Sippican Capital Advisors’s Morgan Stanley MS Stock Holding History

Sippican Capital Advisors’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	$920K	Hold	5,593	–	–	0.63%	55
2025 Q4	$993K	Sell	5,593 -52	-0.9%	-$8.67K	0.64%	59
2025 Q3	$897K	Hold	5,645	–	–	0.59%	59
2025 Q2	$795K	Sell	5,645 -150	-3%	-$18.4K	0.58%	63
2025 Q1	$676K	Sell	5,795 -155	-3%	-$20K	0.51%	64
2024 Q4	$748K	Sell	5,950 -100	-2%	-$12.3K	0.55%	63
2024 Q3	$631K	Sell	6,050 -379	-6%	-$38.2K	0.44%	72
2024 Q2	$625K	Hold	6,429	–	–	0.49%	70
2024 Q1	$605K	Hold	6,429	–	–	0.47%	75
2023 Q4	$600K	Buy	6,429 +378	+6%	+$30.2K	0.47%	78
2023 Q3	$494K	Hold	6,051	–	–	0.45%	74
2023 Q2	$517K	Sell	6,051 -222	-4%	-$19K	0.48%	70
2023 Q1	$551K	Hold	6,273	–	–	0.53%	71
2022 Q4	$533K	Buy	6,273 +695	+12%	+$59.2K	0.51%	69
2022 Q3	$441K	Hold	5,578	–	–	0.46%	71
2022 Q2	$424K	Sell	5,578 -400	-7%	-$32.8K	0.42%	74
2022 Q1	$522K	Sell	5,978 -312	-5%	-$30.1K	0.43%	73
2021 Q4	$617K	Hold	6,290	–	–	0.52%	68
2021 Q3	$612K	Sell	6,290 -76	-1%	-$7.53K	0.53%	70
2021 Q2	$584K	Hold	6,366	–	–	0.51%	73
2021 Q1	$494K	Buy	+6,366	New	+$488K	0.46%	75

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sippican Capital Advisors's MS Position: Q1 2026 in Review

Sippican Capital Advisors held its Morgan Stanley (MS) position steady in Q1 2026 at 5,593 shares worth $920K. The position accounts for 0.63% of the portfolio, ranked #55.

Sippican Capital Advisors first reported a position in MS in Q1 2021 and has held it in 21 quarters since. The position peaked at $993K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Sippican Capital Advisors held 5,593 shares of Morgan Stanley worth $920K as of Q1 2026.
Sippican Capital Advisors left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.63% of Sippican Capital Advisors's portfolio in Q1 2026, its #55 holding.
Sippican Capital Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 21 quarters since.
Sippican Capital Advisors's Morgan Stanley position peaked at $993K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Sippican Capital Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.