Ensign Peak Advisors
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Ensign Peak Advisors’s Morgan Stanley MS Stock Holding History

Ensign Peak Advisors’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 		$378M Sell
1,808,366
-42,254
-2% -$8.37M 0.62% 26
2026
Q1 		$305M Buy
1,850,620
+135,194
+8% +$23.4M 0.57% 29
2025
Q4 		$305M Sell
1,715,426
-259,970
-13% -$43.4M 0.54% 31
2025
Q3 		$314M Sell
1,975,396
-20,239
-1% -$2.99M 0.52% 36
2025
Q2 		$281M Sell
1,995,635
-440,871
-18% -$54.1M 0.48% 38
2025
Q1 		$284M Sell
2,436,506
-2,860
-0.1% -$369K 0.54% 33
2024
Q4 		$307M Buy
2,439,366
+257,901
+12% +$31.8M 0.55% 31
2024
Q3 		$227M Buy
2,181,465
+117,758
+6% +$11.9M 0.4% 49
2024
Q2 		$201M Sell
2,063,707
-212,331
-9% -$20.2M 0.37% 55
2024
Q1 		$214M Buy
2,276,038
+15,980
+0.7% +$1.41M 0.39% 52
2023
Q4 		$211M Buy
2,260,058
+671,543
+42% +$53.7M 0.42% 57
2023
Q3 		$130M Buy
1,588,515
+68,275
+4% +$5.93M 0.28% 82
2023
Q2 		$130M Sell
1,520,240
-427,680
-22% -$36.6M 0.26% 84
2023
Q1 		$171M Sell
1,947,920
-113,174
-5% -$10.6M 0.37% 69
2022
Q4 		$175M Buy
2,061,094
+111,776
+6% +$9.53M 0.39% 65
2022
Q3 		$154M Buy
1,949,318
+68,985
+4% +$5.81M 0.38% 66
2022
Q2 		$143M Buy
1,880,333
+130,060
+7% +$10.7M 0.34% 77
2022
Q1 		$153M Sell
1,750,273
-403,318
-19% -$38.9M 0.31% 75
2021
Q4 		$211M Buy
2,153,591
+230,765
+12% +$23M 0.4% 58
2021
Q3 		$187M Sell
1,922,826
-171,197
-8% -$17M 0.39% 68
2021
Q2 		$192M Sell
2,094,023
-261,868
-11% -$22.5M 0.39% 71
2021
Q1 		$183M Buy
2,355,891
+116,379
+5% +$8.92M 0.39% 67
2020
Q4 		$153M Buy
2,239,512
+504,029
+29% +$28.9M 0.35% 72
2020
Q3 		$83.9M Buy
1,735,483
+469,807
+37% +$23.7M 0.21% 94
2020
Q2 		$61.1M Buy
1,265,676
+723,355
+133% +$30.4M 0.17% 116
2020
Q1 		$18.4M Sell
542,321
-330,660
-38% -$15.6M 0.06% 235
2019
Q4 		$44.6M Buy
+872,981
New +$41.3M 0.12% 146

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

Ensign Peak Advisors's MS Position: Q2 2026 in Review

Ensign Peak Advisors reduced its Morgan Stanley (MS) stake by 2.3% in Q2 2026, selling an estimated $8.37M and leaving 1,808,366 shares worth $378M. The position accounts for 0.62% of the portfolio, ranked #26.

Ensign Peak Advisors first reported a position in MS in Q4 2019 and has held it in 27 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ensign Peak Advisors held 1,808,366 shares of Morgan Stanley worth $378M as of Q2 2026.
  • Ensign Peak Advisors sold 42,254 Morgan Stanley shares in Q2 2026, an estimated $8.37M.
  • Morgan Stanley made up 0.62% of Ensign Peak Advisors's portfolio in Q2 2026, its #26 holding.
  • Ensign Peak Advisors first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.