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AMF Tjänstepension’s Morgan Stanley MS Stock Holding History

AMF Tjänstepension’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 		$57.4M Sell
348,619
-800
-0.2% -$139K 0.38% 57
2025
Q4 		$62M Sell
349,419
-59,652
-15% -$9.95M 0.38% 56
2025
Q3 		$65M Hold
409,071
– – 0.41% 48
2025
Q2 		$57.6M Buy
409,071
+196,836
+93% +$24.2M 0.38% 51
2025
Q1 		$24.8M Hold
212,235
– – 0.18% 85
2024
Q4 		$26.7M Sell
212,235
-44,125
-17% -$5.43M 0.19% 67
2024
Q3 		$26.8M Buy
256,360
+25,179
+11% +$2.54M 0.19% 68
2024
Q2 		$22.5M Sell
231,181
-454,928
-66% -$43.3M 0.17% 73
2024
Q1 		$64.6M Sell
686,109
-36,639
-5% -$3.23M 0.49% 45
2023
Q4 		$67.4M Buy
722,748
+321,273
+80% +$25.7M 0.58% 33
2023
Q3 		$32.8M Sell
401,475
-337,634
-46% -$29.3M 0.32% 59
2023
Q2 		$63.2M Sell
739,109
-40,270
-5% -$3.44M 0.58% 39
2023
Q1 		$68.5M Sell
779,379
-40,729
-5% -$3.8M 0.7% 37
2022
Q4 		$69.9M Sell
820,108
-1,174,800
-59% -$100M 0.8% 33
2022
Q3 		$158M Sell
1,994,908
-436,909
-18% -$36.8M 1.87% 15
2022
Q2 		$185M Buy
2,431,817
+405,096
+20% +$33.2M 1.82% 14
2022
Q1 		$177M Sell
2,026,721
-397,858
-16% -$38.4M 1.31% 16
2021
Q4 		$238M Buy
2,424,579
+1,713
+0.1% +$171K 1.63% 11
2021
Q3 		$236M Buy
2,422,866
+268,302
+12% +$26.6M 1.71% 10
2021
Q2 		$198M Buy
+2,154,564
New +$185M 1.36% 15
2015
Q4 		– Sell
-20,300
Closed -$639K – 220
2015
Q3 		$639K Hold
20,300
– – 0.01% 203
2015
Q2 		$787K Sell
20,300
-35,000
-63% -$1.33M 0.01% 198
2015
Q1 		$1.97M Sell
55,300
-99,800
-64% -$3.58M 0.02% 189
2014
Q4 		$6.02M Buy
+155,100
New +$5.52M 0.08% 163

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

AMF Tjänstepension's MS Position: Q1 2026 in Review

AMF Tjänstepension reduced its Morgan Stanley (MS) stake by 0.23% in Q1 2026, selling an estimated $139K and leaving 348,619 shares worth $57.4M. The position accounts for 0.38% of the portfolio, ranked #57.

AMF Tjänstepension first reported a position in MS in Q4 2014 and has held it in 24 quarters since. The position peaked at $238M in Q4 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • AMF Tjänstepension held 348,619 shares of Morgan Stanley worth $57.4M as of Q1 2026.
  • AMF Tjänstepension sold 800 Morgan Stanley shares in Q1 2026, an estimated $139K.
  • Morgan Stanley made up 0.38% of AMF Tjänstepension's portfolio in Q1 2026, its #57 holding.
  • AMF Tjänstepension first reported a position in Morgan Stanley in Q4 2014 and has held it in 24 quarters since.
  • AMF Tjänstepension's Morgan Stanley position peaked at $238M in Q4 2021.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on AMF Tjänstepension's 13F filing for Q1 2026, filed 4 May 2026.