Fidelity Investments
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Fidelity Investments’s Morgan Stanley MS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.93B Sell
20,823,553
-2,704,842
-11% -$381M 0.17% 89
2025
Q1
$2.75B Sell
23,528,395
-2,033,165
-8% -$237M 0.18% 88
2024
Q4
$3.21B Buy
25,561,560
+2,725,335
+12% +$343M 0.19% 74
2024
Q3
$2.38B Sell
22,836,225
-340,389
-1% -$35.5M 0.14% 114
2024
Q2
$2.25B Buy
23,176,614
+5,915,271
+34% +$575M 0.14% 110
2024
Q1
$1.63B Buy
17,261,343
+9,775
+0.1% +$920K 0.11% 154
2023
Q4
$1.61B Sell
17,251,568
-6,222,884
-27% -$580M 0.12% 140
2023
Q3
$1.92B Buy
23,474,452
+4,098,577
+21% +$335M 0.17% 97
2023
Q2
$1.65B Sell
19,375,875
-7,637,949
-28% -$652M 0.14% 126
2023
Q1
$2.37B Buy
27,013,824
+1,604,768
+6% +$141M 0.22% 78
2022
Q4
$2.16B Sell
25,409,056
-261,147
-1% -$22.2M 0.21% 81
2022
Q3
$2.03B Sell
25,670,203
-1,582,532
-6% -$125M 0.21% 78
2022
Q2
$2.07B Sell
27,252,735
-7,113,036
-21% -$541M 0.21% 84
2022
Q1
$3B Sell
34,365,771
-9,357,703
-21% -$818M 0.24% 59
2021
Q4
$4.29B Buy
43,723,474
+690,835
+2% +$67.8M 0.32% 42
2021
Q3
$4.19B Sell
43,032,639
-1,556,071
-3% -$151M 0.33% 41
2021
Q2
$4.09B Sell
44,588,710
-150,481
-0.3% -$13.8M 0.32% 46
2021
Q1
$3.47B Buy
44,739,191
+8,766,422
+24% +$681M 0.3% 51
2020
Q4
$2.47B Buy
35,972,769
+18,409,146
+105% +$1.26B 0.22% 77
2020
Q3
$849M Buy
17,563,623
+889,332
+5% +$43M 0.09% 211
2020
Q2
$805M Sell
16,674,291
-1,904,760
-10% -$92M 0.09% 199
2020
Q1
$632M Sell
18,579,051
-219,392
-1% -$7.46M 0.09% 207
2019
Q4
$961M Buy
18,798,443
+3,786,107
+25% +$194M 0.11% 178
2019
Q3
$641M Sell
15,012,336
-3,101,000
-17% -$132M 0.08% 251
2019
Q2
$794M Sell
18,113,336
-7,776,667
-30% -$341M 0.09% 210
2019
Q1
$1.09B Buy
25,890,003
+1,687,819
+7% +$71.2M 0.13% 143
2018
Q4
$960M Sell
24,202,184
-8,487,898
-26% -$337M 0.13% 139
2018
Q3
$1.52B Sell
32,690,082
-13,126,956
-29% -$611M 0.17% 107
2018
Q2
$2.17B Buy
45,817,038
+1,936,093
+4% +$91.8M 0.25% 66
2018
Q1
$2.37B Buy
43,880,945
+2,892,327
+7% +$156M 0.28% 57
2017
Q4
$2.15B Buy
40,988,618
+3,683,659
+10% +$193M 0.25% 68
2017
Q3
$1.8B Sell
37,304,959
-5,986,787
-14% -$288M 0.22% 81
2017
Q2
$1.93B Sell
43,291,746
-2,930,240
-6% -$131M 0.24% 74
2017
Q1
$1.98B Buy
46,221,986
+6,692,676
+17% +$287M 0.25% 74
2016
Q4
$1.67B Buy
39,529,310
+11,986,512
+44% +$506M 0.22% 85
2016
Q3
$883M Buy
27,542,798
+2,281,543
+9% +$73.1M 0.12% 185
2016
Q2
$656M Buy
25,261,255
+2,191,933
+10% +$56.9M 0.09% 233
2016
Q1
$577M Sell
23,069,322
-5,338,955
-19% -$134M 0.08% 257
2015
Q4
$904M Sell
28,408,277
-11,951,487
-30% -$380M 0.12% 170
2015
Q3
$1.27B Sell
40,359,764
-5,694,116
-12% -$179M 0.18% 118
2015
Q2
$1.79B Buy
46,053,880
+4,539,667
+11% +$176M 0.23% 84
2015
Q1
$1.48B Sell
41,514,213
-6,553,137
-14% -$234M 0.19% 121
2014
Q4
$1.87B Sell
48,067,350
-2,171,386
-4% -$84.2M 0.24% 82
2014
Q3
$1.74B Buy
50,238,736
+3,902,586
+8% +$135M 0.24% 80
2014
Q2
$1.5B Sell
46,336,150
-10,698,245
-19% -$346M 0.2% 104
2014
Q1
$1.78B Sell
57,034,395
-6,914,080
-11% -$216M 0.25% 77
2013
Q4
$2.01B Buy
63,948,475
+11,501,495
+22% +$361M 0.28% 64
2013
Q3
$1.41B Buy
52,446,980
+10,402,609
+25% +$280M 0.22% 90
2013
Q2
$1.03B Buy
+42,044,371
New +$1.03B 0.17% 126