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Ameritas Investment Partners’s Morgan Stanley MS Stock Holding History

Ameritas Investment Partners’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 		$6.93M Sell
42,133
-1,421
-3% -$246K 0.21% 73
2025
Q4 		$7.73M Sell
43,554
-3,715
-8% -$620K 0.24% 64
2025
Q3 		$7.51M Sell
47,269
-2,467
-5% -$364K 0.23% 60
2025
Q2 		$7M Buy
49,736
+446
+0.9% +$54.8K 0.22% 62
2025
Q1 		$5.75M Buy
49,290
+4,254
+9% +$548K 0.2% 74
2024
Q4 		$5.66M Sell
45,036
-1,363
-3% -$168K 0.18% 78
2024
Q3 		$4.84M Sell
46,399
-3,226
-7% -$325K 0.16% 99
2024
Q2 		$4.82M Buy
49,625
+9
+0% +$857 0.17% 95
2024
Q1 		$4.67M Buy
49,616
+3,458
+7% +$305K 0.16% 103
2023
Q4 		$4.3M Sell
46,158
-1,532
-3% -$123K 0.16% 96
2023
Q3 		$3.89M Sell
47,690
-4,263
-8% -$370K 0.16% 106
2023
Q2 		$4.44M Sell
51,953
-13,407
-21% -$1.15M 0.17% 95
2023
Q1 		$5.74M Sell
65,360
-115
-0.2% -$10.7K 0.23% 64
2022
Q4 		$5.76M Sell
65,475
-1,243
-2% -$106K 0.23% 64
2022
Q3 		$5.27M Buy
66,718
+255
+0.4% +$21.5K 0.24% 64
2022
Q2 		$5.05M Hold
66,463
– – 0.22% 68
2022
Q1 		$5.81M Sell
66,463
-84
-0.1% -$8.1K 0.21% 69
2021
Q4 		$6.53M Buy
66,547
+3,135
+5% +$312K 0.22% 63
2021
Q3 		$6.17M Buy
63,412
+547
+0.9% +$54.2K 0.23% 63
2021
Q2 		$5.76M Sell
62,865
-485
-0.8% -$41.6K 0.21% 68
2021
Q1 		$4.55M Buy
63,350
+63
+0.1% +$4.83K 0.17% 85
2020
Q4 		$4.34M Buy
63,287
+1,366
+2% +$78.4K 0.2% 81
2020
Q3 		$2.99M Buy
61,921
+24,537
+66% +$1.24M 0.14% 139
2020
Q2 		$1.8M Buy
37,384
+94
+0.3% +$3.95K 0.09% 234
2020
Q1 		$1.27M Sell
37,290
-1,335
-3% -$62.9K 0.07% 298
2019
Q4 		$1.97M Sell
38,625
-1,833
-5% -$86.8K 0.09% 251
2019
Q3 		$1.73M Sell
40,458
-1,948
-5% -$83.3K 0.08% 281
2019
Q2 		$1.86M Buy
42,406
+505
+1% +$22.5K 0.08% 258
2019
Q1 		$1.77M Hold
41,901
– – 0.08% 269
2018
Q4 		$1.66M Sell
41,901
-36,353
-46% -$1.59M 0.09% 255
2018
Q3 		$3.64M Buy
78,254
+31,824
+69% +$1.55M 0.17% 107
2018
Q2 		$2.2M Sell
46,430
-3,257
-7% -$170K 0.11% 214
2018
Q1 		$2.68M Sell
49,687
-6,647
-12% -$368K 0.13% 166
2017
Q4 		$2.96M Sell
56,334
-6,890
-11% -$348K 0.13% 157
2017
Q3 		$2.96M Hold
63,224
– – 0.14% 143
2017
Q2 		$2.82M Sell
63,224
-931
-1% -$40.1K 0.14% 145
2017
Q1 		$2.75M Sell
64,155
-4,515
-7% -$200K 0.14% 147
2016
Q4 		$2.9M Buy
68,670
+33,476
+95% +$1.27M 0.15% 143
2016
Q3 		$1.13M Buy
35,194
+5,325
+18% +$159K 0.06% 424
2016
Q2 		$776K Buy
29,869
+996
+3% +$26K 0.05% 403
2016
Q1 		$722K Buy
28,873
+587
+2% +$15K 0.05% 410
2015
Q4 		$900K Sell
28,286
-81,475
-74% -$2.71M 0.06% 327
2015
Q3 		$3.46M Hold
109,761
– – 0.25% 74
2015
Q2 		$4.26M Hold
109,761
– – 0.28% 59
2015
Q1 		$3.92M Buy
109,761
+389
+0.4% +$14K 0.26% 65
2014
Q4 		$4.24M Hold
109,372
– – 0.29% 60
2014
Q3 		$3.78M Buy
109,372
+1,013
+0.9% +$33.8K 0.27% 65
2014
Q2 		$3.5M Sell
108,359
-377
-0.3% -$11.6K 0.25% 76
2014
Q1 		$3.39M Sell
108,736
-1,346
-1% -$41.6K 0.27% 77
2013
Q4 		$3.45M Buy
110,082
+47,450
+76% +$1.41M 0.27% 66
2013
Q3 		$1.69M Buy
62,632
+29,432
+89% +$790K 0.16% 173
2013
Q2 		$811K Buy
+33,200
New +$787K 0.22% 181

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

Ameritas Investment Partners's MS Position: Q1 2026 in Review

Ameritas Investment Partners reduced its Morgan Stanley (MS) stake by 3.3% in Q1 2026, selling an estimated $246K and leaving 42,133 shares worth $6.93M. The position accounts for 0.21% of the portfolio, ranked #73.

Ameritas Investment Partners first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.73M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Ameritas Investment Partners held 42,133 shares of Morgan Stanley worth $6.93M as of Q1 2026.
  • Ameritas Investment Partners sold 1,421 Morgan Stanley shares in Q1 2026, an estimated $246K.
  • Morgan Stanley made up 0.21% of Ameritas Investment Partners's portfolio in Q1 2026, its #73 holding.
  • Ameritas Investment Partners first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Ameritas Investment Partners's Morgan Stanley position peaked at $7.73M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.