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Stephenson & Company’s Morgan Stanley MS Stock Holding History

Stephenson & Company’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 		$206K Hold
1,249
– – 0.11% 42
2025
Q4 		$222K Buy
+1,249
New +$208K 0.12% 41

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

Stephenson & Company's MS Position: Q1 2026 in Review

Stephenson & Company held its Morgan Stanley (MS) position steady in Q1 2026 at 1,249 shares worth $206K. The position accounts for 0.11% of the portfolio, ranked #42.

Stephenson & Company first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $222K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Stephenson & Company held 1,249 shares of Morgan Stanley worth $206K as of Q1 2026.
  • Stephenson & Company left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.11% of Stephenson & Company's portfolio in Q1 2026, its #42 holding.
  • Stephenson & Company first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • Stephenson & Company's Morgan Stanley position peaked at $222K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Stephenson & Company's 13F filing for Q1 2026, filed 12 May 2026.