Solstein Capital’s Morgan Stanley MS Stock Holding History

Solstein Capital’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	$65.7K	Sell	399 -94	-19%	-$16.3K	0.03%	206
2025 Q4	$87.5K	Hold	493	–	–	0.04%	170
2025 Q3	$78.4K	Hold	493	–	–	0.02%	170
2025 Q2	$69.4K	Buy	493 +237	+93%	+$29.1K	0.04%	171
2025 Q1	$29.9K	Hold	256	–	–	0.02%	176
2024 Q4	$32.2K	Hold	256	–	–	0.02%	179
2024 Q3	$26.7K	Hold	256	–	–	0.01%	188
2024 Q2	$24.9K	Hold	256	–	–	0.02%	183
2024 Q1	$24.1K	Hold	256	–	–	0.02%	181
2023 Q4	$23.9K	Hold	256	–	–	0.02%	175
2023 Q3	$20.9K	Hold	256	–	–	0.02%	178
2023 Q2	$21.9K	Hold	256	–	–	0.02%	177
2023 Q1	$22.5K	Hold	256	–	–	0.02%	163
2022 Q4	$21.8K	Hold	256	–	–	0.02%	174
2022 Q3	$20K	Hold	256	–	–	0.02%	197
2022 Q2	$19K	Sell	256 -195	-43%	-$16K	0.01%	227
2022 Q1	$39K	Hold	451	–	–	0.03%	214
2021 Q4	$44K	Hold	451	–	–	0.03%	220
2021 Q3	$44K	Buy	451 +256	+131%	+$25.4K	0.03%	240
2021 Q2	$18K	Buy	+195	New	+$16.7K	0.02%	284

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

Solstein Capital's MS Position: Q1 2026 in Review

Solstein Capital reduced its Morgan Stanley (MS) stake by 19% in Q1 2026, selling an estimated $16.3K and leaving 399 shares worth $65.7K. The position accounts for 0.03% of the portfolio, ranked #206.

Solstein Capital first reported a position in MS in Q2 2021 and has held it in 20 quarters since. The position peaked at $87.5K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Solstein Capital held 399 shares of Morgan Stanley worth $65.7K as of Q1 2026.
Solstein Capital sold 94 Morgan Stanley shares in Q1 2026, an estimated $16.3K.
Morgan Stanley made up 0.03% of Solstein Capital's portfolio in Q1 2026, its #206 holding.
Solstein Capital first reported a position in Morgan Stanley in Q2 2021 and has held it in 20 quarters since.
Solstein Capital's Morgan Stanley position peaked at $87.5K in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.