SPC
MS icon

Spirepoint Private Client’s Morgan Stanley MS Stock Holding History

Spirepoint Private Client’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 		$306K Sell
1,859
-12
-0.6% -$2.08K 0.03% 249
2025
Q4 		$332K Buy
1,871
+187
+11% +$31.2K 0.03% 222
2025
Q3 		$268K Buy
+1,684
New +$249K 0.03% 230

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

Spirepoint Private Client's MS Position: Q1 2026 in Review

Spirepoint Private Client reduced its Morgan Stanley (MS) stake by 0.64% in Q1 2026, selling an estimated $2.08K and leaving 1,859 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #249.

Spirepoint Private Client first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $332K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Spirepoint Private Client held 1,859 shares of Morgan Stanley worth $306K as of Q1 2026.
  • Spirepoint Private Client sold 12 Morgan Stanley shares in Q1 2026, an estimated $2.08K.
  • Morgan Stanley made up 0.03% of Spirepoint Private Client's portfolio in Q1 2026, its #249 holding.
  • Spirepoint Private Client first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • Spirepoint Private Client's Morgan Stanley position peaked at $332K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.