de Dimensional Fund Advisors Morgan Stanley MS Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 1468 M | Vender |
7,023,920
-211,836
| -3% | -USD 41.9 M | 0.27% | 45 |
|
|
2026
Q1 | USD 1191 M | Comprar |
7,235,756
+65,739
| +0.9% | +USD 11.4 M | 0.25% | 47 |
|
|
2025
Q4 | USD 1273 M | Vender |
7,170,017
-986,600
| -12% | -USD 165 M | 0.27% | 40 |
|
|
2025
Q3 | USD 1297 M | Comprar |
8,156,617
+132,784
| +2% | +USD 19.6 M | 0.28% | 38 |
|
|
2025
Q2 | USD 1130 M | Vender |
8,023,833
-13,508
| -0.2% | -USD 1.66 M | 0.26% | 40 |
|
|
2025
Q1 | USD 938 M | Comprar |
8,037,341
+52,938
| +0.7% | +USD 6.82 M | 0.23% | 54 |
|
|
2024
Q4 | USD 1004 M | Vender |
7,984,403
-117,662
| -1% | -USD 14.5 M | 0.24% | 46 |
|
|
2024
Q3 | USD 845 M | Vender |
8,102,065
-732,307
| -8% | -USD 73.7 M | 0.2% | 57 |
|
|
2024
Q2 | USD 859 M | Comprar |
8,834,372
+242,896
| +3% | +USD 23.1 M | 0.22% | 48 |
|
|
2024
Q1 | USD 809 M | Vender |
8,591,476
-92,212
| -1% | -USD 8.12 M | 0.22% | 52 |
|
|
2023
Q4 | USD 810 M | Vender |
8,683,688
-508,544
| -6% | -USD 40.7 M | 0.24% | 45 |
|
|
2023
Q3 | USD 751 M | Vender |
9,192,232
-560,887
| -6% | -USD 48.7 M | 0.25% | 45 |
|
|
2023
Q2 | USD 833 M | Vender |
9,753,119
-194,357
| -2% | -USD 16.6 M | 0.27% | 41 |
|
|
2023
Q1 | USD 873 M | Comprar |
+9,947,476
| Nuevas | +USD 928 M | 0.29% | 39 |
|
|
2022
Q3 | USD 754 M | Vender |
9,545,684
-547,601
| -5% | -USD 46.2 M | 0.29% | 43 |
|
|
2022
Q2 | USD 768 M | Vender |
10,093,285
-68,032
| -0.7% | -USD 5.57 M | 0.28% | 45 |
|
|
2022
Q1 | USD 888 M | Vender |
10,161,317
-385,213
| -4% | -USD 37.2 M | 0.27% | 46 |
|
|
2021
Q4 | USD 1035 M | Vender |
10,546,530
-959,143
| -8% | -USD 95.5 M | 0.31% | 32 |
|
|
2021
Q3 | USD 1120 M | Vender |
11,505,673
-92,970
| -0.8% | -USD 9.21 M | 0.36% | 25 |
|
|
2021
Q2 | USD 1063 M | Vender |
11,598,643
-833,788
| -7% | -USD 71.5 M | 0.34% | 27 |
|
|
2021
Q1 | USD 966 M | Comprar |
12,432,431
+465,330
| +4% | +USD 35.7 M | 0.32% | 29 |
|
|
2020
Q4 | USD 820 M | Comprar |
11,967,101
+2,098,498
| +21% | +USD 120 M | 0.3% | 34 |
|
|
2020
Q3 | USD 477 M | Vender |
9,868,603
-403,604
| -4% | -USD 20.3 M | 0.2% | 64 |
|
|
2020
Q2 | USD 496 M | Vender |
10,272,207
-69,528
| -0.7% | -USD 2.92 M | 0.22% | 56 |
|
|
2020
Q1 | USD 352 M | Vender |
10,341,735
-540,228
| -5% | -USD 25.4 M | 0.18% | 67 |
|
|
2019
Q4 | USD 556 M | Vender |
10,881,963
-81,130
| -0.7% | -USD 3.84 M | 0.2% | 53 |
|
|
2019
Q3 | USD 468 M | Vender |
10,963,093
-85,630
| -0.8% | -USD 3.66 M | 0.18% | 63 |
|
|
2019
Q2 | USD 484 M | Vender |
11,048,723
-710,190
| -6% | -USD 31.7 M | 0.19% | 60 |
|
|
2019
Q1 | USD 496 M | Vender |
11,758,913
-27,724
| -0.2% | -USD 1.17 M | 0.2% | 58 |
|
|
2018
Q4 | USD 467 M | Comprar |
11,786,637
+154,165
| +1% | +USD 6.73 M | 0.21% | 54 |
|
|
2018
Q3 | USD 542 M | Vender |
11,632,472
-121,781
| -1% | -USD 5.95 M | 0.21% | 51 |
|
|
2018
Q2 | USD 557 M | Comprar |
11,754,253
+213,537
| +2% | +USD 11.2 M | 0.22% | 44 |
|
|
2018
Q1 | USD 623 M | Comprar |
