Y.D. More Investments’s Morgan Stanley MS Stock Holding History

Y.D. More Investments’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	$157K	Sell	955 -296	-24%	-$51.2K	0.01%	222
2025 Q4	$222K	Sell	1,251 -84	-6%	-$14K	0.01%	193
2025 Q3	$212K	Sell	1,335 -303	-18%	-$44.7K	0.01%	195
2025 Q2	$230K	Sell	1,638 -509	-24%	-$62.5K	0.02%	194
2025 Q1	$250K	Buy	2,147 +213	+11%	+$27.4K	0.02%	187
2024 Q4	$243K	Buy	1,934 +835	+76%	+$103K	0.02%	179
2024 Q3	$114K	Buy	1,099 +54	+5%	+$5.44K	0.01%	247
2024 Q2	$101K	Buy	1,045 +665	+175%	+$63.3K	0.01%	252
2024 Q1	$35.7K	Hold	380	–	–	0.01%	259
2023 Q4	$35.3K	Hold	380	–	–	0.01%	268
2023 Q3	$31K	Hold	380	–	–	0.01%	267
2023 Q2	$32.4K	Hold	380	–	–	0.01%	242
2023 Q1	$33.3K	Buy	380 +193	+103%	+$18K	0.01%	239
2022 Q4	$15.8K	Buy	+187	New	+$15.9K	﹤0.01%	322

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

Y.D. More Investments's MS Position: Q1 2026 in Review

Y.D. More Investments reduced its Morgan Stanley (MS) stake by 24% in Q1 2026, selling an estimated $51.2K and leaving 955 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #222.

Y.D. More Investments first reported a position in MS in Q4 2022 and has held it in 14 quarters since. The position peaked at $250K in Q1 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Y.D. More Investments held 955 shares of Morgan Stanley worth $157K as of Q1 2026.
Y.D. More Investments sold 296 Morgan Stanley shares in Q1 2026, an estimated $51.2K.
Morgan Stanley made up 0.01% of Y.D. More Investments's portfolio in Q1 2026, its #222 holding.
Y.D. More Investments first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
Y.D. More Investments's Morgan Stanley position peaked at $250K in Q1 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.