Scott Black's MS Position Overview
Scott Black (via Delphi Management INC /Ma/) currently holds 8,980 shares of Morgan Stanley (MS) worth $1.59 M, representing 1.55% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Scott Black has maintained a strategic position in MS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 2,141 shares. Largest reduction occurred in Q1 2021, reducing 13,458 shares.
Analysis based on 13F filings available since 2013 Q2
Scott Black's Morgan Stanley (MS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Morgan Stanley (MS) Trades by Scott Black
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2018 | +36,475 | New Buy | 36,475 | $39.64 |
| Q1 2019 | -7,450 | Reduce 20.42% | 29,025 | $42.20 |
| Q2 2019 | +27 | Add 0.09% | 29,052 | $43.82 |
| Q3 2019 | +1,178 | Add 4.05% | 30,230 | $42.67 |
| Q1 2021 | +16,773 | Add 0.00% | 16,772 | $77.69 |
| Q2 2021 | -1,211 | Reduce 7.22% | 15,561 | $91.70 |
| Q3 2021 | -1,542 | Reduce 9.91% | 14,019 | $97.30 |
| Q4 2021 | +928 | Add 6.62% | 14,947 | $98.15 |
| Q4 2022 | +15,080 | Add 0.00% | 15,079 | $85.02 |
| Q2 2023 | +14,508 | Add 0.00% | 14,507 | $85.41 |
| Q3 2023 | +80 | Add 0.55% | 14,587 | $81.65 |
| Q4 2023 | +2,141 | Add 14.68% | 16,728 | $93.26 |
| Q1 2024 | +1,375 | Add 8.22% | 18,103 | $94.18 |
| Q2 2024 | -27 | Reduce 0.15% | 18,076 | $97.20 |
| Q3 2024 | -3,314 | Reduce 18.33% | 14,762 | $104.25 |
| Q4 2024 | -2,683 | Reduce 18.18% | 12,079 | $125.76 |
| Q1 2025 | -448 | Reduce 3.71% | 11,631 | $116.67 |
| Q2 2025 | -310 | Reduce 2.67% | 11,321 | $140.89 |
| Q3 2025 | -1,360 | Reduce 12.01% | 9,961 | $158.92 |
| Q4 2025 | -981 | Reduce 9.85% | 8,980 | $177.51 |
Scott Black's Morgan Stanley Investment FAQs
Scott Black first purchased Morgan Stanley (MS) in Q4 2018, acquiring 36,475 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Scott Black has held Morgan Stanley (MS) for 29 quarters since Q4 2018.
Scott Black's largest addition to Morgan Stanley (MS) was in Q4 2018, adding 36,475 shares worth $1.45 M.
According to the latest 13F filing for Q4 2025, Scott Black's firm, Delphi Management INC /Ma/, owns 8,980 shares of Morgan Stanley (MS), valued at approximately $1.59 M.
As of the Q4 2025 filing, Morgan Stanley (MS) represents approximately 1.55% of Scott Black's publicly disclosed stock portfolio, making it one of their key holdings.
Scott Black's peak holding in Morgan Stanley (MS) was 36,475 shares, as reported at the end of Q4 2018.