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Tidal Investments’s Morgan Stanley MS Stock Holding History

Tidal 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 		$12.5M Buy
75,950
+15,433
+26% +$2.67M 0.03% 483
2025
Q4 		$10.7M Buy
60,517
+15,949
+36% +$2.66M 0.03% 439
2025
Q3 		$7.08M Sell
44,568
-216
-0.5% -$31.9K 0.01% 518
2025
Q2 		$6.31M Sell
44,784
-1,795
-4% -$220K 0.04% 416
2025
Q1 		$5.43M Sell
46,579
-34,438
-43% -$4.44M 0.04% 391
2024
Q4 		$10.2M Sell
81,017
-4,429
-5% -$545K 0.08% 275
2024
Q3 		$8.91M Buy
85,446
+5,135
+6% +$517K 0.09% 211
2024
Q2 		$7.81M Buy
80,311
+20,083
+33% +$1.91M 0.1% 181
2024
Q1 		$5.67M Buy
60,228
+1,524
+3% +$134K 0.09% 199
2023
Q4 		$5.47M Buy
58,704
+30,005
+105% +$2.4M 0.13% 132
2023
Q3 		$2.34M Buy
28,699
+5,868
+26% +$509K 0.07% 273
2023
Q2 		$1.95M Buy
22,831
+98
+0.4% +$8.38K 0.06% 332
2023
Q1 		$2M Buy
22,733
+1,488
+7% +$139K 0.07% 290
2022
Q4 		$1.81M Buy
21,245
+799
+4% +$68.1K 0.07% 299
2022
Q3 		$1.61M Buy
20,446
+714
+4% +$60.2K 0.07% 265
2022
Q2 		$1.5M Sell
19,732
-1,403
-7% -$115K 0.06% 288
2022
Q1 		$1.85M Buy
21,135
+894
+4% +$86.2K 0.06% 260
2021
Q4 		$1.99M Buy
20,241
+757
+4% +$75.4K 0.06% 235
2021
Q3 		$1.9M Buy
19,484
+5,854
+43% +$580K 0.07% 187
2021
Q2 		$1.25M Buy
13,630
+5,791
+74% +$497K 0.05% 239
2021
Q1 		$609K Buy
7,839
+1,917
+32% +$147K 0.03% 260
2020
Q4 		$406K Buy
+5,922
New +$340K 0.03% 260
2020
Q1 		– Sell
-4,302
Closed -$220K – 243
2019
Q4 		$220K Buy
+4,302
New +$204K 0.09% 177

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

Tidal Investments's MS Position: Q1 2026 in Review

Tidal Investments increased its Morgan Stanley (MS) stake by 26% in Q1 2026, buying an estimated $2.67M and bringing the position to 75,950 shares worth $12.5M. The position accounts for 0.03% of the portfolio, ranked #483.

Tidal Investments first reported a position in MS in Q4 2019 and has held it in 23 quarters since. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Tidal Investments held 75,950 shares of Morgan Stanley worth $12.5M as of Q1 2026.
  • Tidal Investments bought 15,433 Morgan Stanley shares in Q1 2026, an estimated $2.67M.
  • Morgan Stanley made up 0.03% of Tidal Investments's portfolio in Q1 2026, its #483 holding.
  • Tidal Investments first reported a position in Morgan Stanley in Q4 2019 and has held it in 23 quarters since.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.