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Syon Capital’s Morgan Stanley MS Stock Holding History

Syon Capital’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 		$3.61M Sell
21,956
-1,069
-5% -$185K 0.18% 82
2025
Q4 		$4.09M Buy
23,025
+1,565
+7% +$261K 0.2% 74
2025
Q3 		$3.41M Buy
21,460
+3,255
+18% +$481K 0.18% 73
2025
Q2 		$2.56M Buy
18,205
+1,344
+8% +$165K 0.17% 86
2025
Q1 		$1.97M Buy
16,861
+7,555
+81% +$973K 0.16% 95
2024
Q4 		$1.17M Buy
9,306
+3,470
+59% +$427K 0.11% 140
2024
Q3 		$608K Buy
5,836
+142
+2% +$14.3K 0.05% 238
2024
Q2 		$553K Buy
5,694
+167
+3% +$15.9K 0.05% 245
2024
Q1 		$520K Sell
5,527
-5,101
-48% -$449K 0.05% 260
2023
Q4 		$991K Buy
10,628
+6,320
+147% +$506K 0.04% 262
2023
Q3 		$352K Buy
+4,308
New +$374K 0.04% 246

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

Syon Capital's MS Position: Q1 2026 in Review

Syon Capital reduced its Morgan Stanley (MS) stake by 4.6% in Q1 2026, selling an estimated $185K and leaving 21,956 shares worth $3.61M. The position accounts for 0.18% of the portfolio, ranked #82.

Syon Capital first reported a position in MS in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.09M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Syon Capital held 21,956 shares of Morgan Stanley worth $3.61M as of Q1 2026.
  • Syon Capital sold 1,069 Morgan Stanley shares in Q1 2026, an estimated $185K.
  • Morgan Stanley made up 0.18% of Syon Capital's portfolio in Q1 2026, its #82 holding.
  • Syon Capital first reported a position in Morgan Stanley in Q3 2023 and has held it in 11 quarters since.
  • Syon Capital's Morgan Stanley position peaked at $4.09M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.