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Artemis Investment Management’s Morgan Stanley MS Stock Holding History

Artemis Investment Management’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 		$19.5M Buy
+93,180
New +$18.5M 0.17% 131
2021
Q4 		– Sell
-149,525
Closed -$14.5M – 299
2021
Q3 		$14.5M Sell
149,525
-132,620
-47% -$13.1M 0.12% 167
2021
Q2 		$25.9M Sell
282,145
-569,038
-67% -$48.8M 0.22% 130
2021
Q1 		$66.1M Buy
851,183
+125,970
+17% +$9.65M 0.63% 45
2020
Q4 		$49.8M Buy
+725,213
New +$41.6M 0.52% 58
2017
Q3 		– Sell
-180,515
Closed -$8.04M – 228
2017
Q2 		$8.04M Sell
180,515
-35,919
-17% -$1.55M 0.2% 125
2017
Q1 		$9.27M Buy
+216,434
New +$9.6M 0.25% 93
2016
Q4 		– Sell
-60,000
Closed -$1.92M – 241
2016
Q3 		$1.92M Sell
60,000
-290,000
-83% -$8.65M 0.05% 169
2016
Q2 		$9.1M Sell
350,000
-180,000
-34% -$4.71M 0.25% 118
2016
Q1 		$13.3M Buy
530,000
+230,000
+77% +$5.87M 0.33% 71
2015
Q4 		$9.54M Sell
300,000
-150,000
-33% -$4.98M 0.24% 105
2015
Q3 		$14.2M Buy
450,000
+130,000
+41% +$4.73M 0.42% 52
2015
Q2 		$12.4M Buy
+320,000
New +$12.2M 0.4% 55

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

Artemis Investment Management's MS Position: Q2 2026 in Review

Artemis Investment Management opened a new position in Morgan Stanley (MS) in Q2 2026: 93,180 shares worth $19.5M. The stake represents 0.17% of the portfolio and ranks #131 among its holdings. This is a return to the name: Artemis Investment Management previously reported a position in MS as recently as Q3 2021.

Artemis Investment Management first reported a position in MS in Q2 2015 and has held it in 13 quarters since. The position peaked at $66.1M in Q1 2021. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Artemis Investment Management held 93,180 shares of Morgan Stanley worth $19.5M as of Q2 2026.
  • Morgan Stanley was a new Artemis Investment Management position in Q2 2026.
  • Morgan Stanley made up 0.17% of Artemis Investment Management's portfolio in Q2 2026, its #131 holding.
  • Artemis Investment Management first reported a position in Morgan Stanley in Q2 2015 and has held it in 13 quarters since.
  • Artemis Investment Management's Morgan Stanley position peaked at $66.1M in Q1 2021.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Artemis Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.