SEC 13F Intelligence

Delphi Management Inc /Ma/ / MS

Delphi Management Inc /Ma/’s Morgan Stanley Position

Does Delphi Management Inc /Ma/ own Morgan Stanley (MS)? Yes6.9K shares worth $1M (+1.37% of its 13F portfolio) as of Q1 2026, down from 9.0K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
6.9K
% of Portfolio
+1.37%
Quarters Held
18
currently held

Position History MS

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ3 ’19Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $1MQ3 ’21Q4 ’21: $1MQ2 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $1MQ2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.9K$1M+1.37%
Q4 20259.0K$2M+1.55%
Q3 202510.0K$2M+1.47%
Q2 202511.3K$2M+1.54%
Q1 202511.6K$1M+1.38%
Q4 202412.1K$2M+1.47%
Q2 202418.1K$2M+1.43%
Q1 202418.1K$2M+1.32%
Q4 202314.6K$1M+1.22%
Q2 202314.5K$1M+1.29%
Q4 202114.9K$1M+1.38%
Q3 202114.0K$1M+1.40%
Q2 202115.6K$1M+1.36%
Q1 202116.8K$1M+1.38%
Q3 201930.2K$1M+1.25%
Q2 201929.1K$1M+1.14%
Q1 201929.0K$1M+1.13%
Q4 201836.5K$1M+1.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Delphi Management Inc /Ma/’s full portfolio or all institutional holders of MS.