ZIM
MS icon

Zacks Investment Management’s Morgan Stanley MS Stock Holding History

Zacks Investment Management’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 		$42.1M Buy
256,101
+185,739
+264% +$32.2M 0.34% 77
2025
Q4 		$12.5M Buy
70,362
+7,559
+12% +$1.26M 0.1% 162
2025
Q3 		$9.98M Buy
62,803
+3,008
+5% +$444K 0.08% 169
2025
Q2 		$8.42M Buy
59,795
+1,116
+2% +$137K 0.07% 180
2025
Q1 		$6.85M Buy
58,679
+49,017
+507% +$6.32M 0.06% 194
2024
Q4 		$1.21M Buy
9,662
+3,089
+47% +$380K 0.01% 391
2024
Q3 		$685K Sell
6,573
-197
-3% -$19.8K 0.01% 451
2024
Q2 		$658K Buy
+6,770
New +$644K 0.01% 401
2022
Q2 		– Sell
-2,987
Closed -$261K – 618
2022
Q1 		$261K Buy
2,987
+821
+38% +$79.2K ﹤0.01% 536
2021
Q4 		$213K Sell
2,166
-1,286
-37% -$128K ﹤0.01% 582
2021
Q3 		$336K Buy
+3,452
New +$342K 0.01% 500
2017
Q2 		– Sell
-9,903
Closed -$424K – 652
2017
Q1 		$424K Buy
+9,903
New +$439K 0.01% 471
2015
Q3 		– Sell
-11,343
Closed -$440K – 631
2015
Q2 		$440K Buy
+11,343
New +$432K 0.01% 459

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Zacks Investment Management's MS Position: Q1 2026 in Review

Zacks Investment Management increased its Morgan Stanley (MS) stake by 264% in Q1 2026, buying an estimated $32.2M and bringing the position to 256,101 shares worth $42.1M. The position accounts for 0.34% of the portfolio, ranked #77.

Zacks Investment Management first reported a position in MS in Q2 2015 and has held it in 13 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Zacks Investment Management held 256,101 shares of Morgan Stanley worth $42.1M as of Q1 2026.
  • Zacks Investment Management bought 185,739 Morgan Stanley shares in Q1 2026, an estimated $32.2M.
  • Morgan Stanley made up 0.34% of Zacks Investment Management's portfolio in Q1 2026, its #77 holding.
  • Zacks Investment Management first reported a position in Morgan Stanley in Q2 2015 and has held it in 13 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.