SSI Investment Management’s Morgan Stanley MS Stock Holding History

SSI Investment 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	-1,196	Closed	-$212K	–	247
2025 Q4	$212K	Buy	+1,196	New	+$199K	0.01%	248
2025 Q2	–	Sell	-1,912	Closed	-$223K	–	272
2025 Q1	$223K	Sell	1,912 -1	-0.1%	-$129	0.02%	248
2024 Q4	$241K	Buy	+1,913	New	+$236K	0.02%	251
2023 Q2	–	Sell	-2,304	Closed	-$202K	–	255
2023 Q1	$202K	Sell	2,304 -545	-19%	-$50.9K	0.01%	254
2022 Q4	$242K	Hold	2,849	–	–	0.02%	281
2022 Q3	$223K	Buy	2,849 +6	+0.2%	+$506	0.02%	267
2022 Q2	$218K	Hold	2,843	–	–	0.01%	281
2022 Q1	$249K	Sell	2,843 -118	-4%	-$11.4K	0.01%	288
2021 Q4	$291K	Sell	2,961 -5	-0.2%	-$498	0.02%	271
2021 Q3	$290K	Hold	2,966	–	–	0.02%	266
2021 Q2	$273K	Buy	2,966 +5	+0.2%	+$429	0.02%	272
2021 Q1	$230K	Buy	+2,961	New	+$227K	0.02%	283
2014 Q1	–	Sell	-8,055	Closed	-$253K	–	424
2013 Q4	$253K	Hold	8,055	–	–	0.02%	390
2013 Q3	$217K	Sell	8,055 -365	-4%	-$9.79K	0.02%	368
2013 Q2	$205K	Buy	+8,420	New	+$200K	0.02%	374

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

SSI Investment Management's MS Position: Q1 2026 in Review

SSI Investment Management sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,196 shares — an estimated $212K sold.

SSI Investment Management first reported a position in MS in Q2 2013 and held it in 15 quarters. The position peaked at $291K in Q4 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

SSI Investment Management reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
SSI Investment Management sold 1,196 Morgan Stanley shares in Q1 2026, an estimated $212K.
SSI Investment Management first reported a position in Morgan Stanley in Q2 2013 and held it in 15 quarters.
SSI Investment Management's Morgan Stanley position peaked at $291K in Q4 2021.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on SSI Investment Management's 13F filing for Q1 2026, filed 14 May 2026.