Stone House Investment Management’s Morgan Stanley MS Stock Holding History

Stone House 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	$13.2K	Hold	80	–	–	﹤0.01%	316
2025 Q4	$14.2K	Buy	80 +4	+5%	+$667	﹤0.01%	285
2025 Q3	$12.1K	Buy	76 +6	+9%	+$886	﹤0.01%	269
2025 Q2	$9.86K	Hold	70	–	–	﹤0.01%	264
2025 Q1	$8.17K	Buy	+70	New	+$9.02K	﹤0.01%	272
2024 Q4	–	Sell	-70	Closed	-$7.3K	–	239
2024 Q3	$7.3K	Hold	70	–	–	﹤0.01%	243
2024 Q2	$6.8K	Hold	70	–	–	﹤0.01%	254
2024 Q1	$6.59K	Hold	70	–	–	﹤0.01%	269
2023 Q4	$6.53K	Hold	70	–	–	﹤0.01%	187
2023 Q3	$5.72K	Hold	70	–	–	﹤0.01%	196
2023 Q2	$5.98K	Hold	70	–	–	﹤0.01%	192
2023 Q1	$6.15K	Buy	+70	New	+$6.53K	﹤0.01%	194

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

Stone House Investment Management's MS Position: Q1 2026 in Review

Stone House Investment Management held its Morgan Stanley (MS) position steady in Q1 2026 at 80 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Stone House Investment Management first reported a position in MS in Q1 2023 and has held it in 12 quarters since. The position peaked at $14.2K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Stone House Investment Management held 80 shares of Morgan Stanley worth $13.2K as of Q1 2026.
Stone House Investment Management left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #316 holding.
Stone House Investment Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 12 quarters since.
Stone House Investment Management's Morgan Stanley position peaked at $14.2K in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.