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AIA Group’s Morgan Stanley MS Stock Holding History

AIA Group’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 		$20.6M Buy
125,392
+54,816
+78% +$9.49M 0.3% 52
2025
Q4 		$12.5M Buy
70,576
+49,905
+241% +$8.32M 0.19% 78
2025
Q3 		$3.29M Buy
20,671
+7,797
+61% +$1.15M 0.06% 179
2025
Q2 		$1.81M Sell
12,874
-5,775
-31% -$709K 0.04% 178
2025
Q1 		$2.18M Buy
18,649
+6,204
+50% +$799K 0.05% 163
2024
Q4 		$1.56M Sell
12,445
-109
-0.9% -$13.4K 0.04% 173
2024
Q3 		$1.31M Sell
12,554
-5,856
-32% -$590K 0.03% 200
2024
Q2 		$1.79M Sell
18,410
-15,188
-45% -$1.45M 0.05% 156
2024
Q1 		$3.16M Buy
33,598
+16,507
+97% +$1.45M 0.1% 103
2023
Q4 		$1.59M Hold
17,091
– – 0.07% 142
2023
Q3 		$1.4M Sell
17,091
-4,499
-21% -$391K 0.07% 136
2023
Q2 		$1.84M Buy
21,590
+13,416
+164% +$1.15M 0.09% 112
2023
Q1 		$718K Hold
8,174
– – 0.04% 186
2022
Q4 		$695K Buy
+8,174
New +$697K 0.04% 183
2022
Q3 		– Sell
-17,600
Closed -$1.34M – 435
2022
Q2 		$1.34M Buy
17,600
+8,177
+87% +$670K 0.07% 119
2022
Q1 		$824K Buy
9,423
+3,171
+51% +$306K 0.04% 180
2021
Q4 		$614K Sell
6,252
-4,131
-40% -$412K 0.03% 165
2021
Q3 		$1.01M Sell
10,383
-32,848
-76% -$3.25M 0.06% 142
2021
Q2 		$3.86M Buy
43,231
+18,803
+77% +$1.61M 0.27% 58
2021
Q1 		$1.9M Buy
24,428
+9,128
+60% +$700K 0.27% 67
2020
Q4 		$1.08M Buy
+15,300
New +$878K 0.12% 74

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

AIA Group's MS Position: Q1 2026 in Review

AIA Group increased its Morgan Stanley (MS) stake by 78% in Q1 2026, buying an estimated $9.49M and bringing the position to 125,392 shares worth $20.6M. The position accounts for 0.3% of the portfolio, ranked #52.

AIA Group first reported a position in MS in Q4 2020 and has held it in 21 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • AIA Group held 125,392 shares of Morgan Stanley worth $20.6M as of Q1 2026.
  • AIA Group bought 54,816 Morgan Stanley shares in Q1 2026, an estimated $9.49M.
  • Morgan Stanley made up 0.3% of AIA Group's portfolio in Q1 2026, its #52 holding.
  • AIA Group first reported a position in Morgan Stanley in Q4 2020 and has held it in 21 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on AIA Group's 13F filing for Q1 2026, filed 6 May 2026.