StoneX Group’s Morgan Stanley MS Stock Holding History

StoneX Group’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	$3.81M	Sell	23,155 -7,167	-24%	-$1.24M	0.21%	84
2025 Q4	$5.38M	Buy	30,322 +1,056	+4%	+$176K	0.23%	78
2025 Q3	$4.65M	Sell	29,266 -7,014	-19%	-$1.04M	0.2%	101
2025 Q2	$5.11M	Buy	36,280 +424	+1%	+$52.1K	0.25%	75
2025 Q1	$4.18M	Buy	35,856 +3,097	+9%	+$399K	0.23%	92
2024 Q4	$4.12M	Buy	+32,759	New	+$4.03M	0.23%	90
2023 Q1	–	Sell	-9,316	Closed	-$792K	–	608
2022 Q4	$792K	Buy	+9,316	New	+$794K	0.12%	141
2022 Q2	–	Sell	-10,526	Closed	-$920K	–	659
2022 Q1	$920K	Buy	10,526 +1,243	+13%	+$120K	0.09%	197
2021 Q4	$911K	Buy	9,283 +4,517	+95%	+$450K	0.11%	188
2021 Q3	$464K	Sell	4,766 -1,005	-17%	-$99.6K	0.07%	271
2021 Q2	$529K	Buy	5,771 +1,392	+32%	+$119K	0.08%	246
2021 Q1	$340K	Buy	+4,379	New	+$336K	0.06%	272

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

StoneX Group's MS Position: Q1 2026 in Review

StoneX Group reduced its Morgan Stanley (MS) stake by 24% in Q1 2026, selling an estimated $1.24M and leaving 23,155 shares worth $3.81M. The position accounts for 0.21% of the portfolio, ranked #84.

StoneX Group first reported a position in MS in Q1 2021 and has held it in 12 quarters since. The position peaked at $5.38M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

StoneX Group held 23,155 shares of Morgan Stanley worth $3.81M as of Q1 2026.
StoneX Group sold 7,167 Morgan Stanley shares in Q1 2026, an estimated $1.24M.
Morgan Stanley made up 0.21% of StoneX Group's portfolio in Q1 2026, its #84 holding.
StoneX Group first reported a position in Morgan Stanley in Q1 2021 and has held it in 12 quarters since.
StoneX Group's Morgan Stanley position peaked at $5.38M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.