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Teza Capital Management’s Morgan Stanley MS Stock Holding History

Teza Capital 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 		$566K Buy
3,442
+231
+7% +$40K 2.07% 10
2025
Q4 		$570K Sell
3,211
-328
-9% -$54.7K 1.84% 15
2025
Q3 		$563K Sell
3,539
-10,166
-74% -$1.5M 3.04% 9
2025
Q2 		$1.93M Buy
13,705
+9,197
+204% +$1.13M 1.44% 3
2025
Q1 		$526K Sell
4,508
-5,819
-56% -$750K 0.24% 139
2024
Q4 		$1.3M Buy
10,327
+4,524
+78% +$557K 0.2% 143
2024
Q3 		$605K Sell
5,803
-72,531
-93% -$7.3M 0.07% 341
2024
Q2 		$7.61M Buy
78,334
+61,331
+361% +$5.84M 0.93% 13
2024
Q1 		$1.6M Buy
+17,003
New +$1.5M 0.21% 135
2023
Q3 		– Sell
-16,109
Closed -$1.38M – 711
2023
Q2 		$1.38M Buy
16,109
+9,650
+149% +$825K 0.22% 130
2023
Q1 		$567K Buy
+6,459
New +$603K 0.12% 248
2021
Q4 		– Sell
-18,169
Closed -$1.77M – 504
2021
Q3 		$1.77M Sell
18,169
-27,865
-61% -$2.76M 0.85% 24
2021
Q2 		$4.22M Sell
46,034
-43,781
-49% -$3.75M 0.68% 24
2021
Q1 		$6.97M Buy
+89,815
New +$6.88M 1.39% 1
2020
Q4 		– Sell
-20,354
Closed -$984K – 383
2020
Q3 		$984K Buy
+20,354
New +$1.03M 0.58% 37
2020
Q1 		– Sell
-25,028
Closed -$1.28M – 368
2019
Q4 		$1.28M Buy
25,028
+16,632
+198% +$787K 0.35% 54
2019
Q3 		$358K Buy
+8,396
New +$359K 0.09% 335
2018
Q4 		– Sell
-14,814
Closed -$690K – 427
2018
Q3 		$690K Buy
14,814
+9,367
+172% +$457K 0.16% 223
2018
Q2 		$258K Sell
5,447
-50,014
-90% -$2.61M 0.04% 428
2018
Q1 		$2.99M Buy
55,461
+50,120
+938% +$2.77M 0.72% 19
2017
Q4 		$280K Buy
+5,341
New +$270K 0.17% 243
2017
Q2 		– Sell
-9,601
Closed -$411K – 232
2017
Q1 		$411K Buy
9,601
+3,687
+62% +$164K 0.12% 276
2016
Q4 		$250K Buy
+5,914
New +$224K 0.35% 125

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

Teza Capital Management's MS Position: Q1 2026 in Review

Teza Capital Management increased its Morgan Stanley (MS) stake by 7.2% in Q1 2026, buying an estimated $40K and bringing the position to 3,442 shares worth $566K. The position accounts for 2.07% of the portfolio, ranked #10.

Teza Capital Management first reported a position in MS in Q4 2016 and has held it in 23 quarters since. The position peaked at $7.61M in Q2 2024. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Teza Capital Management held 3,442 shares of Morgan Stanley worth $566K as of Q1 2026.
  • Teza Capital Management bought 231 Morgan Stanley shares in Q1 2026, an estimated $40K.
  • Morgan Stanley made up 2.07% of Teza Capital Management's portfolio in Q1 2026, its #10 holding.
  • Teza Capital Management first reported a position in Morgan Stanley in Q4 2016 and has held it in 23 quarters since.
  • Teza Capital Management's Morgan Stanley position peaked at $7.61M in Q2 2024.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Teza Capital Management's 13F filing for Q1 2026, filed 15 May 2026.