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Waterloo Capital’s Morgan Stanley MS Stock Holding History

Waterloo 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 		$594K Sell
3,610
-2,486
-41% -$430K 0.04% 277
2025
Q4 		$1.08M Buy
6,096
+1,580
+35% +$264K 0.08% 200
2025
Q3 		$718K Buy
4,516
+1,870
+71% +$276K 0.05% 226
2025
Q2 		$373K Buy
+2,646
New +$325K 0.03% 322

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

Waterloo Capital's MS Position: Q1 2026 in Review

Waterloo Capital reduced its Morgan Stanley (MS) stake by 41% in Q1 2026, selling an estimated $430K and leaving 3,610 shares worth $594K. The position accounts for 0.04% of the portfolio, ranked #277.

Waterloo Capital first reported a position in MS in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.08M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Waterloo Capital held 3,610 shares of Morgan Stanley worth $594K as of Q1 2026.
  • Waterloo Capital sold 2,486 Morgan Stanley shares in Q1 2026, an estimated $430K.
  • Morgan Stanley made up 0.04% of Waterloo Capital's portfolio in Q1 2026, its #277 holding.
  • Waterloo Capital first reported a position in Morgan Stanley in Q2 2025 and has held it in 4 quarters since.
  • Waterloo Capital's Morgan Stanley position peaked at $1.08M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.