.04% | 396 |
|
|
2017
Q1 | $832K | Sell |
3,285
-1,770
| -35% | -$78.5K | 0.04% | 451 |
|
|
2016
Q4 | $1.96M | Buy |
5,055
+3,816
| +308% | +$144K | 0.12% | 147 |
|
|
2016
Q3 | $296K | Sell |
1,239
-2,337
| -65% | -$69.7K | 0.02% | 784 |
|
|
2016
Q2 | $269K | Buy |
3,576
+671
| +23% | +$17.5K | 0.02% | 824 |
|
|
2016
Q1 | $148K | Buy |
2,905
+2,144
| +282% | +$54.7K | 0.01% | 1061 |
|
|
2015
Q4 | $203K | Buy |
761
+315
| +71% | +$10.5K | 0.02% | 870 |
|
|
2015
Q3 | $36K | Buy |
446
+67
| +18% | +$2.44K | ﹤0.01% | 2254 |
|
|
2015
Q2 | $36K | Buy |
379
+25
| +7% | +$951 | ﹤0.01% | 1951 |
|
|
2015
Q1 | $20K | Sell |
354
-226
| -39% | -$8.11K | ﹤0.01% | 2337 |
|
|
2014
Q4 | $52K | Buy |
+580
| New | +$20.6K | 0.01% | 1358 |
|
Other funds holding MS
VCM
VPM
Simplex Trading's MS Position: Q1 2026 in Review
Simplex Trading increased its Morgan Stanley (MS) stake by 8.7% in Q1 2026, buying an estimated $1.01M and bringing the position to 73,071 shares worth $12M. The position accounts for 0.01% of the portfolio, ranked #627.
Simplex Trading first reported a position in MS in Q4 2014 and has held it in 24 quarters since. The position peaked at $24.9M in Q2 2022. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Simplex Trading held 73,071 shares of Morgan Stanley worth $12M as of Q1 2026.
- Simplex Trading bought 5,845 Morgan Stanley shares in Q1 2026, an estimated $1.01M.
- Morgan Stanley made up 0.01% of Simplex Trading's portfolio in Q1 2026, its #627 holding.
- Simplex Trading first reported a position in Morgan Stanley in Q4 2014 and has held it in 24 quarters since.
- Simplex Trading's Morgan Stanley position peaked at $24.9M in Q2 2022.
- 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.