SouthState Corp’s Morgan Stanley MS Stock Holding History

SouthState Corp’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	$5.43M	Buy	33,004 +1,127	+4%	+$195K	0.25%	92
2025 Q4	$5.66M	Buy	31,877 +375	+1%	+$62.6K	0.25%	87
2025 Q3	$5.01M	Sell	31,502 -1,440	-4%	-$213K	0.23%	92
2025 Q2	$4.64M	Buy	32,942 +3,031	+10%	+$372K	0.2%	101
2025 Q1	$3.49M	Buy	29,911 +11,557	+63%	+$1.49M	0.16%	111
2024 Q4	$2.31M	Buy	18,354 +301	+2%	+$37.1K	0.15%	108
2024 Q3	$1.88M	Buy	18,053 +1,606	+10%	+$162K	0.13%	114
2024 Q2	$1.6M	Buy	16,447 +5,590	+51%	+$532K	0.12%	122
2024 Q1	$1.02M	Sell	10,857 -1,917	-15%	-$169K	0.08%	137
2023 Q4	$1.19M	Sell	12,774 -1,116	-8%	-$89.3K	0.1%	125
2023 Q3	$1.13M	Buy	13,890 +517	+4%	+$44.9K	0.11%	126
2023 Q2	$1.14M	Sell	13,373 -440	-3%	-$37.6K	0.1%	130
2023 Q1	$1.21M	Sell	13,813 -1,031	-7%	-$96.2K	0.11%	131
2022 Q4	$1.26M	Buy	14,844 +374	+3%	+$31.9K	0.12%	132
2022 Q3	$1.14M	Sell	14,470 -833	-5%	-$70.2K	0.11%	130
2022 Q2	$1.16M	Sell	15,303 -1,117	-7%	-$91.5K	0.11%	132
2022 Q1	$1.44M	Sell	16,420 -2,446	-13%	-$236K	0.11%	134
2021 Q4	$1.85M	Sell	18,866 -2,324	-11%	-$232K	0.14%	119
2021 Q3	$2.06M	Sell	21,190 -544	-3%	-$53.9K	0.17%	111
2021 Q2	$1.99M	Sell	21,734 -362	-2%	-$31K	0.17%	109
2021 Q1	$1.72M	Sell	22,096 -1,175	-5%	-$90.1K	0.16%	114
2020 Q4	$1.59M	Sell	23,271 -1,276	-5%	-$73.2K	0.16%	113
2020 Q3	$1.19M	Sell	24,547 -350	-1%	-$17.6K	0.12%	122
2020 Q2	$1.19M	Sell	24,897 -464	-2%	-$19.5K	0.15%	115
2020 Q1	$854K	Buy	25,361 +1,056	+4%	+$49.7K	0.13%	126
2019 Q4	$1.24M	Sell	24,305 -244	-1%	-$11.5K	0.14%	118
2019 Q3	$1.05M	Sell	24,549 -5,210	-18%	-$223K	0.13%	125
2019 Q2	$1.3M	Sell	29,759 -15,575	-34%	-$695K	0.15%	118
2019 Q1	$1.91M	Sell	45,334 -650	-1%	-$27.4K	0.2%	106
2018 Q4	$1.82M	Hold	45,984	–	–	0.21%	106
2018 Q3	$2.14M	Sell	45,984 -300	-0.6%	-$14.7K	0.22%	106
2018 Q2	$2.19M	Sell	46,284 -1,570	-3%	-$82K	0.25%	99
2018 Q1	$2.58M	Sell	47,854 -787	-2%	-$43.6K	0.3%	95
2017 Q4	$2.55M	Buy	48,641 +400	+0.8%	+$20.2K	0.28%	94
2017 Q3	$2.32K	Sell	48,241 -415	-0.9%	-$19.2K	0.26%	92
2017 Q2	$2.17M	Sell	48,656 -67	-0.1%	-$2.89K	0.28%	93
2017 Q1	$2.09M	Sell	48,723 -425	-0.9%	-$18.9K	0.27%	96
2016 Q4	$2.08M	Sell	49,148 -400	-0.8%	-$15.1K	0.3%	91
2016 Q3	$1.59M	Buy	49,548 +202	+0.4%	+$6.03K	0.24%	105
2016 Q2	$1.28M	Sell	49,346 -1,751	-3%	-$45.8K	0.19%	117
2016 Q1	$1.28M	Buy	51,097 +2,055	+4%	+$52.4K	0.2%	115
2015 Q4	$1.56M	Buy	49,042 +450	+0.9%	+$15K	0.24%	107
2015 Q3	$1.53M	Sell	48,592 -625	-1%	-$22.7K	0.23%	112
2015 Q2	$1.91M	Sell	49,217 -50	-0.1%	-$1.9K	0.27%	112
2015 Q1	$1.76M	Buy	49,267 +290	+0.6%	+$10.4K	0.25%	113
2014 Q4	$1.9M	Sell	48,977 -250	-0.5%	-$8.89K	0.3%	100
2014 Q3	$1.7M	Sell	49,227 -561	-1%	-$18.7K	0.26%	108
2014 Q2	$1.61M	Sell	49,788 -305	-0.6%	-$9.4K	0.27%	105
2014 Q1	$1.56M	Sell	50,093 -994	-2%	-$30.7K	0.25%	108
2013 Q4	$1.6M	Sell	51,087 -492	-1%	-$14.6K	0.27%	102
2013 Q3	$1.39M	Sell	51,579 -2,444	-5%	-$65.6K	0.26%	104
2013 Q2	$1.32M	Buy	+54,023	New	+$1.28M	0.28%	95

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

SouthState Corp's MS Position: Q1 2026 in Review

SouthState Corp increased its Morgan Stanley (MS) stake by 3.5% in Q1 2026, buying an estimated $195K and bringing the position to 33,004 shares worth $5.43M. The position accounts for 0.25% of the portfolio, ranked #92.

SouthState Corp first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.66M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

SouthState Corp held 33,004 shares of Morgan Stanley worth $5.43M as of Q1 2026.
SouthState Corp bought 1,127 Morgan Stanley shares in Q1 2026, an estimated $195K.
Morgan Stanley made up 0.25% of SouthState Corp's portfolio in Q1 2026, its #92 holding.
SouthState Corp first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
SouthState Corp's Morgan Stanley position peaked at $5.66M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.