Wright Investors Service’s Morgan Stanley MS Stock Holding History

Wright Investors Service’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	$578K	Buy	3,514 +14	+0.4%	+$2.42K	0.18%	110
2025 Q4	$621K	Sell	3,500 -105	-3%	-$17.5K	0.19%	98
2025 Q3	$573K	Sell	3,605 -207	-5%	-$30.6K	0.17%	112
2025 Q2	$537K	Buy	3,812 +156	+4%	+$19.2K	0.16%	111
2025 Q1	$427K	Sell	3,656 -363	-9%	-$46.8K	0.14%	123
2024 Q4	$505K	Sell	4,019 -8,519	-68%	-$1.05M	0.16%	104
2024 Q3	$1.31M	Sell	12,538 -5,030	-29%	-$507K	0.34%	78
2024 Q2	$1.71M	Sell	17,568 -5,390	-23%	-$513K	0.45%	64
2024 Q1	$2.16M	Buy	22,958 +610	+3%	+$53.7K	0.55%	62
2023 Q4	$2.08M	Sell	22,348 -4,164	-16%	-$333K	0.59%	59
2023 Q3	$2.17M	Sell	26,512 -8,739	-25%	-$759K	0.63%	53
2023 Q2	$3.01M	Sell	35,251 -3,216	-8%	-$275K	0.85%	40
2023 Q1	$3.38M	Sell	38,467 -8,688	-18%	-$811K	0.96%	30
2022 Q4	$4.01M	Buy	47,155 +178	+0.4%	+$15.2K	1.15%	25
2022 Q3	$3.71M	Sell	46,977 -2,164	-4%	-$182K	1.17%	23
2022 Q2	$3.74M	Buy	49,141 +29,439	+149%	+$2.41M	1.07%	26
2022 Q1	$1.72M	Buy	19,702 +2,476	+14%	+$239K	0.43%	74
2021 Q4	$1.69M	Sell	17,226 -6,164	-26%	-$614K	0.43%	78
2021 Q3	$2.28M	Sell	23,390 -80	-0.3%	-$7.93K	0.65%	52
2021 Q2	$2.15M	Buy	23,470 +4,530	+24%	+$388K	0.58%	56
2021 Q1	$1.47M	Buy	18,940 +136	+0.7%	+$10.4K	0.45%	74
2020 Q4	$1.29M	Sell	18,804 -18,735	-50%	-$1.07M	0.44%	70
2020 Q3	$1.81M	Hold	37,539	–	–	0.65%	48
2020 Q2	$1.81M	Sell	37,539 -205	-0.5%	-$8.61K	0.7%	43
2020 Q1	$1.28M	Buy	37,744 +13,041	+53%	+$614K	0.55%	58
2019 Q4	$1.26M	Buy	24,703 +17,644	+250%	+$835K	0.43%	72
2019 Q3	$301K	Sell	7,059 -43	-0.6%	-$1.84K	0.11%	138
2019 Q2	$311K	Sell	7,102 -23	-0.3%	-$1.03K	0.12%	135
2019 Q1	$300K	Sell	7,125 -7,055	-50%	-$297K	0.12%	130
2018 Q4	$562K	Buy	14,180 +290	+2%	+$12.7K	0.24%	96
2018 Q3	$647K	Buy	13,890 +123	+0.9%	+$6.01K	0.24%	96
2018 Q2	$653K	Sell	13,767 -70	-0.5%	-$3.66K	0.26%	94
2018 Q1	$747K	Buy	13,837 +64	+0.5%	+$3.54K	0.26%	103
2017 Q4	$723K	Sell	13,773 -4	-0%	-$202	0.24%	100
2017 Q3	$663K	Buy	13,777 +262	+2%	+$12.2K	0.24%	111
2017 Q2	$602K	Buy	13,515 +6,320	+88%	+$273K	0.23%	125
2017 Q1	$308K	Buy	7,195 +715	+11%	+$31.7K	0.12%	192
2016 Q4	$274K	Buy	+6,480	New	+$245K	0.12%	200
2016 Q2	–	Sell	-14,565	Closed	-$364K	–	227
2016 Q1	$364K	Sell	14,565 -2,800	-16%	-$71.5K	0.14%	177
2015 Q4	$552K	Buy	17,365 +5,965	+52%	+$198K	0.2%	165
2015 Q3	$359K	Hold	11,400	–	–	0.16%	167
2015 Q2	$442K	Sell	11,400 -19	-0.2%	-$723	0.21%	139
2015 Q1	$408K	Buy	11,419 +3,003	+36%	+$108K	0.2%	151
2014 Q4	$327K	Buy	+8,416	New	+$299K	0.16%	168

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

Wright Investors Service's MS Position: Q1 2026 in Review

Wright Investors Service increased its Morgan Stanley (MS) stake by 0.4% in Q1 2026, buying an estimated $2.42K and bringing the position to 3,514 shares worth $578K. The position accounts for 0.18% of the portfolio, ranked #110.

Wright Investors Service first reported a position in MS in Q4 2014 and has held it in 44 quarters since. The position peaked at $4.01M in Q4 2022. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Wright Investors Service held 3,514 shares of Morgan Stanley worth $578K as of Q1 2026.
Wright Investors Service bought 14 Morgan Stanley shares in Q1 2026, an estimated $2.42K.
Morgan Stanley made up 0.18% of Wright Investors Service's portfolio in Q1 2026, its #110 holding.
Wright Investors Service first reported a position in Morgan Stanley in Q4 2014 and has held it in 44 quarters since.
Wright Investors Service's Morgan Stanley position peaked at $4.01M in Q4 2022.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.