California State Teachers Retirement System (CalSTRS)
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California State Teachers Retirement System (CalSTRS)’s Morgan Stanley MS Stock Holding History

California State Teachers Retirement System (CalSTRS)’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 		$295M Sell
1,790,507
-59,739
-3% -$10.3M 0.31% 50
2025
Q4 		$328M Sell
1,850,246
-6,435
-0.3% -$1.07M 0.33% 46
2025
Q3 		$295M Buy
1,856,681
+1,363
+0.1% +$201K 0.3% 48
2025
Q2 		$261M Sell
1,855,318
-6,583
-0.4% -$809K 0.29% 55
2025
Q1 		$217M Sell
1,861,901
-15,191
-0.8% -$1.96M 0.27% 68
2024
Q4 		$236M Sell
1,877,092
-93,621
-5% -$11.5M 0.28% 60
2024
Q3 		$205M Sell
1,970,713
-14,480
-0.7% -$1.46M 0.24% 71
2024
Q2 		$193M Buy
1,985,193
+906
+0% +$86.2K 0.24% 75
2024
Q1 		$187M Sell
1,984,287
-3,237
-0.2% -$285K 0.24% 80
2023
Q4 		$185M Buy
1,987,524
+9,260
+0.5% +$741K 0.26% 72
2023
Q3 		$162M Sell
1,978,264
-86,107
-4% -$7.48M 0.25% 78
2023
Q2 		$176M Sell
2,064,371
-74,749
-3% -$6.39M 0.25% 76
2023
Q1 		$188M Sell
2,139,120
-43,522
-2% -$4.06M 0.28% 70
2022
Q4 		$186M Sell
2,182,642
-5,677
-0.3% -$484K 0.29% 72
2022
Q3 		$173M Sell
2,188,319
-60,899
-3% -$5.13M 0.29% 66
2022
Q2 		$171M Sell
2,249,218
-38,086
-2% -$3.12M 0.27% 68
2022
Q1 		$200M Sell
2,287,304
-168,013
-7% -$16.2M 0.26% 74
2021
Q4 		$241M Sell
2,455,317
-17,607
-0.7% -$1.75M 0.28% 64
2021
Q3 		$241M Sell
2,472,924
-52,325
-2% -$5.18M 0.31% 57
2021
Q2 		$232M Sell
2,525,249
-105,695
-4% -$9.06M 0.29% 64
2021
Q1 		$204M Buy
2,630,944
+166,126
+7% +$12.7M 0.27% 67
2020
Q4 		$169M Buy
2,464,818
+575,569
+30% +$33M 0.24% 75
2020
Q3 		$91.3M Buy
1,889,249
+8,956
+0.5% +$451K 0.15% 128
2020
Q2 		$90.8M Sell
1,880,293
-113,606
-6% -$4.77M 0.16% 115
2020
Q1 		$67.8M Sell
1,993,899
-116,573
-6% -$5.49M 0.15% 136
2019
Q4 		$108M Buy
2,110,472
+104,762
+5% +$4.96M 0.18% 104
2019
Q3 		$85.6M Sell
2,005,710
-24,234
-1% -$1.04M 0.17% 115
2019
Q2 		$88.9M Buy
2,029,944
+6,247
+0.3% +$279K 0.18% 105
2019
Q1 		$85.4M Sell
2,023,697
-37,090
-2% -$1.56M 0.17% 106
2018
Q4 		$81.7M Sell
2,060,787
-42,990
-2% -$1.88M 0.19% 100
2018
Q3 		$98M Sell
2,103,777
-26,792
-1% -$1.31M 0.19% 99
2018
Q2 		$101M Sell
2,130,569
-51,014
-2% -$2.67M 0.21% 87
2018
Q1 		$118M Sell
2,181,583
-93,262
-4% -$5.16M 0.25% 77
2017
Q4 		$119M Sell
2,274,845
-46,161
-2% -$2.33M 0.25% 78
2017
Q3 		$112M Sell
2,321,006
-209,565
-8% -$9.72M 0.25% 83
2017
Q2 		$113M Sell
2,530,571
-403,041
-14% -$17.4M 0.24% 82
2017
Q1 		$126M Sell
2,933,612
-128,800
-4% -$5.72M 0.25% 77
2016
Q4 		$129M Sell
3,062,412
-78,500
-2% -$2.97M 0.26% 72
2016
Q3 		$101M Buy
3,140,912
+26,300
+0.8% +$785K 0.21% 90
2016
Q2 		$80.9M Sell
3,114,612
-234,178
-7% -$6.12M 0.17% 109
2016
Q1 		$83.8M Buy
3,348,790
+417,584
+14% +$10.7M 0.18% 110
2015
Q4 		$93.2M Buy
2,931,206
+46,402
+2% +$1.54M 0.23% 85
2015
Q3 		$90.9M Buy
2,884,804
+85,043
+3% +$3.1M 0.24% 80
2015
Q2 		$109M Sell
2,799,761
-100,897
-3% -$3.84M 0.26% 70
2015
Q1 		$104M Sell
2,900,658
-47,425
-2% -$1.7M 0.25% 80
2014
Q4 		$114M Buy
2,948,083
+27,510
+0.9% +$979K 0.27% 75
2014
Q3 		$101M Buy
2,920,573
+118,112
+4% +$3.94M 0.25% 77
2014
Q2 		$90.6M Buy
2,802,461
+32,500
+1% +$1M 0.23% 87
2014
Q1 		$86.3M Sell
2,769,961
-7,100
-0.3% -$219K 0.23% 84
2013
Q4 		$87.1M Buy
2,777,061
+39,000
+1% +$1.16M 0.24% 82
2013
Q3 		$73.8M Buy
2,738,061
+84,600
+3% +$2.27M 0.22% 87
2013
Q2 		$64.8M Buy
+2,653,461
New +$62.9M 0.21% 91

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

California State Teachers Retirement System (CalSTRS)'s MS Position: Q1 2026 in Review

California State Teachers Retirement System (CalSTRS) reduced its Morgan Stanley (MS) stake by 3.2% in Q1 2026, selling an estimated $10.3M and leaving 1,790,507 shares worth $295M. The position accounts for 0.31% of the portfolio, ranked #50.

California State Teachers Retirement System (CalSTRS) first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $328M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • California State Teachers Retirement System (CalSTRS) held 1,790,507 shares of Morgan Stanley worth $295M as of Q1 2026.
  • California State Teachers Retirement System (CalSTRS) sold 59,739 Morgan Stanley shares in Q1 2026, an estimated $10.3M.
  • Morgan Stanley made up 0.31% of California State Teachers Retirement System (CalSTRS)'s portfolio in Q1 2026, its #50 holding.
  • California State Teachers Retirement System (CalSTRS) first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • California State Teachers Retirement System (CalSTRS)'s Morgan Stanley position peaked at $328M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on California State Teachers Retirement System (CalSTRS)'s 13F filing for Q1 2026, filed 18 May 2026.