TI
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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 		– Sell
-700
Closed -$124K – 2494
2025
Q4 		$124K Buy
700
+300
+75% +$50K ﹤0.01% 2051
2025
Q3 		$63.6K Buy
+400
New +$59.1K ﹤0.01% 2020

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.