Adage Capital Partners
MS icon

Adage Capital Partners’s Morgan Stanley MS Stock Holding History

Adage Capital Partners’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$160M Buy
972,734
+50,100
+5% +$8.67M 0.25% 76
2025
Q4 		$164M Sell
922,634
-41,600
-4% -$6.94M 0.25% 74
2025
Q3 		$153M Sell
964,234
-121,200
-11% -$17.9M 0.24% 73
2025
Q2 		$153M Buy
1,085,434
+7,000
+0.6% +$860K 0.26% 70
2025
Q1 		$126M Sell
1,078,434
-69,650
-6% -$8.97M 0.23% 84
2024
Q4 		$144M Sell
1,148,084
-26,150
-2% -$3.22M 0.25% 71
2024
Q3 		$122M Sell
1,174,234
-26,100
-2% -$2.63M 0.22% 90
2024
Q2 		$117M Sell
1,200,334
-28,500
-2% -$2.71M 0.22% 88
2024
Q1 		$116M Buy
1,228,834
+1,100
+0.1% +$96.9K 0.22% 94
2023
Q4 		$114M Sell
1,227,734
-40,900
-3% -$3.27M 0.24% 92
2023
Q3 		$104M Sell
1,268,634
-29,400
-2% -$2.55M 0.23% 101
2023
Q2 		$111M Buy
1,298,034
+19,700
+2% +$1.68M 0.24% 98
2023
Q1 		$112M Sell
1,278,334
-47,600
-4% -$4.44M 0.25% 95
2022
Q4 		$113M Sell
1,325,934
-23,400
-2% -$1.99M 0.27% 87
2022
Q3 		$107M Sell
1,349,334
-38,100
-3% -$3.21M 0.26% 81
2022
Q2 		$106M Sell
1,387,434
-102,900
-7% -$8.43M 0.24% 87
2022
Q1 		$130M Sell
1,490,334
-53,600
-3% -$5.17M 0.25% 86
2021
Q4 		$152M Sell
1,543,934
-67,300
-4% -$6.7M 0.27% 77
2021
Q3 		$157M Sell
1,611,234
-66,500
-4% -$6.59M 0.31% 66
2021
Q2 		$154M Buy
1,677,734
+11,100
+0.7% +$952K 0.3% 73
2021
Q1 		$129M Buy
1,666,634
+905,120
+119% +$69.4M 0.26% 81
2020
Q4 		$52.2M Buy
761,514
+6,258
+0.8% +$359K 0.11% 195
2020
Q3 		$36.5M Sell
755,256
-43,400
-5% -$2.19M 0.09% 234
2020
Q2 		$38.6M Sell
798,656
-160,635
-17% -$6.75M 0.1% 233
2020
Q1 		$32.6M Sell
959,291
-706,715
-42% -$33.3M 0.1% 237
2019
Q4 		$85.2M Buy
1,666,006
+181,900
+12% +$8.61M 0.21% 127
2019
Q3 		$63.3M Sell
1,484,106
-489,100
-25% -$20.9M 0.16% 165
2019
Q2 		$86.4M Sell
1,973,206
-2,036,294
-51% -$90.8M 0.22% 120
2019
Q1 		$169M Buy
4,009,500
+331,000
+9% +$13.9M 0.42% 55
2018
Q4 		$146M Buy
3,678,500
+1,310,700
+55% +$57.2M 0.4% 60
2018
Q3 		$110M Buy
2,367,800
+436,200
+23% +$21.3M 0.25% 108
2018
Q2 		$91.6M Sell
1,931,600
-851,300
-31% -$44.5M 0.21% 121
2018
Q1 		$150M Buy
2,782,900
+297,400
+12% +$16.5M 0.35% 74
2017
Q4 		$130M Sell
2,485,500
-850,980
-26% -$43M 0.29% 87
2017
Q3 		$161M Sell
3,336,480
-519,693
-13% -$24.1M 0.39% 54
2017
Q2 		$172M Sell
3,856,173
-774,527
-17% -$33.4M 0.42% 48
2017
Q1 		$198M Buy
4,630,700
+3,105,300
+204% +$138M 0.5% 39
2016
Q4 		$64.4M Sell
1,525,400
-678,500
-31% -$25.7M 0.18% 156
2016
Q3 		$70.7M Buy
2,203,900
+637,000
+41% +$19M 0.19% 137
2016
Q2 		$40.7M Sell
1,566,900
-491,400
-24% -$12.9M 0.11% 224
2016
Q1 		$51.5M Sell
2,058,300
-1,860,300
-47% -$47.5M 0.14% 184
2015
Q4 		$125M Buy
3,918,600
+1,571,000
+67% +$52.2M 0.33% 88
2015
Q3 		$73.9M Sell
2,347,600
-78,500
-3% -$2.86M 0.21% 134
2015
Q2 		$94.1M Buy
2,426,100
+100,000
+4% +$3.81M 0.23% 120
2015
Q1 		$83M Sell
2,326,100
-565,000
-20% -$20.3M 0.2% 148
2014
Q4 		$112M Buy
2,891,100
+694,300
+32% +$24.7M 0.27% 103
2014
Q3 		$75.9M Sell
2,196,800
-149,000
-6% -$4.96M 0.19% 153
2014
Q2 		$75.8M Buy
+2,345,800
New +$72.3M 0.2% 147
2014
Q1 		– Sell
-2,425,600
Closed -$76.1M – 713
2013
Q4 		$76.1M Sell
2,425,600
-4,185,000
-63% -$124M 0.2% 142
2013
Q3 		$178M Buy
6,610,600
+1,170,000
+22% +$31.4M 0.51% 48
2013
Q2 		$133M Buy
+5,440,600
New +$129M 0.41% 61

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Adage Capital Partners's MS Position: Q1 2026 in Review

Adage Capital Partners increased its Morgan Stanley (MS) stake by 5.4% in Q1 2026, buying an estimated $8.67M and bringing the position to 972,734 shares worth $160M. The position accounts for 0.25% of the portfolio, ranked #76.

Adage Capital Partners first reported a position in MS in Q2 2013 and has held it in 51 quarters since. The position peaked at $198M in Q1 2017. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Adage Capital Partners held 972,734 shares of Morgan Stanley worth $160M as of Q1 2026.
  • Adage Capital Partners bought 50,100 Morgan Stanley shares in Q1 2026, an estimated $8.67M.
  • Morgan Stanley made up 0.25% of Adage Capital Partners's portfolio in Q1 2026, its #76 holding.
  • Adage Capital Partners first reported a position in Morgan Stanley in Q2 2013 and has held it in 51 quarters since.
  • Adage Capital Partners's Morgan Stanley position peaked at $198M in Q1 2017.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.