Smartleaf Asset Management’s Morgan Stanley MS Stock Holding History

Smartleaf 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	$3.52M	Buy	22,195 +1,938	+10%	+$336K	0.13%	147
2025 Q4	$3.63M	Buy	20,257 +3,284	+19%	+$548K	0.14%	134
2025 Q3	$2.74M	Buy	16,973 +5,203	+44%	+$768K	0.17%	127
2025 Q2	$1.66M	Sell	11,770 -1,323	-10%	-$162K	0.15%	159
2025 Q1	$1.51M	Buy	13,093 +1,010	+8%	+$130K	0.15%	160
2024 Q4	$1.52M	Buy	12,083 +2,526	+26%	+$311K	0.15%	148
2024 Q3	$995K	Buy	9,557 +2,945	+45%	+$297K	0.12%	188
2024 Q2	$633K	Buy	6,612 +1,985	+43%	+$189K	0.1%	222
2024 Q1	$433K	Buy	4,627 +1,827	+65%	+$161K	0.08%	237
2023 Q4	$259K	Buy	+2,800	New	+$224K	0.07%	280

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

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

Smartleaf Asset Management increased its Morgan Stanley (MS) stake by 9.6% in Q1 2026, buying an estimated $336K and bringing the position to 22,195 shares worth $3.52M. The position accounts for 0.13% of the portfolio, ranked #147.

Smartleaf Asset Management first reported a position in MS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.63M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Smartleaf Asset Management held 22,195 shares of Morgan Stanley worth $3.52M as of Q1 2026.
Smartleaf Asset Management bought 1,938 Morgan Stanley shares in Q1 2026, an estimated $336K.
Morgan Stanley made up 0.13% of Smartleaf Asset Management's portfolio in Q1 2026, its #147 holding.
Smartleaf Asset Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Morgan Stanley position peaked at $3.63M in Q4 2025.
2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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