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 | $15.5M | Sell |
94,300
-29,400
| -24% | -$5.09M | 0.15% | 143 |
|
|
2025
Q4 | $22M | Buy |
123,700
+8,400
| +7% | +$1.4M | 0.17% | 141 |
|
|
2025
Q3 | $18.3M | Sell |
115,300
-45,500
| -28% | -$6.72M | 0.14% | 154 |
|
|
2025
Q2 | $22.7M | Sell |
160,800
-6,300
| -4% | -$774K | 0.21% | 117 |
|
|
2025
Q1 | $19.5M | Sell |
167,100
-60,000
| -26% | -$7.73M | 0.23% | 104 |
|
|
2024
Q4 | $28.6M | Buy |
227,100
+71,700
| +46% | +$8.83M | 0.29% | 101 |
|
|
2024
Q3 | $16.2M | Sell |
155,400
-23,500
| -13% | -$2.37M | 0.17% | 140 |
|
|
2024
Q2 | $17.4M | Buy |
178,900
+68,600
| +62% | +$6.53M | 0.2% | 128 |
|
|
2024
Q1 | $10.4M | Sell |
110,300
-305,500
| -73% | -$26.9M | 0.12% | 181 |
|
|
2023
Q4 | $38.8M | Buy |
415,800
+67,900
| +20% | +$5.43M | 0.33% | 73 |
|
|
2023
Q3 | $28.4M | Buy |
347,900
+92,200
| +36% | +$8.01M | 0.32% | 93 |
|
|
2023
Q2 | $21.8M | Buy |
255,700
+164,500
| +180% | +$14.1M | 0.26% | 96 |
|
|
2023
Q1 | $8.01M | Sell |
91,200
-77,900
| -46% | -$7.27M | 0.09% | 236 |
|
|
2022
Q4 | $14.4M | Sell |
169,100
-12,900
| -7% | -$1.1M | 0.15% | 171 |
|
|
2022
Q3 | $14.4M | Buy |
182,000
+1,000
| +0.6% | +$84.3K | 0.16% | 154 |
|
|
2022
Q2 | $13.8M | Buy |
181,000
+11,300
| +7% | +$926K | 0.14% | 180 |
|
|
2022
Q1 | $14.8M | Buy |
169,700
+94,500
| +126% | +$9.12M | 0.14% | 157 |
|
|
2021
Q4 | $7.38M | Buy |
75,200
+57,200
| +318% | +$5.7M | 0.07% | 243 |
|
|
2021
Q3 | $1.75M | Buy |
+18,000
| New | +$1.78M | 0.02% | 532 |
|
|
2019
Q3 | – | Sell |
-8,800
| Closed | -$385K | – | 1548 |
|
|
2019
Q2 | $385K | Sell |
8,800
-15,300
| -63% | -$682K | 0.01% | 905 |
|
|
2019
Q1 | $1.02M | Sell |
24,100
-125,000
| -84% | -$5.26M | 0.01% | 644 |
|
|
2018
Q4 | $5.91M | Sell |
149,100
-27,200
| -15% | -$1.19M | 0.07% | 256 |
|
|
2018
Q3 | $8.21M | Buy |
176,300
+42,200
| +31% | +$2.06M | 0.1% | 216 |
|
|
2018
Q2 | $6.36M | Buy |
134,100
+59,100
| +79% | +$3.09M | 0.08% | 233 |
|
|
2018
Q1 | $4.05M | Buy |
75,000
+7,200
| +11% | +$399K | 0.05% | 310 |
|
|
2017
Q4 | $3.56M | Hold |
67,800
| – | – | 0.04% | 358 |
|
|
2017
Q3 | $3.27M | Sell |
67,800
-200
| -0.3% | -$9.28K | 0.04% | 350 |
|
|
2017
Q2 | $3.03M | Hold |
68,000
| – | – | 0.04% | 334 |
|
|
2017
Q1 | $2.91M | Buy |
68,000
+20,000
| +42% | +$887K | 0.05% | 310 |
|
|
2016
Q4 | $2.03M | Buy |
48,000
+200
| +0.4% | +$7.56K | 0.03% | 396 |
|
|
2016
Q3 | $1.53M | Sell |
47,800
-2,200
| -4% | -$65.6K | 0.02% | 456 |
|
|
2016
Q2 | $1.3M | Buy |
+50,000
| New | +$1.31M | 0.02% | 522 |
|
|
2016
Q1 | – | Sell |
-1,431
| Closed | -$53K | – | 1490 |
|
|
2015
Q4 | $53K | Buy |
1,431
+28
| +2% | +$930 | ﹤0.01% | 1129 |
|
|
2015
Q3 | $51K | Sell |
1,403
-650
| -32% | -$23.7K | ﹤0.01% | 1265 |
|
|
2015
Q2 | $35K | Hold |
2,053
| – | – | ﹤0.01% | 1375 |
|
|
2015
Q1 | $80K | Sell |
2,053
-1,103
| -35% | -$39.6K | ﹤0.01% | 1140 |
|
|
2014
Q4 | $42K | Sell |
3,156
-227
| -7% | -$8.08K | ﹤0.01% | 1441 |
|
|
2014
Q3 | $125K | Sell |
3,383
-353
| -9% | -$11.8K | ﹤0.01% | 1230 |
|
|
2014
Q2 | $249K | Sell |
3,736
-216
| -5% | -$6.66K | 0.01% | 839 |
|
|
2014
Q1 | $482K | Sell |
3,952
-826
| -17% | -$25.5K | 0.01% | 615 |
|
|
2013
Q4 | $502K | Buy |
4,778
+182
| +4% | +$5.41K | 0.01% | 770 |
|
|
2013
Q3 | $610K | Sell |
4,596
-585
| -11% | -$15.7K | 0.01% | 696 |
|
|
2013
Q2 | $1.15M | Buy |
+5,181
| New | +$123K | 0.03% | 439 |
|
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.