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BOLTON SECURITIES CORPORATION’s Morgan Stanley MS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.6M Buy
+9,741
New +$1.69M 0.08% 279
2025
Q3 		$1.38M Buy
+8,681
New +$1.28M 0.07% 312
2025
Q1 		$929K Buy
+7,962
New +$1.03M 0.05% 354

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MS Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Morgan Stanley (MS) in Q1 2026: 9,741 shares worth $1.6M. The stake represents 0.08% of the portfolio and ranks #279 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in MS as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in MS in Q1 2025 and has held it in 3 quarters since. 2,520 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 9,741 shares of Morgan Stanley worth $1.6M as of Q1 2026.
  • Morgan Stanley was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Morgan Stanley made up 0.08% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #279 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Morgan Stanley in Q1 2025 and has held it in 3 quarters since.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.