Kearns & Associates LLC MS MORGAN STANLEY

Ownership history in Kearns & Associates LLC  ·  4 quarters on record

AI Ownership Summary

Kearns & Associates LLC reported MORGAN STANLEY (MS) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q4. The latest visible filing shows MS at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kearns & Associates LLC's position in MORGAN STANLEY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MS was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kearns & Associates LLC held MS — position size vs. price
% of Fund (quarterly)    MS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,500 0% 0.13% $247K 2026-04-20 $189.68
2025 Q4 UNCHANGED 1,500 0% 0.14% $266K 2026-01-08 $182.69
2025 Q3 UNCHANGED 1,500 0% 0.13% $238K 2025-10-22 $155.47
2025 Q2 INITIATED 1,500 0.12% $211K 2025-07-09 $138.21

FAQ About Kearns & Associates LLC and MS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kearns & Associates LLC reported owning MS?

Kearns & Associates LLC reported MS across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported MS position in Kearns & Associates LLC's portfolio?

The largest reported portfolio weight for MS was 0.14% in 2025 Q4.

What is the latest reported MS position on this page?

The most recent filing on this page is 2026 Q1, when Kearns & Associates LLC reported 1,500 shares, equal to 0.13% of portfolio, with an estimated market value of $247K.

What does the chart on this MS ownership page compare?

The chart compares Kearns & Associates LLC's quarterly MS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Kearns & Associates LLC Holdings