Stratos Investment Management’s Morgan Stanley MS Stock Holding History

Stratos 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	$7.19M	Sell	43,669 -8,457	-16%	-$1.46M	0.29%	77
2025 Q4	$9.25M	Buy	52,126 +31,819	+157%	+$5.31M	0.37%	66
2025 Q3	$3.23M	Sell	20,307 -145	-0.7%	-$21.4K	0.13%	102
2025 Q2	$2.88M	Buy	20,452 +1,050	+5%	+$129K	0.13%	110
2025 Q1	$2.26M	Buy	19,402 +442	+2%	+$57K	0.12%	114
2024 Q4	$2.38M	Sell	18,960 -962	-5%	-$118K	0.14%	93
2024 Q3	$2.08M	Buy	19,922 +1,065	+6%	+$107K	0.15%	98
2024 Q2	$1.83M	Buy	18,857 +1,097	+6%	+$104K	0.15%	104
2024 Q1	$1.67M	Buy	+17,760	New	+$1.56M	0.16%	97

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

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

Stratos Investment Management reduced its Morgan Stanley (MS) stake by 16% in Q1 2026, selling an estimated $1.46M and leaving 43,669 shares worth $7.19M. The position accounts for 0.29% of the portfolio, ranked #77.

Stratos Investment Management first reported a position in MS in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.25M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Stratos Investment Management held 43,669 shares of Morgan Stanley worth $7.19M as of Q1 2026.
Stratos Investment Management sold 8,457 Morgan Stanley shares in Q1 2026, an estimated $1.46M.
Morgan Stanley made up 0.29% of Stratos Investment Management's portfolio in Q1 2026, its #77 holding.
Stratos Investment Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
Stratos Investment Management's Morgan Stanley position peaked at $9.25M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.