Wolverine Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.11M | Sell |
43,200
-48,300
| -53% | -$8.36M | 0.07% | 259 |
|
|
2025
Q4 | $16.2M | Sell |
91,500
-16,700
| -15% | -$2.79M | 0.13% | 171 |
|
|
2025
Q3 | $17.2M | Buy |
108,200
+31,200
| +41% | +$4.61M | 0.13% | 160 |
|
|
2025
Q2 | $10.8M | Buy |
77,000
+5,000
| +7% | +$614K | 0.1% | 202 |
|
|
2025
Q1 | $8.4M | Buy |
72,000
+9,900
| +16% | +$1.28M | 0.1% | 217 |
|
|
2024
Q4 | $7.81M | Sell |
62,100
-121,100
| -66% | -$14.9M | 0.08% | 234 |
|
|
2024
Q3 | $19.1M | Sell |
183,200
-99,800
| -35% | -$10.1M | 0.21% | 125 |
|
|
2024
Q2 | $27.5M | Sell |
283,000
-17,600
| -6% | -$1.68M | 0.31% | 87 |
|
|
2024
Q1 | $28.3M | Buy |
300,600
+86,700
| +41% | +$7.64M | 0.32% | 83 |
|
|
2023
Q4 | $19.9M | Buy |
213,900
+72,500
| +51% | +$5.8M | 0.17% | 147 |
|
|
2023
Q3 | $11.5M | Buy |
141,400
+19,500
| +16% | +$1.69M | 0.13% | 180 |
|
|
2023
Q2 | $10.4M | Sell |
121,900
-80,800
| -40% | -$6.91M | 0.12% | 174 |
|
|
2023
Q1 | $17.8M | Buy |
202,700
+41,300
| +26% | +$3.85M | 0.21% | 133 |
|
|
2022
Q4 | $13.7M | Buy |
161,400
+38,000
| +31% | +$3.24M | 0.14% | 178 |
|
|
2022
Q3 | $9.75M | Sell |
123,400
-159,900
| -56% | -$13.5M | 0.11% | 204 |
|
|
2022
Q2 | $21.5M | Buy |
283,300
+179,700
| +173% | +$14.7M | 0.22% | 130 |
|
|
2022
Q1 | $9.05M | Buy |
103,600
+62,300
| +151% | +$6.01M | 0.09% | 219 |
|
|
2021
Q4 | $4.05M | Buy |
41,300
+24,300
| +143% | +$2.42M | 0.04% | 361 |
|
|
2021
Q3 | $1.65M | Buy |
+17,000
| New | +$1.68M | 0.01% | 553 |
|
|
2019
Q2 | – | Sell |
-42,400
| Closed | -$1.79M | – | 1543 |
|
|
2019
Q1 | $1.79M | Sell |
42,400
-1,000
| -2% | -$42.1K | 0.02% | 463 |
|
|
2018
Q4 | $1.72M | Sell |
43,400
-37,600
| -46% | -$1.64M | 0.02% | 602 |
|
|
2018
Q3 | $3.77M | Sell |
81,000
-3,000
| -4% | -$146K | 0.04% | 367 |
|
|
2018
Q2 | $3.98M | Sell |
84,000
-56,000
| -40% | -$2.93M | 0.05% | 336 |
|
|
2018
Q1 | $7.55M | Buy |
+140,000
| New | +$7.75M | 0.1% | 190 |
|
|
2017
Q3 | – | Sell |
-49,000
| Closed | -$2.18M | – | 1451 |
|
|
2017
Q2 | $2.18M | Sell |
49,000
-100,000
| -67% | -$4.31M | 0.03% | 422 |
|
|
2017
Q1 | $6.38M | Buy |
149,000
+100,000
| +204% | +$4.44M | 0.1% | 191 |
|
|
2016
Q4 | $2.07M | Hold |
49,000
| – | – | 0.03% | 393 |
|
|
2016
Q3 | $1.57M | Sell |
49,000
-1,000
| -2% | -$29.8K | 0.02% | 451 |
|
|
2016
Q2 | $1.3M | Buy |
+50,000
| New | +$1.31M | 0.02% | 521 |
|
|
2015
Q4 | – | Sell |
-2,767
| Closed | -$184K | – | 1848 |
|
|
2015
Q3 | $184K | Buy |
2,767
+1,250
| +82% | +$45.5K | ﹤0.01% | 936 |
|
|
2015
Q2 | $53K | Buy |
1,517
+1,500
| +8,824% | +$57.1K | ﹤0.01% | 1288 |
|
|
2015
Q1 | $8K | Sell |
17
-717
| -98% | -$25.7K | ﹤0.01% | 1580 |
|
|
2014
Q4 | $546K | Sell |
734
-146
| -17% | -$5.19K | 0.01% | 636 |
|
|
2014
Q3 | $416K | Buy |
880
+48
| +6% | +$1.6K | 0.01% | 764 |
|
|
2014
Q2 | $336K | Sell |
832
-25
| -3% | -$771 | 0.01% | 738 |
|
|
2014
Q1 | $349K | Buy |
857
+46
| +6% | +$1.42K | 0.01% | 705 |
|
|
2013
Q4 | $431K | Sell |
811
-81
| -9% | -$2.41K | 0.01% | 832 |
|
|
2013
Q3 | $324K | Sell |
892
-591
| -40% | -$15.9K | 0.01% | 947 |
|
|
2013
Q2 | $401K | Buy |
+1,483
| New | +$35.2K | 0.01% | 824 |
|
Other funds holding MS
VCM
VPM
Wolverine Asset Management's MS Position: Q1 2026 in Review
Wolverine Asset Management opened a new position in Morgan Stanley (MS) in Q1 2026: 22,736 shares worth $3.74M. The stake represents 0.04% of the portfolio and ranks #391 among its holdings. This is a return to the name: Wolverine Asset Management previously reported a position in MS as recently as Q1 2025.
Wolverine Asset Management first reported a position in MS in Q2 2013 and has held it in 35 quarters since. The position peaked at $13.8M in Q3 2023. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Wolverine Asset Management held 22,736 shares of Morgan Stanley worth $3.74M as of Q1 2026.
- Morgan Stanley was a new Wolverine Asset Management position in Q1 2026.
- Morgan Stanley made up 0.04% of Wolverine Asset Management's portfolio in Q1 2026, its #391 holding.
- Wolverine Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 35 quarters since.
- Wolverine Asset Management's Morgan Stanley position peaked at $13.8M in Q3 2023.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.