AI
MS icon

Axiom Investors’s Morgan Stanley MS Stock Holding History

Axiom Investors’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 		$583M Sell
2,787,121
-327,725
-11% -$64.9M 5.04% 6
2026
Q1 		$513M Sell
3,114,846
-485,213
-13% -$84M 5.7% 5
2025
Q4 		$639M Sell
3,600,059
-203,905
-5% -$34M 5.61% 7
2025
Q3 		$605M Buy
3,803,964
+544,719
+17% +$80.4M 4.45% 7
2025
Q2 		$459M Buy
3,259,245
+147,266
+5% +$18.1M 3.77% 8
2025
Q1 		$363M Buy
3,111,979
+1,555,015
+100% +$200M 3.48% 8
2024
Q4 		$196M Buy
+1,556,964
New +$192M 1.44% 18
2018
Q4 		– Sell
-47,630
Closed -$2.22M – 137
2018
Q3 		$2.22M Sell
47,630
-2,800
-6% -$137K 0.06% 110
2018
Q2 		$2.39M Buy
50,430
+1,500
+3% +$78.4K 0.07% 120
2018
Q1 		$2.64M Buy
+48,930
New +$2.71M 0.06% 114
2016
Q2 		– Sell
-834,148
Closed -$20.9M – 149
2016
Q1 		$20.9M Sell
834,148
-229,350
-22% -$5.85M 0.65% 45
2015
Q4 		$33.8M Sell
1,063,498
-74,120
-7% -$2.46M 1.09% 37
2015
Q3 		$35.8M Buy
1,137,618
+39,758
+4% +$1.45M 1.13% 39
2015
Q2 		$42.6M Sell
1,097,860
-11,971
-1% -$456K 1.22% 33
2015
Q1 		$39.6M Sell
1,109,831
-169,557
-13% -$6.08M 1.07% 40
2014
Q4 		$49.6M Buy
1,279,388
+103,088
+9% +$3.67M 1.23% 35
2014
Q3 		$40.7M Sell
1,176,300
-228,000
-16% -$7.6M 1.01% 44
2014
Q2 		$45.4M Sell
1,404,300
-242,900
-15% -$7.49M 1.07% 38
2014
Q1 		$51.3M Buy
1,647,200
+62,500
+4% +$1.93M 1.22% 32
2013
Q4 		$49.7M Sell
1,584,700
-56,900
-3% -$1.69M 1.33% 27
2013
Q3 		$44.2M Sell
1,641,600
-572,500
-26% -$15.4M 1.41% 28
2013
Q2 		$54.1M Buy
+2,214,100
New +$52.5M 1.96% 11

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

Axiom Investors's MS Position: Q2 2026 in Review

Axiom Investors reduced its Morgan Stanley (MS) stake by 11% in Q2 2026, selling an estimated $64.9M and leaving 2,787,121 shares worth $583M. The position accounts for 5.04% of the portfolio, ranked #6.

Axiom Investors first reported a position in MS in Q2 2013 and has held it in 22 quarters since. The position peaked at $639M in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Axiom Investors held 2,787,121 shares of Morgan Stanley worth $583M as of Q2 2026.
  • Axiom Investors sold 327,725 Morgan Stanley shares in Q2 2026, an estimated $64.9M.
  • Morgan Stanley made up 5.04% of Axiom Investors's portfolio in Q2 2026, its #6 holding.
  • Axiom Investors first reported a position in Morgan Stanley in Q2 2013 and has held it in 22 quarters since.
  • Axiom Investors's Morgan Stanley position peaked at $639M in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Axiom Investors's 13F filing for Q2 2026, filed 12 Aug 2026.