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Deseret Mutual Benefit Administrators’s Morgan Stanley MS Stock Holding History

Deseret Mutual Benefit Administrators’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 		$535K Sell
2,557
-464
-15% -$91.9K 0.17% 100
2026
Q1 		$497K Buy
3,021
+1,328
+78% +$230K 0.17% 104
2025
Q4 		$301K Sell
1,693
-65
-4% -$10.8K 0.13% 108
2025
Q3 		$279K Sell
1,758
-246
-12% -$36.3K 0.12% 111
2025
Q2 		$282K Hold
2,004
– – 0.13% 101
2025
Q1 		$234K Sell
2,004
-168
-8% -$21.6K 0.12% 113
2024
Q4 		$273K Sell
2,172
-159
-7% -$19.6K 0.13% 98
2024
Q3 		$243K Buy
2,331
+76
+3% +$7.65K 0.12% 112
2024
Q2 		$219K Buy
2,255
+53
+2% +$5.04K 0.1% 119
2024
Q1 		$207K Buy
2,202
+175
+9% +$15.4K 0.1% 126
2023
Q4 		$189K Sell
2,027
-369
-15% -$29.5K 0.11% 114
2023
Q3 		$196K Sell
2,396
-172
-7% -$14.9K 0.1% 130
2023
Q2 		$219K Buy
2,568
+98
+4% +$8.38K 0.09% 131
2023
Q1 		$217K Buy
2,470
+39
+2% +$3.64K 0.09% 129
2022
Q4 		$207K Sell
2,431
-2,044
-46% -$174K 0.08% 133
2022
Q3 		$354K Sell
4,475
-874
-16% -$73.7K 0.1% 129
2022
Q2 		$407K Hold
5,349
– – 0.09% 140
2022
Q1 		$468K Sell
5,349
-1,241
-19% -$120K 0.09% 139
2021
Q4 		$647K Sell
6,590
-198
-3% -$19.7K 0.11% 123
2021
Q3 		$661K Sell
6,788
-2,630
-28% -$261K 0.12% 114
2021
Q2 		$864K Buy
+9,418
New +$808K 0.21% 48

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

Deseret Mutual Benefit Administrators's MS Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Morgan Stanley (MS) stake by 15% in Q2 2026, selling an estimated $91.9K and leaving 2,557 shares worth $535K. The position accounts for 0.17% of the portfolio, ranked #100.

Deseret Mutual Benefit Administrators first reported a position in MS in Q2 2021 and has held it in 21 quarters since. The position peaked at $864K in Q2 2021. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Deseret Mutual Benefit Administrators held 2,557 shares of Morgan Stanley worth $535K as of Q2 2026.
  • Deseret Mutual Benefit Administrators sold 464 Morgan Stanley shares in Q2 2026, an estimated $91.9K.
  • Morgan Stanley made up 0.17% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #100 holding.
  • Deseret Mutual Benefit Administrators first reported a position in Morgan Stanley in Q2 2021 and has held it in 21 quarters since.
  • Deseret Mutual Benefit Administrators's Morgan Stanley position peaked at $864K in Q2 2021.
  • 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.