Fisher Asset Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.21B | Buy |
25,600,068
+581,733
| +2% | +$101M | 1.43% | 19 |
|
|
2025
Q4 | $4.44B | Buy |
25,018,335
+524,189
| +2% | +$87.4M | 1.52% | 16 |
|
|
2025
Q3 | $3.89B | Buy |
24,494,146
+448,960
| +2% | +$66.3M | 1.41% | 17 |
|
|
2025
Q2 | $3.39B | Buy |
24,045,186
+749,150
| +3% | +$92M | 1.34% | 18 |
|
|
2025
Q1 | $2.72B | Buy |
23,296,036
+462,099
| +2% | +$59.5M | 1.18% | 21 |
|
|
2024
Q4 | $2.87B | Buy |
22,833,937
+428,956
| +2% | +$52.8M | 1.14% | 25 |
|
|
2024
Q3 | $2.34B | Buy |
22,404,981
+590,872
| +3% | +$59.5M | 0.96% | 32 |
|
|
2024
Q2 | $2.12B | Buy |
21,814,109
+1,031,032
| +5% | +$98.1M | 0.92% | 29 |
|
|
2024
Q1 | $1.96B | Buy |
20,783,077
+554,743
| +3% | +$48.9M | 0.91% | 30 |
|
|
2023
Q4 | $1.89B | Buy |
20,228,334
+495,055
| +3% | +$39.6M | 1% | 25 |
|
|
2023
Q3 | $1.61B | Sell |
19,733,279
-182,649
| -0.9% | -$15.9M | 0.91% | 22 |
|
|
2023
Q2 | $1.7B | Buy |
19,915,928
+592,284
| +3% | +$50.7M | 0.94% | 21 |
|
|
2023
Q1 | $1.7B | Buy |
19,323,644
+350,375
| +2% | +$32.7M | 1.03% | 17 |
|
|
2022
Q4 | $1.61B | Buy |
18,973,269
+556,833
| +3% | +$47.5M | 1.09% | 19 |
|
|
2022
Q3 | $1.46B | Buy |
18,416,436
+7,514,505
| +69% | +$633M | 1.09% | 17 |
|
|
2022
Q2 | $829M | Buy |
10,901,931
+132,655
| +1% | +$10.9M | 0.59% | 55 |
|
|
2022
Q1 | $941M | Buy |
10,769,276
+321,207
| +3% | +$31M | 0.56% | 52 |
|
|
2021
Q4 | $1.03B | Buy |
10,448,069
+474,238
| +5% | +$47.2M | 0.57% | 46 |
|
|
2021
Q3 | $971M | Buy |
9,973,831
+231,534
| +2% | +$22.9M | 0.6% | 50 |
|
|
2021
Q2 | $893M | Buy |
9,742,297
+235,518
| +2% | +$20.2M | 0.56% | 52 |
|
|
2021
Q1 | $738M | Buy |
9,506,779
+236,496
| +3% | +$18.1M | 0.52% | 53 |
|
|
2020
Q4 | $635M | Buy |
9,270,283
+392,165
| +4% | +$22.5M | 0.48% | 58 |
|
|
2020
Q3 | $429M | Buy |
8,878,118
+415,914
| +5% | +$21M | 0.38% | 62 |
|
|
2020
Q2 | $409M | Buy |
8,462,204
+7,907,255
| +1,425% | +$332M | 0.4% | 65 |
|
|
2020
Q1 | $18.9M | Sell |
554,949
-1,165,544
| -68% | -$54.9M | 0.02% | 248 |
|
|
2019
Q4 | $88M | Sell |
1,720,493
-66,240
| -4% | -$3.14M | 0.09% | 139 |
|
|
2019
Q3 | $76.2M | Sell |
1,786,733
-61,221
| -3% | -$2.62M | 0.08% | 154 |
|
|
2019
Q2 | $81M | Sell |
1,847,954
-52,018
| -3% | -$2.32M | 0.09% | 148 |
|
|
2019
Q1 | $80.2M | Sell |
1,899,972
-42,055
| -2% | -$1.77M | 0.09% | 140 |
|
|
2018
Q4 | $77M | Buy |
1,942,027
+14,996
| +0.8% | +$654K | 0.11% | 134 |
|
|
2018
Q3 | $89.7M | Sell |
1,927,031
-86,366
| -4% | -$4.22M | 0.11% | 135 |
|
|
2018
Q2 | $95.4M | Sell |
2,013,397
-53,842
| -3% | -$2.81M | 0.12% | 124 |
|
|
2018
Q1 | $112M | Sell |
2,067,239
-51,997
| -2% | -$2.88M | 0.15% | 115 |
|
|
2017
Q4 | $111M | Sell |
2,119,236
-44,243
| -2% | -$2.24M | 0.15% | 120 |
|
|
2017
Q3 | $104M | Sell |
2,163,479
-26,930
| -1% | -$1.25M | 0.15% | 118 |
|
|
2017
Q2 | $97.6M | Sell |
2,190,409
-14,748
| -0.7% | -$636K | 0.15% | 123 |
|
|
2017
Q1 | $94.5M | Sell |
2,205,157
-102,994
| -4% | -$4.57M | 0.15% | 107 |
|
|
2016
Q4 | $97.5M | Sell |
2,308,151
-41,884
| -2% | -$1.58M | 0.17% | 103 |
|
|
2016
Q3 | $75.3M | Buy |
2,350,035
+2,039,560
| +657% | +$60.8M | 0.13% | 118 |
|
|
2016
Q2 | $8.21M | Sell |
310,475
-54,982
| -15% | -$1.44M | 0.02% | 304 |
|
|
2016
Q1 | $9.41M | Buy |
365,457
+9,798
| +3% | +$250K | 0.02% | 295 |
|
|
2015
Q4 | $11.3M | Buy |
355,659
+3,332
| +0.9% | +$111K | 0.02% | 287 |
|
|
2015
Q3 | $11.1M | Buy |
352,327
+2,462
| +0.7% | +$89.6K | 0.02% | 279 |
|
|
2015
Q2 | $13.6M | Sell |
349,865
-159
| -0% | -$6.05K | 0.03% | 268 |
|
|
2015
Q1 | $12.5M | Buy |
350,024
+3,101
| +0.9% | +$111K | 0.03% | 273 |
|
|
2014
Q4 | $13.5M | Buy |
346,923
+339,566
| +4,616% | +$12.1M | 0.03% | 260 |
|
|
2014
Q3 | $254K | Buy |
7,357
+112
| +2% | +$3.73K | ﹤0.01% | 490 |
|
|
2014
Q2 | $234K | Sell |
7,245
-2,250
| -24% | -$69.4K | ﹤0.01% | 505 |
|
|
2014
Q1 | $296K | Buy |
9,495
+1,771
| +23% | +$54.7K | ﹤0.01% | 448 |
|
|
2013
Q4 | $242K | Sell |
7,724
-17
| -0.2% | -$505 | ﹤0.01% | 456 |
|
|
2013
Q3 | $209K | Sell |
7,741
-4,519
| -37% | -$121K | ﹤0.01% | 465 |
|
|
2013
Q2 | $300K | Buy |
+12,260
| New | +$291K | ﹤0.01% | 423 |
|
Other funds holding MS
VCM
VPM
