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Elo Mutual Pension Insurance’s Morgan Stanley MS Stock Holding History

Elo Mutual Pension 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
Q1 		$17.7M Sell
107,422
-9,511
-8% -$1.65M 0.29% 52
2025
Q4 		$20.8M Buy
116,933
+5,524
+5% +$921K 0.32% 56
2025
Q3 		$17.7M Sell
111,409
-1,476
-1% -$218K 0.29% 57
2025
Q2 		$15.9M Buy
112,885
+40,647
+56% +$4.99M 0.32% 55
2025
Q1 		$8.43M Sell
72,238
-38,495
-35% -$4.96M 0.19% 96
2024
Q4 		$13.9M Sell
110,733
-5,108
-4% -$629K 0.3% 59
2024
Q3 		$12.1M Buy
115,841
+8,270
+8% +$833K 0.26% 71
2024
Q2 		$10.5M Sell
107,571
-4,906
-4% -$467K 0.24% 77
2024
Q1 		$10.6M Buy
112,477
+3,979
+4% +$350K 0.25% 80
2023
Q4 		$10.1M Buy
108,498
+3,662
+3% +$293K 0.27% 73
2023
Q3 		$8.56M Sell
104,836
-25,890
-20% -$2.25M 0.26% 74
2023
Q2 		$11.2M Buy
130,726
+29,513
+29% +$2.52M 0.33% 54
2023
Q1 		$8.89M Buy
101,213
+1,534
+2% +$143K 0.28% 69
2022
Q4 		$8.47M Buy
99,679
+1,142
+1% +$97.3K 0.29% 70
2022
Q3 		$7.79M Sell
98,537
-6,769
-6% -$571K 0.29% 67
2022
Q2 		$8.01M Buy
105,306
+6,285
+6% +$515K 0.27% 68
2022
Q1 		$8.65M Sell
99,021
-3,854
-4% -$372K 0.25% 79
2021
Q4 		$10.1M Buy
102,875
+5,698
+6% +$568K 0.28% 68
2021
Q3 		$9.46M Sell
97,177
-1,648
-2% -$163K 0.3% 59
2021
Q2 		$9.06M Sell
98,825
-2,671
-3% -$229K 0.3% 69
2021
Q1 		$7.88M Buy
101,496
+5,122
+5% +$393K 0.26% 71
2020
Q4 		$6.61M Buy
+96,374
New +$5.53M 0.22% 80

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

Elo Mutual Pension Insurance's MS Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its Morgan Stanley (MS) stake by 8.1% in Q1 2026, selling an estimated $1.65M and leaving 107,422 shares worth $17.7M. The position accounts for 0.29% of the portfolio, ranked #52.

Elo Mutual Pension Insurance first reported a position in MS in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.8M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Elo Mutual Pension Insurance held 107,422 shares of Morgan Stanley worth $17.7M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 9,511 Morgan Stanley shares in Q1 2026, an estimated $1.65M.
  • Morgan Stanley made up 0.29% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #52 holding.
  • Elo Mutual Pension Insurance first reported a position in Morgan Stanley in Q4 2020 and has held it in 22 quarters since.
  • Elo Mutual Pension Insurance's Morgan Stanley position peaked at $20.8M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.