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West Family Investments’s Morgan Stanley MS Stock Holding History

West Family 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 		$475K Sell
2,886
-2,752
-49% -$476K 0.17% 114
2025
Q4 		$1M Sell
5,638
-1,159
-17% -$193K 0.24% 85
2025
Q3 		$307K Buy
6,797
+1,227
+22% +$181K 0.07% 282
2025
Q2 		$785K Buy
5,570
+2,092
+60% +$257K 0.2% 104
2025
Q1 		$406K Buy
3,478
+529
+18% +$68.2K 0.15% 135
2024
Q4 		$371K Sell
2,949
-68
-2% -$8.38K 0.13% 161
2024
Q3 		$314K Buy
3,017
+424
+16% +$42.7K 0.11% 198
2024
Q2 		$252K Buy
2,593
+27
+1% +$2.57K 0.08% 200
2024
Q1 		$242K Buy
+2,566
New +$226K 0.08% 217
2023
Q4 		– Sell
-3,677
Closed -$300K – 255
2023
Q3 		$300K Sell
3,677
-1,000
-21% -$86.8K 0.1% 159
2023
Q2 		$399K Hold
4,677
– – 0.16% 119
2023
Q1 		$411K Hold
4,677
– – 0.16% 103
2022
Q4 		$398K Sell
4,677
-77
-2% -$6.56K 0.14% 124
2022
Q3 		$376K Buy
4,754
+721
+18% +$60.8K 0.16% 121
2022
Q2 		$307K Sell
4,033
-256
-6% -$21K 0.12% 149
2022
Q1 		$375K Sell
4,289
-150
-3% -$14.5K 0.11% 154
2021
Q4 		$436K Sell
4,439
-471
-10% -$46.9K 0.12% 142
2021
Q3 		$478K Buy
4,910
+174
+4% +$17.2K 0.12% 142
2021
Q2 		$434K Buy
+4,736
New +$406K 0.12% 156

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

West Family Investments's MS Position: Q1 2026 in Review

West Family Investments reduced its Morgan Stanley (MS) stake by 49% in Q1 2026, selling an estimated $476K and leaving 2,886 shares worth $475K. The position accounts for 0.17% of the portfolio, ranked #114.

West Family Investments first reported a position in MS in Q2 2021 and has held it in 19 quarters since. The position peaked at $1M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • West Family Investments held 2,886 shares of Morgan Stanley worth $475K as of Q1 2026.
  • West Family Investments sold 2,752 Morgan Stanley shares in Q1 2026, an estimated $476K.
  • Morgan Stanley made up 0.17% of West Family Investments's portfolio in Q1 2026, its #114 holding.
  • West Family Investments first reported a position in Morgan Stanley in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's Morgan Stanley position peaked at $1M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.