Alecta Tjanstepension Omsesidigt’s Morgan Stanley MS Stock Holding History

Alecta Tjanstepension Omsesidigt’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 Q3	$234M	Buy	1,241,500 +248,000	+25%	+$52.7M	0.97%	29
2026 Q2	$208M	Sell	993,500 -285,600	-22%	-$56.6M	0.87%	37
2026 Q1	$210M	Buy	1,279,100 +337,100	+36%	+$58.4M	1.03%	25
2025 Q4	$167M	Hold	942,000	–	–	0.74%	40
2025 Q3	$150M	Hold	942,000	–	–	0.67%	42
2025 Q2	$133M	Buy	942,000 +357,000	+61%	+$43.8M	0.62%	49
2025 Q1	$68.3M	Buy	+585,000	New	+$75.4M	0.38%	58

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt's MS Position: Q3 2026 in Review

Alecta Tjanstepension Omsesidigt increased its Morgan Stanley (MS) stake by 25% in Q3 2026, buying an estimated $52.7M and bringing the position to 1,241,500 shares worth $234M. The position accounts for 0.97% of the portfolio, ranked #29.

Alecta Tjanstepension Omsesidigt first reported a position in MS in Q1 2025 and has held it in 7 quarters since. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Alecta Tjanstepension Omsesidigt held 1,241,500 shares of Morgan Stanley worth $234M as of Q3 2026.
Alecta Tjanstepension Omsesidigt bought 248,000 Morgan Stanley shares in Q3 2026, an estimated $52.7M.
Morgan Stanley made up 0.97% of Alecta Tjanstepension Omsesidigt's portfolio in Q3 2026, its #29 holding.
Alecta Tjanstepension Omsesidigt first reported a position in Morgan Stanley in Q1 2025 and has held it in 7 quarters since.
1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Alecta Tjanstepension Omsesidigt's 13F filing for Q3 2026, filed 2 Nov 2026.