Calamos Advisors
MS icon

Calamos Advisors’s Morgan Stanley MS Stock Holding History

Calamos Advisors’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
2024
Q2 		– Sell
-103,500
Closed -$9.65M – 983
2024
Q1 		$9.65M Buy
+103,500
New +$9.11M 0.05% 411
2018
Q3 		– Sell
-235,000
Closed -$11.1M – 712
2018
Q2 		$11.1M Buy
+235,000
New +$12.3M 0.07% 299
2017
Q3 		– Sell
-130,000
Closed -$5.79M – 640
2017
Q2 		$5.79M Buy
+130,000
New +$5.61M 0.04% 355

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

Calamos Advisors's MS Position: Q2 2026 in Review

Calamos Advisors reduced its Morgan Stanley (MS) stake by 17% in Q2 2026, selling an estimated $18.5M and leaving 442,354 shares worth $92.5M. The position accounts for 0.31% of the portfolio, ranked #65.

Calamos Advisors first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Calamos Advisors held 442,354 shares of Morgan Stanley worth $92.5M as of Q2 2026.
  • Calamos Advisors sold 93,360 Morgan Stanley shares in Q2 2026, an estimated $18.5M.
  • Morgan Stanley made up 0.31% of Calamos Advisors's portfolio in Q2 2026, its #65 holding.
  • Calamos Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.