MS

Morgan Stanley · XNYS

Season: Q3 2026 · as of Sep 30
Holders: 1 of 1 filed · prev 8
Median weight: 3.18%
Sector: Financials
Type: equity · US

Moves1 this quarter

0.0 pp in · −0.4 pp out

New 0 0.00 pp
Added 0 0.00 pp
Trimmed 1 −0.36 pp
Exited 0 0.00 pp

Streakslongest holders · 54 quarters on record

Matrix David Katz, CIO 3.2%54+ quarters

The record for MS begins Q2 2013: 54 quarters.

Over time54 quarters, Q2 2013 to Q3 2026

Managers holding1 Q3 2026

Largest weight3.2% Q3 2026

Holders1 of 1 filed


MatrixDavid Katz, CIO	3.18%	205,191	$39M	trimmed−1%	−0.36 pp	54+ q