Ameriprise
MS icon

Ameriprise’s Morgan Stanley MS Stock Holding History

Ameriprise’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 		$2.29B Sell
13,916,490
-265,171
-2% -$45.9M 0.53% 23
2025
Q4 		$2.52B Sell
14,181,661
-78,989
-0.6% -$13.2M 0.57% 23
2025
Q3 		$2.27B Buy
14,260,650
+822,120
+6% +$121M 0.52% 25
2025
Q2 		$1.89B Buy
13,438,530
+374,711
+3% +$46M 0.47% 28
2025
Q1 		$1.52B Buy
13,063,819
+219,729
+2% +$28.3M 0.41% 40
2024
Q4 		$1.62B Sell
12,844,090
-267,728
-2% -$33M 0.41% 39
2024
Q3 		$1.37B Buy
13,111,818
+96,487
+0.7% +$9.72M 0.35% 54
2024
Q2 		$1.27B Sell
13,015,331
-281,368
-2% -$26.8M 0.34% 50
2024
Q1 		$1.25B Sell
13,296,699
-2,039,253
-13% -$180M 0.34% 51
2023
Q4 		$1.43B Sell
15,335,952
-1,658,594
-10% -$133M 0.43% 41
2023
Q3 		$1.39B Sell
16,994,546
-916,833
-5% -$79.6M 0.46% 39
2023
Q2 		$1.53B Buy
17,911,379
+1,561,282
+10% +$134M 0.48% 35
2023
Q1 		$1.44B Buy
16,350,097
+1,262,338
+8% +$118M 0.47% 36
2022
Q4 		$1.28B Sell
15,087,759
-177,783
-1% -$15.2M 0.44% 40
2022
Q3 		$1.21B Sell
15,265,542
-1,730,741
-10% -$146M 0.45% 39
2022
Q2 		$1.29B Sell
16,996,283
-1,302,322
-7% -$107M 0.45% 39
2022
Q1 		$1.59B Sell
18,298,605
-5,459,544
-23% -$527M 0.47% 34
2021
Q4 		$2.32B Buy
23,758,149
+7,416,538
+45% +$739M 0.64% 21
2021
Q3 		$1.59B Sell
16,341,611
-1,125,178
-6% -$111M 0.51% 30
2021
Q2 		$1.6B Sell
17,466,789
-330,782
-2% -$28.4M 0.5% 32
2021
Q1 		$1.38B Sell
17,797,571
-1,779,668
-9% -$136M 0.46% 36
2020
Q4 		$1.34B Buy
19,577,239
+5,961,353
+44% +$342M 0.48% 35
2020
Q3 		$658M Sell
13,615,886
-217,096
-2% -$10.9M 0.27% 75
2020
Q2 		$668M Buy
13,832,982
+1,669,701
+14% +$70.1M 0.29% 71
2020
Q1 		$413M Sell
12,163,281
-2,847,027
-19% -$134M 0.22% 97
2019
Q4 		$767M Buy
15,010,308
+685,733
+5% +$32.5M 0.32% 58
2019
Q3 		$611M Buy
14,324,575
+1,310,027
+10% +$56M 0.27% 74
2019
Q2 		$570M Buy
13,014,548
+409,482
+3% +$18.3M 0.26% 80
2019
Q1 		$532M Sell
12,605,066
-1,429,210
-10% -$60.1M 0.24% 75
2018
Q4 		$557M Buy
14,034,276
+2,168,494
+18% +$94.6M 0.28% 73
2018
Q3 		$570M Sell
11,865,782
-2,660,979
-18% -$130M 0.2% 105
2018
Q2 		$689M Sell
14,526,761
-3,587,892
-20% -$187M 0.3% 63
2018
Q1 		$977M Sell
18,114,653
-140,490
-0.8% -$7.78M 0.44% 40
2017
Q4 		$958M Sell
18,255,143
-1,136,788
-6% -$57.5M 0.44% 41
2017
Q3 		$934M Sell
19,391,931
-1,581,503
-8% -$73.4M 0.44% 34
2017
Q2 		$935M Buy
20,973,434
+654,034
+3% +$28.2M 0.47% 34
2017
Q1 		$871M Sell
20,319,400
-3,460,007
-15% -$154M 0.45% 38
2016
Q4 		$1B Buy
23,779,407
+1,559,458
+7% +$59M 0.55% 33
2016
Q3 		$712M Buy
22,219,949
+1,254,736
+6% +$37.4M 0.4% 47
2016
Q2 		$545M Buy
20,965,213
+15,064,236
+255% +$394M 0.32% 66
2016
Q1 		$148M Sell
5,900,977
-130,124
-2% -$3.32M 0.09% 229
2015
Q4 		$192M Sell
6,031,101
-298,940
-5% -$9.93M 0.11% 186
2015
Q3 		$200M Sell
6,330,041
-416,724
-6% -$15.2M 0.12% 164
2015
Q2 		$262M Sell
6,746,765
-660,489
-9% -$25.1M 0.15% 145
2015
Q1 		$264M Sell
7,407,254
-326,592
-4% -$11.7M 0.15% 141
2014
Q4 		$300M Buy
7,733,846
+93,238
+1% +$3.32M 0.17% 137
2014
Q3 		$264M Sell
7,640,608
-162,276
-2% -$5.41M 0.16% 151
2014
Q2 		$252M Sell
7,802,884
-873,274
-10% -$26.9M 0.15% 158
2014
Q1 		$270M Sell
8,676,158
-1,370,228
-14% -$42.3M 0.16% 151
2013
Q4 		$315M Sell
10,046,386
-1,674,699
-14% -$49.8M 0.19% 129
2013
Q3 		$316M Sell
11,721,085
-122,116
-1% -$3.28M 0.21% 114
2013
Q2 		$289M Buy
+11,843,201
New +$281M 0.2% 112

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

Ameriprise's MS Position: Q1 2026 in Review

Ameriprise reduced its Morgan Stanley (MS) stake by 1.9% in Q1 2026, selling an estimated $45.9M and leaving 13,916,490 shares worth $2.29B. The position accounts for 0.53% of the portfolio, ranked #23.

Ameriprise first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.52B in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Ameriprise held 13,916,490 shares of Morgan Stanley worth $2.29B as of Q1 2026.
  • Ameriprise sold 265,171 Morgan Stanley shares in Q1 2026, an estimated $45.9M.
  • Morgan Stanley made up 0.53% of Ameriprise's portfolio in Q1 2026, its #23 holding.
  • Ameriprise first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's Morgan Stanley position peaked at $2.52B in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.