Artisan Partners
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Artisan Partners’s Morgan Stanley MS Stock Holding History

Artisan 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
Q2 		$10.1M Sell
48,437
-530,367
-92% -$105M 0.02% 306
2026
Q1 		$95.3M Sell
578,804
-15,627
-3% -$2.71M 0.15% 138
2025
Q4 		$106M Sell
594,431
-144,957
-20% -$24.2M 0.16% 146
2025
Q3 		$118M Buy
739,388
+18,914
+3% +$2.79M 0.17% 134
2025
Q2 		$101M Sell
720,474
-14,680
-2% -$1.8M 0.15% 143
2025
Q1 		$85.8M Sell
735,154
-153,085
-17% -$19.7M 0.14% 148
2024
Q4 		$112M Sell
888,239
-196,331
-18% -$24.2M 0.17% 136
2024
Q3 		$113M Sell
1,084,570
-42,606
-4% -$4.29M 0.17% 138
2024
Q2 		$110M Buy
1,127,176
+70,875
+7% +$6.75M 0.16% 139
2024
Q1 		$99.5M Sell
1,056,301
-3,075
-0.3% -$271K 0.14% 152
2023
Q4 		$98.8M Buy
1,059,376
+23,991
+2% +$1.92M 0.15% 146
2023
Q3 		$84.6M Buy
1,035,385
+2,319
+0.2% +$201K 0.14% 146
2023
Q2 		$88.2M Buy
1,033,066
+16,600
+2% +$1.42M 0.14% 153
2023
Q1 		$89.2M Buy
1,016,466
+13,734
+1% +$1.28M 0.15% 145
2022
Q4 		$85.3M Sell
1,002,732
-181,821
-15% -$15.5M 0.15% 145
2022
Q3 		$93.6M Buy
1,184,553
+279
+0% +$23.5K 0.16% 138
2022
Q2 		$90.1M Buy
1,184,274
+27,056
+2% +$2.22M 0.15% 150
2022
Q1 		$101M Buy
1,157,218
+27,639
+2% +$2.67M 0.13% 162
2021
Q4 		$111M Sell
1,129,579
-348,375
-24% -$34.7M 0.13% 160
2021
Q3 		$144M Sell
1,477,954
-14,860
-1% -$1.47M 0.18% 136
2021
Q2 		$137M Sell
1,492,814
-159,774
-10% -$13.7M 0.16% 143
2021
Q1 		$128M Sell
1,652,588
-305,613
-16% -$23.4M 0.16% 148
2020
Q4 		$134M Buy
+1,958,201
New +$112M 0.16% 145

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

Artisan Partners's MS Position: Q2 2026 in Review

Artisan Partners reduced its Morgan Stanley (MS) stake by 92% in Q2 2026, selling an estimated $105M and leaving 48,437 shares worth $10.1M. The position accounts for 0.02% of the portfolio, ranked #306.

Artisan Partners first reported a position in MS in Q4 2020 and has held it in 23 quarters since. The position peaked at $144M in Q3 2021. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Artisan Partners held 48,437 shares of Morgan Stanley worth $10.1M as of Q2 2026.
  • Artisan Partners sold 530,367 Morgan Stanley shares in Q2 2026, an estimated $105M.
  • Morgan Stanley made up 0.02% of Artisan Partners's portfolio in Q2 2026, its #306 holding.
  • Artisan Partners first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • Artisan Partners's Morgan Stanley position peaked at $144M in Q3 2021.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Artisan Partners's 13F filing for Q2 2026, filed 13 Aug 2026.