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Smithbridge Asset Management’s Morgan Stanley MS Stock Holding History

Smithbridge 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 		– Sell
-2,160
Closed -$383K – 193
2025
Q4 		$383K Buy
+2,160
New +$360K 0.03% 153

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

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

Smithbridge Asset Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 2,160 shares — an estimated $383K sold.

Smithbridge Asset Management first reported a position in MS in Q4 2025 and held it in 1 quarter. The position peaked at $383K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Smithbridge Asset Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Smithbridge Asset Management sold 2,160 Morgan Stanley shares in Q1 2026, an estimated $383K.
  • Smithbridge Asset Management first reported a position in Morgan Stanley in Q4 2025 and held it in 1 quarter.
  • Smithbridge Asset Management's Morgan Stanley position peaked at $383K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.