Torray Investment Partners’s Morgan Stanley MS Stock Holding History

Torray Investment Partners’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	$5.07M	Sell	30,832 -306	-1%	-$53K	0.74%	37
2025 Q4	$5.53M	Sell	31,138 -8,594	-22%	-$1.43M	0.79%	39
2025 Q3	$6.32M	Sell	39,732 -4,339	-10%	-$641K	0.86%	42
2025 Q2	$6.21M	Sell	44,071 -1,242	-3%	-$153K	0.9%	43
2025 Q1	$5.29M	Buy	45,313 +7,075	+19%	+$912K	0.79%	48
2024 Q4	$4.81M	Sell	38,238 -10,249	-21%	-$1.26M	0.69%	51
2024 Q3	$5.05M	Buy	48,487 +3,651	+8%	+$368K	0.71%	49
2024 Q2	$4.36M	Buy	44,836 +213	+0.5%	+$20.3K	0.65%	49
2024 Q1	$4.2M	Buy	+44,623	New	+$3.93M	0.63%	50

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Torray Investment Partners's MS Position: Q1 2026 in Review

Torray Investment Partners reduced its Morgan Stanley (MS) stake by 0.98% in Q1 2026, selling an estimated $53K and leaving 30,832 shares worth $5.07M. The position accounts for 0.74% of the portfolio, ranked #37.

Torray Investment Partners first reported a position in MS in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.32M in Q3 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Torray Investment Partners held 30,832 shares of Morgan Stanley worth $5.07M as of Q1 2026.
Torray Investment Partners sold 306 Morgan Stanley shares in Q1 2026, an estimated $53K.
Morgan Stanley made up 0.74% of Torray Investment Partners's portfolio in Q1 2026, its #37 holding.
Torray Investment Partners first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
Torray Investment Partners's Morgan Stanley position peaked at $6.32M in Q3 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Torray Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.