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Equitable Holdings’s Morgan Stanley MS Stock Holding History

Equitable Holdings’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 		$11.7M Buy
55,904
+4,208
+8% +$833K 0.07% 258
2026
Q1 		$9.13M Buy
51,696
+19,604
+61% +$3.39M 0.06% 292
2025
Q4 		$5.7M Sell
32,092
-712
-2% -$119K 0.04% 345
2025
Q3 		$5.21M Buy
32,804
+1,362
+4% +$201K 0.04% 340
2025
Q2 		$4.43M Buy
31,442
+2,562
+9% +$315K 0.04% 353
2025
Q1 		$3.37M Buy
28,880
+1,116
+4% +$144K 0.03% 385
2024
Q4 		$3.49M Buy
27,764
+1,079
+4% +$133K 0.03% 345
2024
Q3 		$2.78M Sell
26,685
-3,260
-11% -$328K 0.03% 403
2024
Q2 		$2.91M Buy
29,945
+1,209
+4% +$115K 0.03% 371
2024
Q1 		$2.71M Sell
28,736
-2,527
-8% -$223K 0.03% 368
2023
Q4 		$2.92M Buy
31,263
+2,762
+10% +$221K 0.04% 312
2023
Q3 		$2.33M Buy
28,501
+2,427
+9% +$211K 0.03% 325
2023
Q2 		$2.23M Buy
26,074
+6,724
+35% +$575K 0.03% 330
2023
Q1 		$1.7M Buy
19,350
+2,108
+12% +$197K 0.03% 359
2022
Q4 		$1.47M Buy
17,242
+1,954
+13% +$167K 0.03% 359
2022
Q3 		$1.21M Buy
15,288
+5,886
+63% +$496K 0.02% 363
2022
Q2 		$715K Sell
9,402
-483
-5% -$39.6K 0.01% 481
2022
Q1 		$864K Buy
9,885
+705
+8% +$68K 0.01% 442
2021
Q4 		$901K Buy
9,180
+1,437
+19% +$143K 0.01% 425
2021
Q3 		$753K Buy
7,743
+654
+9% +$64.8K 0.01% 452
2021
Q2 		$650K Buy
7,089
+318
+5% +$27.3K 0.01% 480
2021
Q1 		$526K Buy
6,771
+3,475
+105% +$266K 0.01% 499
2020
Q4 		$226K Buy
+3,296
New +$189K 0.01% 627
2020
Q1 		– Sell
-4,595
Closed -$235K – 614
2019
Q4 		$235K Buy
+4,595
New +$217K 0.01% 547

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 $3.38T AUM 44.17% 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

Equitable Holdings's MS Position: Q2 2026 in Review

Equitable Holdings increased its Morgan Stanley (MS) stake by 8.1% in Q2 2026, buying an estimated $833K and bringing the position to 55,904 shares worth $11.7M. The position accounts for 0.07% of the portfolio, ranked #258.

Equitable Holdings first reported a position in MS in Q4 2019 and has held it in 24 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Equitable Holdings held 55,904 shares of Morgan Stanley worth $11.7M as of Q2 2026.
  • Equitable Holdings bought 4,208 Morgan Stanley shares in Q2 2026, an estimated $833K.
  • Morgan Stanley made up 0.07% of Equitable Holdings's portfolio in Q2 2026, its #258 holding.
  • Equitable Holdings first reported a position in Morgan Stanley in Q4 2019 and has held it in 24 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.