Capital Research Global Investors
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Capital Research Global Investors’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.73B Sell
19,384,370
-578,058
-3% -$81.4M 0.55% 39
2025
Q1
$2.33B Sell
19,962,428
-1,832,445
-8% -$214M 0.51% 48
2024
Q4
$2.74B Buy
21,794,873
+6,744,333
+45% +$848M 0.56% 43
2024
Q3
$1.57B Buy
15,050,540
+6,394,808
+74% +$667M 0.33% 70
2024
Q2
$841M Sell
8,655,732
-1,662,265
-16% -$162M 0.18% 104
2024
Q1
$972M Sell
10,317,997
-6,821,626
-40% -$642M 0.22% 96
2023
Q4
$1.6B Sell
17,139,623
-6,349,128
-27% -$592M 0.39% 70
2023
Q3
$1.92B Sell
23,488,751
-4,584,264
-16% -$374M 0.53% 56
2023
Q2
$2.4B Buy
28,073,015
+1,908,648
+7% +$163M 0.64% 39
2023
Q1
$2.3B Buy
26,164,367
+4,767,216
+22% +$419M 0.66% 40
2022
Q4
$1.82B Sell
21,397,151
-7,059,720
-25% -$600M 0.55% 51
2022
Q3
$2.25B Buy
28,456,871
+1,220,461
+4% +$96.4M 0.74% 36
2022
Q2
$2.07B Buy
27,236,410
+597,886
+2% +$45.5M 0.65% 41
2022
Q1
$2.33B Buy
26,638,524
+13,367,310
+101% +$1.17B 0.57% 46
2021
Q4
$1.3B Buy
13,271,214
+3,718,415
+39% +$365M 0.29% 86
2021
Q3
$930M Buy
9,552,799
+8,786,406
+1,146% +$855M 0.22% 108
2021
Q2
$70.3M Sell
766,393
-346
-0% -$31.7K 0.02% 341
2021
Q1
$59.5M Buy
+766,739
New +$59.5M 0.01% 351