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AEGON Asset Management (UK)’s Morgan Stanley MS Stock Holding History

AEGON Asset Management (UK)’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
Q2 		$164M Buy
784,695
+139,964
+22% +$27.7M 1.75% 14
2026
Q1 		$105M Sell
644,731
-72,126
-10% -$12.5M 1.4% 16
2025
Q4 		$127M Sell
716,857
-55,638
-7% -$9.28M 1.51% 12
2025
Q3 		$123M Sell
772,495
-24,696
-3% -$3.65M 1.46% 11
2025
Q2 		$112M Buy
797,191
+42,311
+6% +$5.2M 1.44% 13
2025
Q1 		$87.9M Buy
754,880
+65,840
+10% +$8.48M 1.28% 18
2024
Q4 		$86.7M Sell
689,040
-30,170
-4% -$3.72M 1.14% 20
2024
Q3 		$75M Buy
719,210
+97,797
+16% +$9.85M 1.02% 21
2024
Q2 		$60.3M Buy
621,413
+18,330
+3% +$1.74M 0.85% 28
2024
Q1 		$56.8M Buy
603,083
+19,536
+3% +$1.72M 0.85% 35
2023
Q4 		$54.4M Buy
+583,547
New +$46.7M 0.87% 36
2023
Q2 		$50.4M Hold
590,626
– – 0.82% 36
2023
Q1 		$51.7M Sell
590,626
-183,601
-24% -$17.1M 0.9% 32
2022
Q4 		$65.8M Hold
774,227
– – 1.19% 24
2022
Q3 		$61.2M Sell
774,227
-4,935
-0.6% -$416K 1.24% 24
2022
Q2 		$59.3M Sell
779,162
-41,870
-5% -$3.43M 1.12% 27
2022
Q1 		$71.8M Buy
821,032
+419,937
+105% +$40.5M 1.06% 22
2021
Q4 		$39.5M Buy
401,095
+46,226
+13% +$4.6M 0.51% 57
2021
Q3 		$34.5M Buy
354,869
+178,399
+101% +$17.7M 0.49% 64
2021
Q2 		$16.2M Buy
+176,470
New +$15.1M 0.23% 100
2020
Q1 		– Sell
-81,382
Closed -$4.16M – 181
2019
Q4 		$4.16M Buy
+81,382
New +$3.85M 0.1% 96
2018
Q4 		– Sell
-10,051
Closed -$468K – 187
2018
Q3 		$468K Buy
+10,051
New +$491K 0.01% 172
2015
Q2 		– Sell
-70,859
Closed -$2.53M – 198
2015
Q1 		$2.53M Buy
+70,859
New +$2.54M 0.07% 97

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AEGON Asset Management (UK)'s MS Position: Q2 2026 in Review

AEGON Asset Management (UK) increased its Morgan Stanley (MS) stake by 22% in Q2 2026, buying an estimated $27.7M and bringing the position to 784,695 shares worth $164M. The position accounts for 1.75% of the portfolio, ranked #14.

AEGON Asset Management (UK) first reported a position in MS in Q1 2015 and has held it in 23 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • AEGON Asset Management (UK) held 784,695 shares of Morgan Stanley worth $164M as of Q2 2026.
  • AEGON Asset Management (UK) bought 139,964 Morgan Stanley shares in Q2 2026, an estimated $27.7M.
  • Morgan Stanley made up 1.75% of AEGON Asset Management (UK)'s portfolio in Q2 2026, its #14 holding.
  • AEGON Asset Management (UK) first reported a position in Morgan Stanley in Q1 2015 and has held it in 23 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on AEGON Asset Management (UK)'s 13F filing for Q2 2026, filed 13 Jul 2026.