Westend Capital Management’s Morgan Stanley MS Stock Holding History

Westend Capital Management’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	$17.3K	Sell	105 -2	-2%	-$346	0.01%	130
2025 Q4	$19K	Buy	107 +23	+27%	+$3.84K	0.01%	123
2025 Q3	$13.4K	Buy	84 +37	+79%	+$5.46K	﹤0.01%	120
2025 Q2	$6.62K	Hold	47	–	–	﹤0.01%	151
2025 Q1	$5.48K	Hold	47	–	–	﹤0.01%	147
2024 Q4	$5.91K	Hold	47	–	–	﹤0.01%	152
2024 Q3	$4.9K	Hold	47	–	–	﹤0.01%	168
2024 Q2	$4.66K	Hold	47	–	–	﹤0.01%	149
2024 Q1	$4.43K	Buy	+47	New	+$4.14K	﹤0.01%	177
2014 Q1	–	Sell	-57,400	Closed	-$1.8M	–	68
2013 Q4	$1.8M	Buy	+57,400	New	+$1.71M	1.93%	21
2013 Q2	$1.73M	Buy	+70,680	New	+$1.68M	1.79%	29

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

Westend Capital Management's MS Position: Q1 2026 in Review

Westend Capital Management reduced its Morgan Stanley (MS) stake by 1.9% in Q1 2026, selling an estimated $346 and leaving 105 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #130.

Westend Capital Management first reported a position in MS in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.8M in Q4 2013. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Westend Capital Management held 105 shares of Morgan Stanley worth $17.3K as of Q1 2026.
Westend Capital Management sold 2 Morgan Stanley shares in Q1 2026, an estimated $346.
Morgan Stanley made up 0.01% of Westend Capital Management's portfolio in Q1 2026, its #130 holding.
Westend Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 11 quarters since.
Westend Capital Management's Morgan Stanley position peaked at $1.8M in Q4 2013.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.