Fukoku Mutual Life Insurance’s Morgan Stanley MS Stock Holding History

Fukoku Mutual Life 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 Q2	$677K	Hold	3,237	–	–	0.04%	95
2026 Q1	$533K	Sell	3,237 -2,760	-46%	-$478K	0.03%	92
2025 Q4	$1.06M	Sell	5,997 -203,557	-97%	-$34M	0.07%	65
2025 Q3	$33.3M	Hold	209,554	–	–	2.06%	13
2025 Q2	$29.5M	Sell	209,554 -694	-0.3%	-$85.2K	1.88%	19
2025 Q1	$24.5M	Hold	210,248	–	–	1.82%	21
2024 Q4	$26.4M	Hold	210,248	–	–	1.9%	16
2024 Q3	$21.9M	Sell	210,248 -703	-0.3%	-$70.8K	1.57%	25
2024 Q2	$20.5M	Hold	210,951	–	–	1.58%	24
2024 Q1	$19.9M	Sell	210,951 -7,000	-3%	-$616K	1.57%	26
2023 Q4	$20.3M	Hold	217,951	–	–	1.69%	24
2023 Q3	$17.8M	Buy	217,951 +83,000	+62%	+$7.21M	1.63%	23
2023 Q2	$11.5M	Hold	134,951	–	–	1.09%	35
2023 Q1	$11.8M	Sell	134,951 -1,159	-0.9%	-$108K	1.07%	39
2022 Q4	$11.6M	Buy	136,110 +30,000	+28%	+$2.56M	0.98%	40
2022 Q3	$8.38M	Buy	106,110 +100,730	+1,872%	+$8.49M	0.79%	44
2022 Q2	$409K	Hold	5,380	–	–	0.03%	143
2022 Q1	$470K	Hold	5,380	–	–	0.04%	142
2021 Q4	$528K	Buy	5,380 +900	+20%	+$89.7K	0.04%	143
2021 Q3	$436K	Buy	4,480 +1,080	+32%	+$107K	0.03%	172
2021 Q2	$312K	Hold	3,400	–	–	0.03%	201
2021 Q1	$264K	Hold	3,400	–	–	0.03%	203
2020 Q4	$233K	Hold	3,400	–	–	0.02%	213
2020 Q3	$164K	Hold	3,400	–	–	0.02%	244
2020 Q2	$164K	Hold	3,400	–	–	0.02%	234
2020 Q1	$116K	Hold	3,400	–	–	0.02%	237
2019 Q4	$174K	Buy	3,400 +500	+17%	+$23.7K	0.02%	258
2019 Q3	$124K	Sell	2,900 -1,200	-29%	-$51.3K	0.01%	262
2019 Q2	$180K	Sell	4,100 -1,200	-23%	-$53.5K	0.02%	213
2019 Q1	$224K	Sell	5,300 -700	-12%	-$29.5K	0.03%	176
2018 Q4	$238K	Hold	6,000	–	–	0.03%	166
2018 Q3	$279K	Sell	6,000 -600	-9%	-$29.3K	0.04%	167
2018 Q2	$313K	Hold	6,600	–	–	0.04%	134
2018 Q1	$356K	Hold	6,600	–	–	0.05%	118
2017 Q4	$346K	Hold	6,600	–	–	0.05%	117
2017 Q3	$318K	Hold	6,600	–	–	0.05%	135
2017 Q2	$294K	Hold	6,600	–	–	0.04%	156
2017 Q1	$283K	Hold	6,600	–	–	0.05%	127
2016 Q4	$279K	Hold	6,600	–	–	0.05%	131
2016 Q3	$212K	Hold	6,600	–	–	0.04%	156
2016 Q2	$171K	Hold	6,600	–	–	0.03%	198
2016 Q1	$165K	Hold	6,600	–	–	0.04%	211
2015 Q4	$210K	Hold	6,600	–	–	0.04%	193
2015 Q3	$208K	Sell	6,600 -700	-10%	-$25.5K	0.04%	173
2015 Q2	$283K	Hold	7,300	–	–	0.04%	148
2015 Q1	$261K	Sell	7,300 -1,000	-12%	-$35.9K	0.04%	150
2014 Q4	$322K	Sell	8,300 -700	-8%	-$24.9K	0.06%	137
2014 Q3	$311K	Hold	9,000	–	–	0.06%	144
2014 Q2	$291K	Hold	9,000	–	–	0.06%	162
2014 Q1	$281K	Hold	9,000	–	–	0.06%	156
2013 Q4	$282K	Hold	9,000	–	–	0.06%	168
2013 Q3	$243K	Hold	9,000	–	–	0.05%	188
2013 Q2	$220K	Buy	+9,000	New	+$213K	0.05%	189

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fukoku Mutual Life Insurance's MS Position: Q2 2026 in Review

Fukoku Mutual Life Insurance held its Morgan Stanley (MS) position steady in Q2 2026 at 3,237 shares worth $677K. The position accounts for 0.04% of the portfolio, ranked #95.

Fukoku Mutual Life Insurance first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.3M in Q3 2025. 958 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Fukoku Mutual Life Insurance held 3,237 shares of Morgan Stanley worth $677K as of Q2 2026.
Fukoku Mutual Life Insurance left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.04% of Fukoku Mutual Life Insurance's portfolio in Q2 2026, its #95 holding.
Fukoku Mutual Life Insurance first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
Fukoku Mutual Life Insurance's Morgan Stanley position peaked at $33.3M in Q3 2025.
958 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fukoku Mutual Life Insurance's 13F filing for Q2 2026, filed 24 Jul 2026.