TFS
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Thoroughbred Financial Services’s Morgan Stanley MS Stock Holding History

Thoroughbred Financial Services’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 		$212K Sell
1,289
-50
-4% -$8.66K 0.01% 554
2025
Q4 		$237K Hold
1,339
– – 0.01% 519
2025
Q3 		$212K Buy
+1,339
New +$198K 0.01% 541

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

Thoroughbred Financial Services's MS Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its Morgan Stanley (MS) stake by 3.7% in Q1 2026, selling an estimated $8.66K and leaving 1,289 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #554.

Thoroughbred Financial Services first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $237K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Thoroughbred Financial Services held 1,289 shares of Morgan Stanley worth $212K as of Q1 2026.
  • Thoroughbred Financial Services sold 50 Morgan Stanley shares in Q1 2026, an estimated $8.66K.
  • Morgan Stanley made up 0.01% of Thoroughbred Financial Services's portfolio in Q1 2026, its #554 holding.
  • Thoroughbred Financial Services first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • Thoroughbred Financial Services's Morgan Stanley position peaked at $237K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.