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Allianz’s Morgan Stanley MS Stock Holding History

Allianz’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 		$18.9M Buy
90,307
+1,400
+2% +$277K 0.2% 58
2026
Q1 		$14.6M Hold
88,907
– – 0.16% 67
2025
Q4 		$15.8M Hold
88,907
– – 0.2% 62
2025
Q3 		$14.1M Buy
88,907
+3,340
+4% +$493K 0.3% 60
2025
Q2 		$12.1M Sell
85,567
-2,430
-3% -$298K 0.28% 66
2025
Q1 		$10.3M Hold
87,997
– – 0.27% 77
2024
Q4 		$11.1M Buy
87,997
+2,620
+3% +$323K 0.29% 67
2024
Q3 		$8.9M Buy
85,377
+10,971
+15% +$1.1M 0.24% 90
2024
Q2 		$7.23M Sell
74,406
-953
-1% -$90.7K 0.21% 107
2024
Q1 		$7.1M Buy
+75,359
New +$6.64M 0.22% 108

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

Allianz's MS Position: Q2 2026 in Review

Allianz increased its Morgan Stanley (MS) stake by 1.6% in Q2 2026, buying an estimated $277K and bringing the position to 90,307 shares worth $18.9M. The position accounts for 0.2% of the portfolio, ranked #58.

Allianz first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Allianz held 90,307 shares of Morgan Stanley worth $18.9M as of Q2 2026.
  • Allianz bought 1,400 Morgan Stanley shares in Q2 2026, an estimated $277K.
  • Morgan Stanley made up 0.2% of Allianz's portfolio in Q2 2026, its #58 holding.
  • Allianz first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Allianz's 13F filing for Q2 2026, filed 10 Aug 2026.