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TownSquare Capital’s Morgan Stanley MS Stock Holding History

TownSquare Capital’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 		$1.57M Buy
9,545
+250
+3% +$43.3K 0.35% 62
2025
Q4 		$1.65M Sell
9,295
-4,678
-33% -$780K 0.37% 56
2025
Q3 		$2.22M Sell
13,973
-4,213
-23% -$622K 0.34% 68
2025
Q2 		$2.56M Sell
18,186
-70,601
-80% -$8.67M 0.25% 88
2025
Q1 		$10.4M Buy
88,787
+6,843
+8% +$882K 0.11% 177
2024
Q4 		$10.3M Buy
81,944
+8,072
+11% +$994K 0.12% 158
2024
Q3 		$7.7M Buy
73,872
+6,303
+9% +$635K 0.09% 212
2024
Q2 		$6.57M Buy
67,569
+4,684
+7% +$446K 0.09% 220
2024
Q1 		$5.92M Buy
62,885
+4,573
+8% +$403K 0.09% 222
2023
Q4 		$5.44M Buy
58,312
+617
+1% +$49.4K 0.09% 210
2023
Q3 		$4.71M Buy
57,695
+772
+1% +$67K 0.09% 220
2023
Q2 		$4.86M Buy
56,923
+7,859
+16% +$672K 0.09% 212
2023
Q1 		$4.31M Buy
49,064
+2,658
+6% +$248K 0.09% 200
2022
Q4 		$3.95M Buy
46,406
+3,128
+7% +$267K 0.1% 198
2022
Q3 		$3.42M Sell
43,278
-8,215
-16% -$692K 0.1% 182
2022
Q2 		$3.92M Buy
51,493
+1,004
+2% +$82.2K 0.11% 167
2022
Q1 		$4.41M Buy
50,489
+5,367
+12% +$518K 0.11% 164
2021
Q4 		$4.43M Buy
45,122
+4,390
+11% +$437K 0.11% 161
2021
Q3 		$3.96M Buy
40,732
+5,215
+15% +$517K 0.11% 157
2021
Q2 		$3.2M Buy
35,517
+7,938
+29% +$681K 0.1% 173
2021
Q1 		$2.14M Buy
27,579
+2,700
+11% +$207K 0.08% 197
2020
Q4 		$1.71M Buy
24,879
+5,093
+26% +$292K 0.08% 203
2020
Q3 		$944K Sell
19,786
-2,099
-10% -$106K 0.06% 233
2020
Q2 		$1.1M Buy
21,885
+4,035
+23% +$169K 0.07% 189
2020
Q1 		$685K Sell
17,850
-3,076
-15% -$145K 0.06% 222
2019
Q4 		$1.07M Sell
20,926
-3,734
-15% -$177K 0.09% 173
2019
Q3 		$1.2M Sell
24,660
-746
-3% -$31.9K 0.1% 162
2019
Q2 		$1.07M Sell
25,406
-4,459
-15% -$199K 0.1% 167
2019
Q1 		$1.26M Buy
29,865
+11,109
+59% +$467K 0.1% 156
2018
Q4 		$796K Buy
+18,756
New +$818K 0.1% 165

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

TownSquare Capital's MS Position: Q1 2026 in Review

TownSquare Capital increased its Morgan Stanley (MS) stake by 2.7% in Q1 2026, buying an estimated $43.3K and bringing the position to 9,545 shares worth $1.57M. The position accounts for 0.35% of the portfolio, ranked #62.

TownSquare Capital first reported a position in MS in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.4M in Q1 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • TownSquare Capital held 9,545 shares of Morgan Stanley worth $1.57M as of Q1 2026.
  • TownSquare Capital bought 250 Morgan Stanley shares in Q1 2026, an estimated $43.3K.
  • Morgan Stanley made up 0.35% of TownSquare Capital's portfolio in Q1 2026, its #62 holding.
  • TownSquare Capital first reported a position in Morgan Stanley in Q4 2018 and has held it in 30 quarters since.
  • TownSquare Capital's Morgan Stanley position peaked at $10.4M in Q1 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on TownSquare Capital's 13F filing for Q1 2026, filed 13 May 2026.