Simplex Trading
MS icon

Simplex Trading’s Morgan Stanley MS Stock Holding History

Simplex Trading’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 		$64.2M Sell
390,000
-259,600
-40% -$44.9M 0.04% 181
2025
Q4 		$115M Sell
649,600
-326,300
-33% -$54.4M 0.07% 134
2025
Q3 		$155M Buy
975,900
+38,100
+4% +$5.63M 0.08% 131
2025
Q2 		$132M Sell
937,800
-156,500
-14% -$19.2M 0.08% 131
2025
Q1 		$128M Buy
1,094,300
+13,100
+1% +$1.69M 0.08% 114
2024
Q4 		$136M Buy
1,081,200
+64,300
+6% +$7.92M 0.08% 131
2024
Q3 		$106M Sell
1,016,900
-28,400
-3% -$2.86M 0.06% 150
2024
Q2 		$102M Sell
1,045,300
-113,400
-10% -$10.8M 0.06% 154
2024
Q1 		$109M Buy
1,158,700
+58,100
+5% +$5.12M 0.06% 160
2023
Q4 		$103M Sell
1,100,600
-91,800
-8% -$7.34M 0.07% 179
2023
Q3 		$97.4M Buy
1,192,400
+117,500
+11% +$10.2M 0.08% 140
2023
Q2 		$91.8M Buy
1,074,900
+74,600
+7% +$6.38M 0.08% 155
2023
Q1 		$87.8M Sell
1,000,300
-148,800
-13% -$13.9M 0.08% 175
2022
Q4 		$97.7M Sell
1,149,100
-166,400
-13% -$14.2M 0.11% 143
2022
Q3 		$104M Sell
1,315,500
-100,600
-7% -$8.48M 0.12% 107
2022
Q2 		$108M Buy
1,416,100
+63,900
+5% +$5.23M 0.11% 106
2022
Q1 		$118M Sell
1,352,200
-189,800
-12% -$18.3M 0.11% 123
2021
Q4 		$151M Buy
1,542,000
+798,776
+107% +$79.6M 0.15% 99
2021
Q3 		$68.4M Buy
743,224
+4,026
+0.5% +$399K 0.06% 205
2021
Q2 		$67.8M Buy
739,198
+732,539
+11,001% +$62.8M 0.07% 198
2021
Q1 		$51.7M Sell
6,659
-145
-2% -$11.1K 0.09% 133
2020
Q4 		$46.6M Sell
6,804
-83
-1% -$4.76K 0.06% 179
2020
Q3 		$33.3M Sell
6,887
-1,220
-15% -$61.5K 0.05% 232
2020
Q2 		$39.2M Buy
8,107
+732
+10% +$30.7K 0.06% 172
2020
Q1 		$25.1M Buy
7,375
+2,723
+59% +$128K 0.04% 202
2019
Q4 		$23.8M Buy
4,652
+311
+7% +$14.7K 0.05% 241
2019
Q3 		$18.5M Sell
4,341
-615
-12% -$26.3K 0.05% 254
2019
Q2 		$21.7M Buy
4,956
+206
+4% +$9.19K 0.06% 221
2019
Q1 		$20M Buy
4,750
+728
+18% +$30.6K 0.06% 214
2018
Q4 		$15.9M Buy
4,022
+1,149
+40% +$50.1K 0.05% 244
2018
Q3 		$13.4M Sell
2,873
-3,446
-55% -$168K 0.04% 284
2018
Q2 		$30M Buy
6,319
+1,308
+26% +$68.3K 0.12% 124
2018
Q1 		$793K Sell
5,011
-1,475
-23% -$81.6K 0.03% 488
2017
Q4 		$644K Buy
6,486
+3,503
+117% +$177K 0.03% 587
2017
Q3 		$255K Sell
2,983
-2,689
-47% -$125K 0.01% 1042
2017
Q2 		$484K Sell
5,672
-2,115
-27% -$91.2K 0.02% 674
2017
Q1 		$1.25M Buy
7,787
+3,708
+91% +$165K 0.05% 316
2016
Q4 		$289K Buy
4,079
+1,218
+43% +$46.1K 0.02% 823
2016
Q3 		$330K Sell
2,861
-1,012
-26% -$30.2K 0.02% 717
2016
Q2 		$743K Buy
3,873
+1,314
+51% +$34.4K 0.05% 377
2016
Q1 		$730K Buy
2,559
+1,830
+251% +$46.7K 0.06% 299
2015
Q4 		$399K Sell
729
-25
-3% -$831 0.03% 517
2015
Q3 		$489K Buy
754
+238
+46% +$8.66K 0.04% 456
2015
Q2 		$280K Sell
516
-190
-27% -$7.23K 0.02% 627
2015
Q1 		$217K Sell
706
-335
-32% -$12K 0.03% 690
2014
Q4 		$55K Buy
+1,041
New +$37K 0.01% 1318

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

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.