SOL Capital Management’s Morgan Stanley MS Stock Holding History

SOL Capital 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	-3,875	Closed	-$688K	–	215
2025 Q4	$688K	Hold	3,875	–	–	0.06%	214
2025 Q3	$616K	Hold	3,875	–	–	0.06%	215
2025 Q2	$546K	Hold	3,875	–	–	0.05%	225
2025 Q1	$452K	Hold	3,875	–	–	0.05%	231
2024 Q4	$487K	Hold	3,875	–	–	0.05%	227
2024 Q3	$404K	Sell	3,875 -145	-4%	-$14.6K	0.04%	244
2024 Q2	$391K	Buy	4,020 +900	+29%	+$85.7K	0.05%	237
2024 Q1	$294K	Hold	3,120	–	–	0.04%	267
2023 Q4	$291K	Hold	3,120	–	–	0.04%	259
2023 Q3	$255K	Buy	3,120 +120	+4%	+$10.4K	0.04%	258
2023 Q2	$256K	Sell	3,000 -120	-4%	-$10.3K	0.04%	256
2023 Q1	$274K	Hold	3,120	–	–	0.04%	253
2022 Q4	$265K	Hold	3,120	–	–	0.05%	247
2022 Q3	$247K	Hold	3,120	–	–	0.05%	236
2022 Q2	$237K	Sell	3,120 -400	-11%	-$32.8K	0.05%	240
2022 Q1	$308K	Hold	3,520	–	–	0.06%	221
2021 Q4	$346K	Hold	3,520	–	–	0.06%	216
2021 Q3	$343K	Hold	3,520	–	–	0.07%	211
2021 Q2	$323K	Sell	3,520 -136	-4%	-$11.7K	0.06%	214
2021 Q1	$284K	Sell	3,656 -100	-3%	-$7.66K	0.06%	207
2020 Q4	$257K	Buy	+3,756	New	+$216K	0.06%	210
2020 Q2	–	Sell	-6,100	Closed	-$207K	–	219
2020 Q1	$207K	Hold	6,100	–	–	0.07%	202
2019 Q4	$312K	Hold	6,100	–	–	0.08%	194
2019 Q3	$260K	Hold	6,100	–	–	0.07%	210
2019 Q2	$267K	Sell	6,100 -500	-8%	-$22.3K	0.07%	211
2019 Q1	$279K	Hold	6,600	–	–	0.08%	205
2018 Q4	$262K	Hold	6,600	–	–	0.08%	203
2018 Q3	$307K	Sell	6,600 -500	-7%	-$24.4K	0.08%	198
2018 Q2	$337K	Hold	7,100	–	–	0.1%	196
2018 Q1	$383K	Sell	7,100 -200	-3%	-$11.1K	0.11%	182
2017 Q4	$383K	Buy	7,300 +500	+7%	+$25.3K	0.11%	178
2017 Q3	$328K	Sell	6,800 -340	-5%	-$15.8K	0.09%	198
2017 Q2	$318K	Hold	7,140	–	–	0.09%	199
2017 Q1	$306K	Hold	7,140	–	–	0.09%	190
2016 Q4	$302K	Hold	7,140	–	–	0.09%	191
2016 Q3	$229K	Buy	+7,140	New	+$213K	0.08%	196
2016 Q1	–	Sell	-7,140	Closed	-$227K	–	201
2015 Q4	$227K	Hold	7,140	–	–	0.08%	183
2015 Q3	$225K	Hold	7,140	–	–	0.09%	172
2015 Q2	$277K	Hold	7,140	–	–	0.1%	162
2015 Q1	$255K	Sell	7,140 -500	-7%	-$17.9K	0.09%	168
2014 Q4	$296K	Hold	7,640	–	–	0.11%	151
2014 Q3	$264K	Sell	7,640 -500	-6%	-$16.7K	0.11%	156
2014 Q2	$263K	Buy	8,140 +1,140	+16%	+$35.1K	0.11%	159
2014 Q1	$218K	Hold	7,000	–	–	0.09%	167
2013 Q4	$220K	Buy	+7,000	New	+$208K	0.08%	166

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

SOL Capital Management's MS Position: Q1 2026 in Review

SOL Capital Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 3,875 shares — an estimated $688K sold.

SOL Capital Management first reported a position in MS in Q4 2013 and held it in 45 quarters. The position peaked at $688K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

SOL Capital Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 3,875 Morgan Stanley shares in Q1 2026, an estimated $688K.
SOL Capital Management first reported a position in Morgan Stanley in Q4 2013 and held it in 45 quarters.
SOL Capital Management's Morgan Stanley position peaked at $688K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

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