Whalerock Point Partners’s Morgan Stanley MS Stock Holding History

Whalerock Point 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	$232K	Hold	1,410	–	–	0.04%	186
2025 Q4	$250K	Hold	1,410	–	–	0.05%	171
2025 Q3	$224K	Buy	+1,410	New	+$208K	0.05%	170
2018 Q2	–	Sell	-6,000	Closed	-$324K	–	156
2018 Q1	$324K	Hold	6,000	–	–	0.1%	145
2017 Q4	$315K	Buy	+6,000	New	+$303K	0.1%	144

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

Whalerock Point Partners's MS Position: Q1 2026 in Review

Whalerock Point Partners held its Morgan Stanley (MS) position steady in Q1 2026 at 1,410 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #186.

Whalerock Point Partners first reported a position in MS in Q4 2017 and has held it in 5 quarters since. The position peaked at $324K in Q1 2018. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Whalerock Point Partners held 1,410 shares of Morgan Stanley worth $232K as of Q1 2026.
Whalerock Point Partners left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.04% of Whalerock Point Partners's portfolio in Q1 2026, its #186 holding.
Whalerock Point Partners first reported a position in Morgan Stanley in Q4 2017 and has held it in 5 quarters since.
Whalerock Point Partners's Morgan Stanley position peaked at $324K in Q1 2018.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.