Clal Insurance’s Morgan Stanley MS Stock Holding History

Clal Insurance’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	$627K	Buy	+3,000	New	+$594K	﹤0.01%	122
2022 Q1	–	Sell	-709,000	Closed	-$69.6M	–	209
2021 Q4	$69.6M	Sell	709,000 -2,500	-0.4%	-$249K	0.75%	43
2021 Q3	$69.2M	Buy	711,500 +2,500	+0.4%	+$248K	0.79%	46
2021 Q2	$65M	Sell	709,000 -3,500	-0.5%	-$300K	0.74%	53
2021 Q1	$55.3M	Buy	712,500 +132,500	+23%	+$10.2M	0.64%	61
2020 Q4	$37.1M	Buy	580,000 +570,000	+5,700%	+$32.7M	0.5%	66
2020 Q3	$483K	Hold	10,000	–	–	0.01%	122
2020 Q2	$483K	Buy	+10,000	New	+$420K	0.01%	118

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clal Insurance's MS Position: Q2 2026 in Review

Clal Insurance opened a new position in Morgan Stanley (MS) in Q2 2026: 3,000 shares worth $627K. The stake represents ﹤0.01% of the portfolio and ranks #122 among its holdings. This is a return to the name: Clal Insurance previously reported a position in MS as recently as Q4 2021.

Clal Insurance first reported a position in MS in Q2 2020 and has held it in 8 quarters since. The position peaked at $69.6M in Q4 2021. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Clal Insurance held 3,000 shares of Morgan Stanley worth $627K as of Q2 2026.
Morgan Stanley was a new Clal Insurance position in Q2 2026.
Morgan Stanley made up ﹤0.01% of Clal Insurance's portfolio in Q2 2026, its #122 holding.
Clal Insurance first reported a position in Morgan Stanley in Q2 2020 and has held it in 8 quarters since.
Clal Insurance's Morgan Stanley position peaked at $69.6M in Q4 2021.
2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Clal Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.