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Arizona State Retirement System’s Morgan Stanley MS Stock Holding History

Arizona State Retirement System’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 		$53.5M Sell
325,286
-10,946
-3% -$1.9M 0.31% 50
2025
Q4 		$59.7M Sell
336,232
-13,772
-4% -$2.3M 0.32% 46
2025
Q3 		$55.6M Sell
350,004
-3,626
-1% -$535K 0.3% 48
2025
Q2 		$49.8M Buy
353,630
+11,364
+3% +$1.4M 0.29% 56
2025
Q1 		$39.9M Sell
342,266
-9,126
-3% -$1.18M 0.25% 72
2024
Q4 		$44.2M Buy
351,392
+1,913
+0.5% +$236K 0.27% 58
2024
Q3 		$36.4M Sell
349,479
-6,076
-2% -$612K 0.23% 71
2024
Q2 		$34.6M Buy
355,555
+2,304
+0.7% +$219K 0.23% 77
2024
Q1 		$33.3M Buy
353,251
+3,619
+1% +$319K 0.23% 78
2023
Q4 		$32.6M Sell
349,632
-4,915
-1% -$393K 0.25% 73
2023
Q3 		$29M Sell
354,547
-3,982
-1% -$346K 0.25% 76
2023
Q2 		$30.6M Buy
358,529
+12,424
+4% +$1.06M 0.25% 75
2023
Q1 		$30.4M Sell
346,105
-4,735
-1% -$442K 0.27% 69
2022
Q4 		$29.8M Sell
350,840
-5,785
-2% -$493K 0.29% 68
2022
Q3 		$28.2M Sell
356,625
-9,894
-3% -$834K 0.29% 65
2022
Q2 		$27.9M Sell
366,519
-2,770
-0.8% -$227K 0.27% 67
2022
Q1 		$32.3M Sell
369,289
-5,495
-1% -$530K 0.26% 72
2021
Q4 		$36.8M Sell
374,784
-14,352
-4% -$1.43M 0.28% 64
2021
Q3 		$37.9M Sell
389,136
-6,347
-2% -$629K 0.31% 57
2021
Q2 		$36.3M Sell
395,483
-975
-0.2% -$83.6K 0.29% 68
2021
Q1 		$30.8M Sell
396,458
-6,148
-2% -$471K 0.27% 70
2020
Q4 		$27.6M Buy
402,606
+43,213
+12% +$2.48M 0.25% 72
2020
Q3 		$17.4M Buy
359,393
+77,633
+28% +$3.91M 0.17% 111
2020
Q2 		$13.6M Buy
281,760
+63,492
+29% +$2.67M 0.19% 102
2020
Q1 		$7.42M Sell
218,268
-50,778
-19% -$2.39M 0.13% 202
2019
Q4 		$13.8M Sell
269,046
-4,218
-2% -$200K 0.17% 129
2019
Q3 		$11.7M Sell
273,264
-7,692
-3% -$329K 0.14% 146
2019
Q2 		$12.3M Buy
280,956
+4,104
+1% +$183K 0.14% 127
2019
Q1 		$11.7M Sell
276,852
-17,932
-6% -$755K 0.14% 140
2018
Q4 		$11.7M Sell
294,784
-98,832
-25% -$4.31M 0.15% 123
2018
Q3 		$18.3M Sell
393,616
-2,019
-0.5% -$98.6K 0.17% 106
2018
Q2 		$18.8M Buy
395,635
+8,629
+2% +$451K 0.19% 93
2018
Q1 		$20.9M Sell
387,006
-13,400
-3% -$742K 0.21% 81
2017
Q4 		$21M Buy
400,406
+7,130
+2% +$361K 0.2% 81
2017
Q3 		$18.9M Buy
393,276
+40,062
+11% +$1.86M 0.23% 85
2017
Q2 		$15.7M Sell
353,214
-2,500
-0.7% -$108K 0.22% 92
2017
Q1 		$15.2M Sell
355,714
-800
-0.2% -$35.5K 0.21% 93
2016
Q4 		$15.1M Sell
356,514
-6,000
-2% -$227K 0.22% 95
2016
Q3 		$11.6M Sell
362,514
-8,100
-2% -$242K 0.18% 117
2016
Q2 		$9.63M Sell
370,614
-43,600
-11% -$1.14M 0.14% 149
2016
Q1 		$10.4M Sell
414,214
-800
-0.2% -$20.4K 0.13% 149
2015
Q4 		$13.2M Sell
415,014
-1,900
-0.5% -$63.1K 0.18% 111
2015
Q3 		$13.1M Buy
+416,914
New +$15.2M 0.18% 111
2014
Q4 		$16.6M Buy
427,314
+1,100
+0.3% +$39.1K 0.2% 105
2014
Q3 		$14.7M Buy
426,214
+39,800
+10% +$1.33M 0.18% 111
2014
Q2 		$12.5M Sell
386,414
-1,600
-0.4% -$49.3K 0.15% 131
2014
Q1 		$12.1M Sell
388,014
-8,100
-2% -$250K 0.15% 132
2013
Q4 		$12.4M Sell
396,114
-12,400
-3% -$369K 0.15% 130
2013
Q3 		$11M Buy
408,514
+7,300
+2% +$196K 0.14% 136
2013
Q2 		$9.8M Buy
+401,214
New +$9.52M 0.13% 143

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

Arizona State Retirement System's MS Position: Q1 2026 in Review

Arizona State Retirement System reduced its Morgan Stanley (MS) stake by 3.3% in Q1 2026, selling an estimated $1.9M and leaving 325,286 shares worth $53.5M. The position accounts for 0.31% of the portfolio, ranked #50.

Arizona State Retirement System first reported a position in MS in Q2 2013 and has held it in 50 quarters since. The position peaked at $59.7M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Arizona State Retirement System held 325,286 shares of Morgan Stanley worth $53.5M as of Q1 2026.
  • Arizona State Retirement System sold 10,946 Morgan Stanley shares in Q1 2026, an estimated $1.9M.
  • Morgan Stanley made up 0.31% of Arizona State Retirement System's portfolio in Q1 2026, its #50 holding.
  • Arizona State Retirement System first reported a position in Morgan Stanley in Q2 2013 and has held it in 50 quarters since.
  • Arizona State Retirement System's Morgan Stanley position peaked at $59.7M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Arizona State Retirement System's 13F filing for Q1 2026, filed 1 May 2026.