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Systematic Alpha Investments’s Morgan Stanley MS Stock Holding History

Systematic Alpha Investments’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 		$2.85M Hold
17,326
– – 0.1% 76
2025
Q4 		$3.08M Hold
17,326
– – 0.1% 68
2025
Q3 		$2.75M Hold
17,326
– – 0.09% 77
2025
Q2 		$2.44M Hold
17,326
– – 0.09% 75
2025
Q1 		$2.02M Hold
17,326
– – 0.08% 78
2024
Q4 		$2.18M Hold
17,326
– – 0.08% 77
2024
Q3 		$1.81M Hold
17,326
– – 0.07% 87
2024
Q2 		$1.68M Hold
17,326
– – 0.06% 84
2024
Q1 		$1.63M Hold
17,326
– – 0.07% 87
2023
Q4 		$1.62M Hold
17,326
– – 0.07% 84
2023
Q3 		$1.42M Hold
17,326
– – 0.07% 85
2023
Q2 		$1.48M Hold
17,326
– – 0.07% 84
2023
Q1 		$1.52M Hold
17,326
– – 0.08% 83
2022
Q4 		$1.47M Hold
17,326
– – 0.07% 82
2022
Q3 		$1.37M Hold
17,326
– – 0.08% 78
2022
Q2 		$1.32M Hold
17,326
– – 0.07% 81
2022
Q1 		$1.51M Hold
17,326
– – 0.07% 84
2021
Q4 		$1.7M Hold
17,326
– – 0.08% 87
2021
Q3 		$1.78M Buy
+17,326
New +$1.72M 0.08% 87

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

Systematic Alpha Investments's MS Position: Q1 2026 in Review

Systematic Alpha Investments held its Morgan Stanley (MS) position steady in Q1 2026 at 17,326 shares worth $2.85M. The position accounts for 0.1% of the portfolio, ranked #76.

Systematic Alpha Investments first reported a position in MS in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.08M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Systematic Alpha Investments held 17,326 shares of Morgan Stanley worth $2.85M as of Q1 2026.
  • Systematic Alpha Investments left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.1% of Systematic Alpha Investments's portfolio in Q1 2026, its #76 holding.
  • Systematic Alpha Investments first reported a position in Morgan Stanley in Q3 2021 and has held it in 19 quarters since.
  • Systematic Alpha Investments's Morgan Stanley position peaked at $3.08M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.