11,540,716
+110,602
| +1% | +USD 6.12 M | 0.26% | 33 |
|
|
2017
Q4 | USD 600 M | Vender |
11,430,114
-386,654
| -3% | -USD 19.6 M | 0.25% | 38 |
|
|
2017
Q3 | USD 569 M | Comprar |
11,816,768
+1,828,697
| +18% | +USD 84.8 M | 0.25% | 37 |
|
|
2017
Q2 | USD 445 M | Comprar |
9,988,071
+310,430
| +3% | +USD 13.4 M | 0.21% | 49 |
|
|
2017
Q1 | USD 415 M | Comprar |
9,677,641
+395,010
| +4% | +USD 17.5 M | 0.2% | 52 |
|
|
2016
Q4 | USD 392 M | Comprar |
9,282,631
+974,920
| +12% | +USD 36.9 M | 0.2% | 53 |
|
|
2016
Q3 | USD 266 M | Comprar |
8,307,711
+105,515
| +1% | +USD 3.15 M | 0.14% | 89 |
|
|
2016
Q2 | USD 213 M | Vender |
8,202,196
-129,352
| -2% | -USD 3.38 M | 0.12% | 123 |
|
|
2016
Q1 | USD 208 M | Vender |
8,331,548
-336,369
| -4% | -USD 8.58 M | 0.12% | 118 |
|
|
2015
Q4 | USD 276 M | Vender |
8,667,917
-184,324
| -2% | -USD 6.12 M | 0.17% | 81 |
|
|
2015
Q3 | USD 279 M | Comprar |
8,852,241
+16,663
| +0.2% | +USD 607 k | 0.18% | 67 |
|
|
2015
Q2 | USD 343 M | Vender |
8,835,578
-248,687
| -3% | -USD 9.46 M | 0.21% | 49 |
|
|
2015
Q1 | USD 324 M | Vender |
9,084,265
-670,370
| -7% | -USD 24.1 M | 0.2% | 54 |
|
|
2014
Q4 | USD 379 M | Vender |
9,754,635
-306,757
| -3% | -USD 10.9 M | 0.25% | 38 |
|
|
2014
Q3 | USD 348 M | Vender |
10,061,392
-1,105,347
| -10% | -USD 36.8 M | 0.25% | 41 |
|
|
2014
Q2 | USD 361 M | Vender |
11,166,739
-1,873,835
| -14% | -USD 57.8 M | 0.25% | 40 |
|
|
2014
Q1 | USD 406 M | Vender |
13,040,574
-710,782
| -5% | -USD 22 M | 0.3% | 35 |
|
|
2013
Q4 | USD 431 M | Comprar |
13,751,356
+1,227,823
| +10% | +USD 36.5 M | 0.34% | 27 |
|
|
2013
Q3 | USD 337 M | Comprar |
12,523,533
+473,477
| +4% | +USD 12.7 M | 0.29% | 30 |
|
|
2013
Q2 | USD 294 M | Comprar |
+12,050,056
| Nuevas | +USD 286 M | 0.28% | 36 |
|
Otros fondos que tienen MS en su cartera
Posición de Dimensional Fund Advisors en MS: resumen de T2 2026
Dimensional Fund Advisors redujo su participación en Morgan Stanley (MS) en 2.9% durante T2 2026, al vender acciones por un valor estimado de USD 41.9 M, y conservó 7,023,920 acciones valuadas en USD 1468 M. La posición representa 0.27% de la cartera y ocupa el puesto #45.
Dimensional Fund Advisors reportó por primera vez una posición en MS en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 2,747 fondos que sigue Wall St. Rank mantienen una posición en MS.
- Al cierre de T2 2026, Dimensional Fund Advisors tenía 7,023,920 acciones de Morgan Stanley con un valor de USD 1468 M.
- Dimensional Fund Advisors vendió 211,836 acciones de Morgan Stanley en T2 2026, por un valor estimado de USD 41.9 M.
- Morgan Stanley representó 0.27% de la cartera de Dimensional Fund Advisors en T2 2026 y fue su posición número 45.
- Dimensional Fund Advisors reportó por primera vez una posición en Morgan Stanley en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 2,747 fondos que sigue Wall St. Rank tenían Morgan Stanley en cartera.
Según el Informe 13F de Dimensional Fund Advisors correspondiente a T2 2026, presentado el 11 ago 2026.